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SUMO Scheduler Solutions for the Public Sector
Appointment Scheduling
SUMO Scheduler lets federal, state and local government agencies schedule, manage, and track appointments with citizens, staff, or partners—all within Salesforce.
Improve citizen and public service, while your team stays organized with built-in reminders, automation, and reporting.
Key Features
- Built on Salesforce
- Online Appointment booking - Add scheduling to any website, email, text, social media site, or Salesforce Community
- Send custom invitations or book meetings in real time directly from Salesforce
- Autocreate leads, contact and person accounts - capture activity directly in Salesforce
- Route & assign appointments: (Round robin, first available, load balanced, custom)
- Custom email & SMS invites, reminders and follow-ups
- Automatic Data Entry & Sync with Salesforce
- Attach documents
- Direct calendar integration (Google, O365, Outlook & Salesforce)
- Centralized calendar view
- Engagement Analytics
- Military grade security & HIPAA compliance
How Government Agencies Benefit
- Let citizens book appointments from anywhere you have online presence.
- Match bookings with the right department or staff based on location, availability, or expertise.
- Auto-create or update contacts and capture key demographic info directly in Salesforce.
- Send personalized appointment invitations to citizens or internal teams from Salesforce.
- Allow file uploads during scheduling to speed up service delivery.
- Track past and upcoming appointments from a shared calendar or inside your Salesforce Partner Community.
- Log meeting history directly in each citizen’s contact record.
How Citizens Benefit
- Schedule appointments online 24/7 easily.
- Get faster access to government services — no wail lines.
- Submit forms or IDs during scheduling to save time at check-in.
- Keep track of appointments with confirmations, reminders, and follow-ups.
- Cancel or reschedule from emails — no calls & back-and-force.
- Picking the best appointment time automatically suggested based on staff availability.
Watch SUMO in action — explore our quick demo videos.
Online Appointment Scheduler
Instant Booker
Appointment Invite Manager
Appointment Links
Event & Class Scheduling
Easily plan, manage & track public events, community meetings & service workshops—all from a single Salesforce-native platform. Enable seamless registration, management & reporting to boost engagement & efficiency.
Key Features
- Built on Salesforce
- Online Event & Course Scheduler
- Post registration links via website, email, text, or Salesforce Community
- Event scheduling based on topic, location, or instructor
- Custom invites, reminders, and follow-ups
- Auto sync with Salesforce records
- Direct calendar integration with Google, O365, Outlook & Salesforce Calendar
- Host in-person and virtual events and courses
- Host recurring courses
- Shared event calendars via SUMO Multicalendar
- Attendance tracking and reporting in Salesforce
- QR code check in
- Host paid or free events
How Government Agencies Benefit
- Improve event engagement with online registration links placed anywhere.
- Offer registrations for one-on-one consultations, group meetings, workshops & community events.
- Route participants to the right session based on preferences, location, or capacity.
- Cut manual work by automatically creating or updating participant records in Salesforce.
- Send confirmations and follow-up messages directly from Salesforce.
- View and manage all events and registrations from a centralized calendar.
- Analyze engagement and attendance for future planning.
How Citizens Benefit
- Register for government-hosted classes, workshops, or town halls anytime online.
- Follow events with reminders and updates.
- Upload needed documents during sign-up — no paper forms at check-in.
- Choose from multiple session times with automated suggestions.
Watch SUMO in action — explore our quick demo videos.
Agentforce
Streamline citizen engagement with Agentforce chat and smart scheduling. Instantly answer questions, share info, and book meetings with the right department or staff — all powered by AI to boost efficiency, accuracy and engagement.
Key Features
- Native Salesforce Integration
- Book appointments via an AI Chat Agent (virtual or in-person)
- Send outbound meeting invites directly from Einstein co-pilot
- Smart Routing to staff by skill, location, or availability
- Internal User-to-User Scheduling via Einstein co-pilot
- CRM Activity Logging
How Government Agencies Benefit
- Add appointment scheduling to your website chat to optimize engagement and make it easier to book meetings.
- Cut down on manual tasks and increase response times with AI scheduling.
- Deliver faster public support by instantly creating and routing cases. Citizens can get timely assistance without delays.
- Collect citizen data, track past interactions, and recommend the most relevant services, appointments, or community events, all while keeping records in Salesforce.
- Easily match people with the right staff, time, and location to improve outreach with Agentforce.
- Optimize appointment scheduling based on travel time, room availability, or equipment needs.
- Keep citizens informed and reduce no-shows with reminders and follow-ups.
How Citizens Benefit
- Get immediate help through chat and book meetings without calls.
- Connect with the right contact or department fast.
- Receive confirmations, reminders, and reschedule right from your inbox.