Overview SUMO users generally fall into 4 roles. Scheduler – This person needs ability to schedule on behalf of others, create work shifts, and more. Provider – This person often has near full scheduler access with a few exceptions.  You also have the option to limit providers to only manage their own calendar. Manager – This […]

You have existing Salesforce users (Enterprise Edition or greater) that you would like to give access to SUMO.  These steps will help you achieve this. Assign a SUMO License to Each User Login to SUMO Click on your user name in the top right of SUMO. Click on SETUP. Under the Build section, click on Installed […]

This article will help you understand how to initially setup your team of users, including schedulers, providers, managers, and more. 1. Create a New User License Each user must have a SUMO license.  Once you have purchased SUMO User Licenses, follow these steps to allocate your licenses to your providers. Login to SUMO Click on […]

Existing Customers of Salesforce.com Part of the power of SUMO is that you get your own copy that you can can customize for your business. One Free Install – If you already have a Salesforce org we will install SUMO into your sandbox –or- production environment for you once at no cost. Additional Installs $995 – Additional installations will cost $995 per […]

First things first, let’s make sure you understand what SUMO is capable of and what makes up SUMO. SUMO includes 3 solutions in one: SUMO Desktop (backend) SUMO Online Scheduling Site (frontend) SUMO Mobile (mobile) SUMO Desktop SUMO includes the following modules, each of which include a collection of features: MODULE DESCRIPTION Calendar The Calendar […]

The Admin Setup Guide, which includes Setup Videos, is accessible from within the SUMO Application, since SUMO3.  Once you login to SUMO, you will see the SUMO Help tab on the right, which you may click to gain access to both the Admin Setup Guide and the User Guide.

The User Guide, which includes Training Videos, is accessible from within the SUMO Application, since SUMO3.  Once you login to SUMO, you will see the SUMO Help tab on the right, which you may click to gain access to both the User Guide and the Admin Setup Guide.