Native Planner
Salesforce Scheduler books customer appointments. Native Planner is a Gantt, resource board, Kanban, Grid, and Matrix component on any Salesforce object.
Salesforce Scheduler (sometimes still called Lightning Scheduler) is Salesforce's appointment product. It helps you set up bookable resources, territories, topics, and flows so customers or agents can book in-person, phone, or video appointments. Setup usually goes through Salesforce Scheduler Setup, permission sets, operating hours, and related objects. Official help and Trailhead cover that path in detail.
If your main job is "let a customer pick a time with the right person," Salesforce Scheduler is the product built for that.
Native Planner is a Lightning component from NativeERP on AppExchange. You place it on Lightning pages and point it at standard or custom objects. It gives you interactive views:
Drag actions write back to Salesforce fields. There is no separate planning database. Configuration is through the component settings and the Configuration Guide, not through Salesforce Scheduler Setup.
| Topic | Salesforce Scheduler | Native Planner |
|---|---|---|
| Primary job | Book customer appointments | Plan and visualize work on your objects |
| Typical users | Service, sales, and Experience Cloud booking flows | Ops, project, resource, and admin teams building boards on org data |
| Data model | Scheduler / Field Service-related appointment objects | The standard or custom objects you configure |
| Views | Appointment booking experience | Gantt, Scheduler board, Kanban, Matrix, Grid |
| Requires Field Service? | Uses Scheduler licensing and setup; related to service appointment patterns | No. Works as a Lightning component on pages you choose |
The two can coexist. Many orgs book appointments with Salesforce Scheduler and still want a Gantt or resource board on projects, jobs, or custom objects with Native Planner.
No. Native Planner does not replace Salesforce Scheduler for customer appointment booking or Experience Cloud scheduling flows.
Use Native Planner when you need a Gantt, resource board, Kanban, Matrix, or Grid on live Salesforce records, including custom objects, without moving that work into an outside tool.
Yes. They solve different jobs and can sit side by side.
On the Lightning page where you place the component, then follow the Configuration Guide and Tips.
Start with the overview, or jump to Gantt or resource scheduling.
Native Planner overview Salesforce Gantt833 W Chicago Ave Suite #403
Chicago, IL 60642
Phone:312-278-7730