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            Scheduler | Collect Appointment Details for Scheduler

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            Scheduler | Collect Appointment Details for Scheduler

            Collects the details required to schedule a service appointment. For example, if the user wants to schedule an appointment, this action asks for ‌details such as the date, subagent, service resource, and so on.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Foundations or Agentforce 1 Editions
            User Permissions Needed  
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name CollectAppointmentDetailsForScheduler
            Reference Action Type Flow
            Reference Action collAppt
            Does this action execute one or more prompt templates? No

            Considerations

            • This action expects the names of appointment subagents, service territories, and service resources. It doesn't support IDs of these objects.
             
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