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            Extend Context Definitions with Custom Fields in Workforce Scheduling

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            Extend Context Definitions with Custom Fields in Workforce Scheduling

            Extend the standard Unified Scheduling context definition to capture custom data alongside standard scheduling attributes. For example, add a contact details field to Service Appointment and Interaction records and map it through the context definition so that the scheduling flow can read and write the custom value.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions
            User Permissions Needed
            To create a custom field on the source object, extend a standard context definition, or select an extended context definition: Workforce Scheduling Manager

            Extending a context definition involves three steps: creating the custom field on the source object, extending the standard definition to include a mapping for the new field, and selecting the extended definition in Salesforce Go.

            Create a Custom Field on the Source Object

            Create the custom field on Service Appointment, Interaction, or both objects before mapping it in the context definition.

            1. From Setup, select Object Manager.
            2. Select the object where you want the field (for example, Service Appointment).
            3. Select Fields & Relationships, and then click New.
            4. Select the data type for the field (for example, Text, Date, or Number), and then click Next.
            5. Enter the field details.
              1. Field Label: The display name for the field.
              2. Field Name: The API name.
              3. Length, Decimal Places, or Help Text as needed for the selected data type.
            6. Set field-level security to control which profiles can view or edit the field, and then click Next.
            7. Select the page layouts that should display the field, and then click Save.

            Repeat these steps for each object that needs the custom field. For example, if scheduling flows reference both Service Appointment and Interaction, create the field on both objects.

            For detailed guidance on creating fields, see Create a Custom Field.

            Extend a Standard Context Definition

            Extend the UnifiedSchedulingContext standard context definition to add mappings for your custom fields.

            1. From Setup, in the Quick Find box, enter Context Definitions, and then select Context Definitions.
            2. Confirm that Context Service Settings and Unified Scheduling is turned on.
            3. Select the Standard Definitions tab.
            4. Click the dropdown arrow next to the definition you want to extend (for example, UnifiedSchedulingContext), and then select Extend.
            5. Enter a unique name for the extension and set an Effective From date.
            6. Select the Custom Definitions tab, and then open the new definition.
            7. Select the Map Data tab.
            8. Edit an existing mapping or create a new mapping to link custom fields to context attributes.
              1. Select the custom field from the Service Appointment or Interaction object.
              2. Map it to a custom attribute in the definition.
            9. Save the mapping and mark it as Default.
            10. Return to the Custom Definitions tab, click the dropdown for the definition, and then select Activate.

            Select the Extended Context Definition in Salesforce Go

            After extending and activating the context definition, select it as the active definition for Unified Scheduling object mapping.

            1. From Setup, click Salesforce Go.
            2. Search for Scheduling.
            3. Under Features, select Object Mapping for Unified Scheduling.
            4. Under Complete the Required Steps, find Map Object Data with Service Appointments, and then click Manage.
            5. In the context definition lookup, select the extended context definition you created.
            6. Click Save.
             
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