Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Agentforce Field Service and Operations
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Unschedule Service Appointments in Field Service

          Unschedule Service Appointments in Field Service

          Unschedule service appointments from the Classic Dispatch Console or a service appointment record.

          Required Editions

          Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
          The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.

          Package icon This is a Field Service managed package feature.

          When a service appointment is unscheduled, it’s removed from the Gantt and its assigned resources are removed. Status transitions are ignored when you delete an assigned resource or unschedule service appointments from the Gantt. You can unschedule an appointment in the following ways.

          • Delete the service appointment.
          • Delete the assigned resource record.
          • From a service appointment details page, edit the Status field to the value shown for New Service Appointment in the managed package Field Service Settings | Service Appointment | Service Appointment Workflow | SA Status.
          • In the Classic Dispatch Console appointment list, select one or more appointments. In the mass actions menu, select Unschedule.
          • In the Gantt, right-click an appointment and select Unschedule. To select multiple appointments, hold down Control or Command while clicking appointments. Unscheduling an appointment from the Gantt is the same as deleting the assigned resource record.
          • From a service appointment details page, update the Status field to None.
          Note
          Note Deleting the assigned resource record associated with a service appointment, or unscheduling a service appointment from the Gantt causes the service appointment status to switch to the None default value shown for New Service Appointment in the managed package Field Service Settings | Service Appointment | Service Appointment Workflow | SA Status.
           
          Loading
          Salesforce Help | Article