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Service-Field Service: Contact Field Mapping in Self-Service Scheduling Component

게시 일자: Jul 28, 2026
상세 설명

When configuring the Self-Service Scheduling component in Experience Cloud, admins need to know which Contact fields populate the customer name and phone number shown in the reschedule portal, and how to verify this mapping is working correctly.

Cause

The component pulls customer name and phone directly from the Contact record linked via the Service Appointment's Contact lookup field. If that lookup is empty, or if the linked Contact record is missing a name or phone value, the component has nothing to display.

솔루션
Since the display depends on the Contact linked to the Service Appointment, verify the link and the Contact's data:

  1. Open a Service Appointment record in your org.
  2. Confirm the Contact lookup field is populated (not blank).
  3. Open the linked Contact record and confirm both name and phone are filled in.
  4. Navigate to your Experience Cloud reschedule portal and view the Service Appointment in the scheduling component.
  5. Confirm the name and phone number now display correctly.
  6. If they don't appear, refresh the portal and clear your browser cache.
Knowledge 기사 번호

005390151

 
로드 중
Salesforce Help | Article