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            Extend Intelligent Appointment Management Workflows by Using APIs and Invocable Actions

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            Extend Intelligent Appointment Management Workflows by Using APIs and Invocable Actions

            Use APIs and invocable actions to improve appointment management workflows helping users create, update, and cancel appointments. Customize end-to-end appointment management experiences for agents by using invocable actions to create Agentforce actions. Develop custom user experiences for patient self-scheduling workflows with public APIs.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud

            Invocable Actions

            Use invocable actions to create custom Agentforce actions.

            • Book Appointment: Supports booking or creating an appointment.
            • Update Appointment: Supports updating an existing appointment.
            • Cancel Appointment: Supports canceling an existing appointment.
            • Get Slots: Supports fetching available appointment slots for one or more resources.
            • Get Resources: Supports searching for available resources based on a set of search criteria.

            Public APIs

            Use public APIs to support customized self-scheduling workflows.

            • Book Appointment: Create an appointment
            • Update Appointment: Update an existing appointment.
            • Cancel Appointment: Cancel an existing appointment.
            • Get Slots: Fetch the appointment slots associated with a resource (provider or asset).
            • Get Resources: Fetch the available resources based on a set of search criteria.

            See Also

             
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