Customize Default Appointment Types in Salesforce Scheduler
Customize the default appointment types that are available when users create
appointments in Salesforce Scheduler.
Required Editions
Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions
Salesforce Scheduler uses the values in the Default Appointment Type picklist—of the
Work Type object—to show appointment types.
Note Lightning Design System provides utility icons that you can use on
lightning pages. Salesforce Scheduler uses utility icons to show icons for appointment
types.
To add picklist values to the Default Appointment Type picklist:
From Setup, click Object Manager.
Select Work Type.
Select Fields & Relationships, and then select
Default Appointment Type.
In the Default Appointment Type Picklist Values section, click
New.
Enter the values, such as phone, at a branch,
or video. Each value goes on its own line.
For value in each line, a picklist value is created. By default, the API name of a
picklist value is the same as the picklist value. Salesforce Scheduler verifies whether the API
name of a picklist value matches the name of a utility icon that Lightning Design System
provides. If the names match, Salesforce Scheduler uses the icon with the same name. If the
names don't match, Salesforce Scheduler uses the default lightning icon.
To edit the icons for appointment types, edit the API names and then enter the names of
utility icons that you want to use.
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