Loading
Manage Appointments with Salesforce Scheduler
Table of Contents
Filter by (0)Add
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
            Search all of Salesforce Help
            Create Work Type Groups in Salesforce Scheduler

            You are here:

            1. Salesforce Help
            2. Docs
            3. Salesforce Scheduler

            Create Work Type Groups in Salesforce Scheduler

            A work type group represents an appointment topic, such as home loan or investment. Create appointment topics that are relevant for your users.

            Required Editions

            Available in: Lightning Experience.
            Available in: Enterprise and Unlimited Editions
            User Permissions Needed
            To view the Work Type Groups tab and work type groups: Read on work type groups
            To create work type groups: Create on work type groups
            To edit or deactivate work type groups: Edit on work type groups
            To delete work type groups: Delete on work type groups
            To view work type group members (work types): Read on work type groups
            To create, edit, or delete work type group members: Edit on work type groups
            1. On the Work Type Groups tab, click New.
            2. Enter a Work Type Group name, such as General Banking.
            3. Enter a description for the work type group.
              Salesforce Scheduler shows this description in flow screens when a user is selecting a work type group.
            4. Set group type to Default.
              Salesforce Scheduler supports only the Default value.
            5. Select Active.
            6. Under Additional Information, select one or more values. For information about how to add, modify, or delete these values, see Customize Appointment Subtopics in Salesforce Scheduler.
              Image showing the New Work Type Group window
              The selected additional information values appear when users select this work type group during appointment scheduling.
              Image showing the Select Work Type Group page
              Note
              Note The Other value is automatically added to each work type group for which you select one or more additional information values.
            7. Save your changes.
             
            Loading
            Salesforce Help | Article