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Manage Appointments with Salesforce Scheduler
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            Customize Standard Flow Templates

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            Customize Standard Flow Templates

            The flows in Salesforce Scheduler are installed as standard flow templates. You can customize any of the flows to suit your business needs.

            Required Editions

            Available in: Lightning Experience.
            Available in: Enterprise and Unlimited Editions
            User Permissions Needed
            To open, edit, or create a flow in Flow Builder: Manage Flow
            To run a flow: Run Flows

            To customize a flow, create a flow based on a standard flow template.

            1. From Setup, in the Quick Find box, enter Flows, select Flows, and then New Flow.
            2. Select Use a Template, and click Next.
            3. Select the template that you want to customize, and click Create.
            4. Customize the flow according to your business requirements. For example, you can use these global flow variables for some quick customizations.
              • If you customize the flow to use the flow components in a different order or remove any of the steps in the standard flows, then these flow variables might not work as designed.
              • The flow variables listed in the table are available in all Salesforce Scheduler flows.
              Flow Variable Description
              allowAnonymousBooking Enable automatic service resource assignment to let your users schedule appointments without having to choose a service resource. To skip the resource selection page and automatically assign service resources, set allowAnonymousBooking to True and allowResourceBooking to False. To give users the option to choose between automatic resource assignment and manual resource selection, set both allowAnonymousBooking and allowResourceBooking to True.

              For more information, see Enable Automatic Resource Assignment and Anonymous Scheduling.
              allowResourceBooking Give users the option to manually select a service resource. To skip the resource selection page and automatically assign service resources, set allowAnonymousBooking to True and allowResourceBooking to False. To give users the option to choose between automatic resource assignment and manual resource selection, set both allowAnonymousBooking and allowResourceBooking to True.

              For more information, see Enable Automatic Resource Assignment and Anonymous Scheduling.
              showServiceResource Set to False to hide assigned service resources’ names on the appointment review page.

              For more information, see Enable Anonymous Resource Scheduling.
              distanceUnit Set to km or mi to show distances on the service territory selection page in kilometers or miles. If you don’t enter a value or enter any other value, distances are shown in miles.
              SchedulingPolicyName Specify a scheduling policy’s developer name to invoke it from the flow.
              WorkTypeGroupId Specify the ID of a work type group to preselect it on the Select Work Type Group page.
              showTimeZonePicklist Set to True to show a list of time zones supported in Salesforce on the appointment time slot page. Users can select a time zone from the list. Set to False to hide the list. When the list is hidden, the time slots are shown in the user’s (appointment scheduler’s) time zone.
            5. Click Show Advanced and then make sure that Salesforce Scheduler Flow is selected as the Type.
            6. Save the flow.
            7. Activate the flow.
              1. In the list of flows, click the name of the new flow.
              2. Under Flow Versions, next to the latest version of the flow, click Activate.

            Create a Schedule Appointment action and add it to the relevant object’s page layout.

            See Also

             
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