Set Up Outbound Scheduling

Salesforce Scheduler provides these standard flow templates for internal users.

To give users access to the standard Outbound New Appointment flow, add the provided Schedule Appointment action to lead, account, person account, case, and opportunity page layouts. To give users access to the standard Outbound Modify Appointment flow, add the provided Modify Service Appointment action to the service appointment page layout. To give users access to your customized versions of the two outbound flows, create custom actions and add them to the page layouts for relevant objects.

Alternatively, you can embed a flow into a record page. Users can schedule or modify appointments without launching the flow in a separate window over the record page, which blocks their access to details on the page.

• Set Up the Outbound New Appointment Flow
  To give your users access to the provided Outbound New Appointment flow, add the Schedule Appointment action to lead, account, person account, and opportunity page layouts.
• Set Up the Outbound Modify Appointment Flow
  To give your users access to the Outbound Modify Appointment flow, add the Modify Service Appointment action to the service appointment page layout.
• Set Up a Custom Outbound Flow (Optional)
  To give your users access to a customized version of the Outbound New Appointment flow or Outbound Modify Appointment standard flow template, create an action and add it to the relevant page layout.
• Embed Outbound Flows Into Record Pages (Optional)
  When you embed a flow into a record page, users can schedule or modify appointments directly from the page. They don’t have to use the quick action, which launches the flow in a separate window and blocks users’ access to details on the page.
• Assign Permissions to Schedule Appointments
  Assign users the appropriate user permissions and object access to schedule appointments using the Salesforce Scheduler flows.