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Manage Appointments with Salesforce Scheduler
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          Flow Screen Component: Select Service Resource and Service Appointment Time

          Flow Screen Component: Select Service Resource and Service Appointment Time

          Enables users to select a service resource (appointment attendee) and an appointment time.

          Required Editions

          Available in: Lightning Experience.
          Available in: Enterprise and Unlimited Editions
          Image of the screen that enables users to select a service resource and an appointment time.
          Note
          Note The screen shows up to 10 service resources who are available for the next 31 days. If you’re using appointment distribution, you can modify the limit to show service resources by using the Number of Resources to Show (Appointment Distribution) attribute.
          Attribute Description Additional Information
          API Name Use underscores and alphanumeric characters without spaces. Begin the name with a letter, don’t end the name with an underscore, and don’t use two consecutive underscores.
          • Type: Input
          • Data type: String
          • Used in: Inbound and guest flows
          Anonymous Booking

          Indicates whether anonymous booking is enabled.

          If the value is set to true, the Anonymous Booking option appears. If users select this option, a service resource is assigned automatically when users select a time slot.

          If a value isn't set, false—the default value—is used.

          Example: {!$GlobalConstant.True}

          • Type: Input
          • Data type: Boolean
          • Used in: All inbound and guest flows
          Anonymous Booking Selected

          Indicates whether a user wants a service resource to be assigned automatically.

          Important
          Important Always specify a value for this field.

          Example: {!$GlobalConstant.True}

          • Type: Input and Output
          • Data type: Boolean
          • Used in: All inbound and guest flows
          Correlation Id

          The unique ID of the appointment scheduling data. Correlation ID is one of the parameters of the ServiceAppointmentRequestInfo class that’s passed to the ServiceResourceScheduleHandler Apex interface.

          For example, use Correlation Id to identify the system that is calling the ServiceResourceScheduleHandler interface implementation. If a value isn’t set, a random identifier is passed.

          • Type: Input
          • Data type: String
          • Used in: All inbound and guest flows
          Default Time Zone

          The time zone according to which the service resource's available slots appear. If a value isn't set, time slots appear according to the time zone of the user running the flow.

          See Supported Time Zones.

          Example: America/Los_Angeles

          • Type: Input
          • Data type: String
          • Used in: All inbound and guest flows
          Filter By Resource IDs

          A comma-separated list of resource IDs.

          If a value is set, the component shows only available resources from this list.

          If a value is set for this attribute and Anonymous Booking is set to {!$GlobalConstant.True}, when a user selects the Anonymous Booking option, the screen shows time slots for only these resources.

          Example: 0Hnxx0000004DdpCAE, 0Hnxx0000004DscCAE

          • Type: Input
          • Data type: String
          • Used in: All inbound and guest flows
          Inbound Scheduling

          Indicates whether a screen is used in inbound scheduling flow.

          Important
          Important Always set the value to true.

          This attribute doesn’t change any elements on the screen but takes care of the other conditions on the screen.

          If a value isn't set, false—the default value—is used.

          Example: {!$GlobalConstant.True}

          • Type: Input
          • Data type: Boolean
          • Used in: All inbound and guest flows
          Number of Resources to Show (Appointment Distribution)

          The maximum number of resources that are available for users to choose from when appointment distribution is enabled.

          If a value isn't set, the component shows a maximum of 10 resources. To get good performance, set the value to 10 or less.

          • Type: Input
          • Data type: Integer
          • Used in: All inbound and guest flows
          Parent Record ID

          The ID of the parent record for which the appointment is being scheduled. Supported values are account ID, case ID, opportunity ID, and lead ID.

          Example: 001xx000003GZQFAA4

          • Type: Input
          • Data type: String
          • Used in: All inbound flows
          Scheduling Policy

          The developer name of the scheduling policy that is used by the schedule optimizer.

          Note
          Note This field doesn’t support Salesforce ID.

          Example: default_appointment_scheduling_policy

          • Type: Input
          • Data type: String
          • Used in: All inbound and guest flows
          Selected End Time

          The end time of the time slot. If a value is set, a time slot that ends at this time is selected by default.

          When a user selects a time slot on the screen, the value is updated based on the selected time slot.

          Important
          Important When a user selects a service resource, Salesforce Scheduler clears the selected time slot information. Salesforce recommends that when you use this attribute, you also set a value for the Service Resource attribute to select a default service resource.

          Format: MM/DD/YYYY, hh:mm AM/PM

          Example: 6/8/2021, 7:30 PM

          • Type: Input and Output
          • Data type: DateTime
          • Used in: All inbound and guest flows
          Selected Start Time

          The start time of the time slot. If a value is set, a time slot that starts at this time is selected by default.

          When a user selects a time slot on the screen, the value is updated based on the selected time slot.

          Important
          Important When a user selects a service resource, Salesforce Scheduler clears the selected time slot information. Salesforce recommends that when you use this attribute, you also set a value for the Service Resource attribute to select a default service resource.

          Format: MM/DD/YYYY, hh:mm AM/PM

          Example: 6/8/2021, 7:00 PM

          • Type: Input and Output
          • Data type: DateTime
          • Used in: All inbound and guest flows
          Selected Time Zone

          The time zone selected by a user.

          See Supported Time Zones

          Example: America/Los_Angeles

          • Type: Input and Output
          • Data type: String
          • Used in: All inbound and guest flows
          Service Resource

          The ID of the selected service resource for which time slots are shown.

          When a user selects a service resource, this value is auto-populated.

          Example: 0Hnxx0000004D56CAE

          • Type: Input and Output
          • Data type: String
          • Used in: All inbound and guest flows
          Service Resource Booking

          Indicates whether service resource booking is enabled. If the value is set to true, the screen shows available resources.

          If the value is set to false, the screen doesn’t show available resources. You can set this value to false only when you enable anonymous booking.

          If anonymous booking is enabled and if this value is set to true, users can either select a service resource or select the Automatically assign a service resource option.

          If a value isn't set, true—the default value—is used.

          Example: {!$GlobalConstant.True}

          • Type: Input
          • Data type: Boolean
          • Used in: All inbound and guest flows
          Service Territory

          The ID of the service territory for which available service resources and time slots appear.

          Example: 0Hhxx0000004DUuCAM

          • Type: Input
          • Data type: String
          • Used in: All inbound and guest flows
          Show service resources by Availability

          Indicates whether service resources are sorted by availability, with earliest available resources shown first.

          Set this value to false only if you’re using Appointment Distribution so that service resources are sorted based on the assignment policy.

          If a value isn't set, true—the default value—is used.

          Example: {!$GlobalConstant.True}

          • Type: Input
          • Data type: Boolean
          • Used in: All inbound and guest flows
          Show Time Zone Pick List

          Indicates whether the time zone picklist appears.

          If a value isn't set, false—the default value—is used.

          Example: {!$GlobalConstant.False}

          • Type: Input
          • Data type: Boolean
          • Used in: All inbound and guest flows
          Start Date

          The date for which time slots appear.

          If the value is empty or set to a date in the past, time slots for the current date appear. If the value is set to a future date, time slots for the specified date appear.

          If the screen can show time slots for 7 days, then time slots appear for the start of the week to the end of the week for the specified date. For example, if the date passed is 2021-06-08T19:30:00Z, which is a Tuesday, time slots appear for 6 June 2021 (Sunday) to 12 June 2021 (Saturday).

          If the screen can show time slots for only one day, time slots appear only for the specified date.

          Format: YYYY-MM-DDThh:mm:ssZ

          Example: 2021-06-08T19:30:00Z

          • Type: Input and Output
          • Data type: String
          • Used in: All inbound and guest flows
          Time Slot Preload Multiplier

          A multiplier that is used to determine the number of days for which time slots are fetched by each server call. Supported values are 1 and 2.

          For example, if the screen can show time slots for 7 days and if this value is 2, time slots for 14 days (7x2) are fetched by each server call.

          Tip
          Tip If your users generally look at time slots beyond the default dates that appear, set the value to 2 to reduce the number of server calls.
          • Type: Input
          • Data type: Integer
          • Used in: All inbound and guest flows
          Validations

          The error messages in the Select Service Resource and Service Appointment Time component.

          This value is auto-populated. For example, the attribute stores the error message that’s generated when a user tries to navigate to the next screen without selecting a time slot.

          • Type: Input and Output
          • Data type: String
          • Used in: All inbound and guest flows
          Work Type Group

          The ID of the work type group for which the screen shows service resources and time slots.

          Example: 0VSxx0000004D0GGAU

          • Type: Input and Output
          • Data type: String
          • Used in: All inbound and guest flows
           
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