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Grant Guest Users Required User and Object Permissions
To schedule appointments, guest users need certain user and object permissions. You can grant these permissions to guest users through the guest user profile for your Experience Cloud site.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To create and edit events on Salesforce calendar: | Edit Events on service resources |
Note When you create an Experience Cloud site, Salesforce automatically creates a guest user
profile for it.
- From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
- On the All Sites page, click Builder next to the site for which you want to configure guest access.
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In Experience Builder, click
.
- Under Settings, select the General tab, and then under Public Access, select Guest users can see and interact with the site without logging in.
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Under Guest User Profile, click the guest user profile link.
The profile page opens. - Click Edit.
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Give flow access:
- Click Edit for Enabled Flow Access.
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From the Available Flows list, select the flows for which you want to give the guest user
profile access.
To show a flow in the Available Flows list, ensure that the System Administrator profile is enabled for the flow. For more information, see Manage Access to Salesforce Scheduler Flows.
- To move the selected flows to the Enabled Flows list, click Add.
- Save your changes.
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Under Standard Object Permissions, assign these access levels for the objects:
Object Permissions Appointment Category Read Appointment Topic Time Slots Read Engagement Channel Type Read Leads Read, Create Operating Hours Read Service Appointments Read, Create Service Appointment Attendee Read, Create, Edit Service Resources Read Service Territories Read Shift Read Work Types Read Work Type Groups Read - Save your changes.
- On the profile page, under Field-Level Security, click View next to Time Slot, and then click Edit.
- Give read access to Maximum Appointments and Work Type Group, and then save your changes.
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Set the guest user’s default timezone:
- On the profile page, click View Users.
- Click Edit next to the guest user.
- Under Locale Settings, set the time zone, and then save your changes.
Note For guest users, the date and time formats configured under Salesforce's locale settings are overridden by the browser’s locale settings.
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