Loading
Manage Appointments with Salesforce Scheduler
Table of Contents
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
          Preselect an Option on the Select Service Resources Page

          Preselect an Option on the Select Service Resources Page

          Save a click when scheduling an appointment by preselecting an option on the Select Service Resources page. Enter an appropriate value in the Selected Option attribute, depending on the option you want preselected on the page. Or use the selectedTriageOption variable to set the value of the attribute.

          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
          1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
          2. Create a flow or edit an existing flow.
            Note
            Note Before you can edit a flow, you must deactivate it.
          3. In Flow Builder, edit the flow screen with the Select Service Resources flow screen component.
          4. Select the Select Service Resources flow screen component.
          5. In the Selected Option attribute, enter one of these values.
            • To preselect the By work type group, appointment type, or service territory option, enter findResource.
            • To preselect the By name option, enter specific.
            • To preselect the By previously scheduled service appointments option, enter previousServiceResource.
          6. Save your changes, and then activate the flow.
           
          Loading
          Salesforce Help | Article