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Manage Appointments with Salesforce Scheduler
Reassign an Inbound Appointment in Salesforce Scheduler

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Reassign an Inbound Appointment in Salesforce Scheduler

Customers, partners, and prospects can change the primary service resource when the assigned service resource is unavailable.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To run appointment flows: Run Flows
To create and modify appointments in Salesforce Scheduler:
  • Read, Create, and Edit on service appointments
  • Read on accounts, contacts, operating hours, service resources, service territories, work types, and work type groups

Before you reassign a service appointment, ensure that you’ve cloned the Inbound Modify Appointment flow and set the value of the changeServiceResource variable to true. Then, save and activate the flow.

Note
Note Salesforce Scheduler doesn’t support changing service resources for anonymous and multi-resource appointments.
  1. On the Service Appointments tab, click the service appointment that you want to reassign.
  2. Click Change Service Resource.
  3. Select another service resource, and then click Next.
    The Same Slot Available column indicates if the service resource is available at the time slot that was selected for the appointment.
  4. Review your service appointment details, click Next, and then click Finish.

See Also

 
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