Subagent: Appointment Management for Field Service
Review the Appointment Management for Field Service subagent’s actions and reference actions.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition. |
The Appointment Management for Field Service subagent includes these actions and associated reference actions. You can configure any element of the flows. To see an explanation of how these examples are configured, see Configure Autonomous Scheduling for Field Service.
| Agent Action | Reference Action | Description | Examples of what can be configured |
|---|---|---|---|
| Cancel Appointment for Field Service | Field Service: Cancel Service Appointment flow | Cancels a given service appointment. | |
| Create Appointment for Field Service | Field Service: Create Service Appointment flow | Creates a work order and a service appointment based on the contact and work type. | You can change where the address is taken from. Instead of taking the address from the contact, which is the default, you can take it from the account. |
| Get Appointment Information for Field Service | Field Service: Get Appointment Information flow | Gets information about service appointments. | You can change the appointment identifier. |
| Get Appointment Time Slots for Field Service | Field Service: Get Appointment Time Slots flow | Gets available appointment time slots based on the time zone, operating hours, and scheduling policy. | You can change the operating hours and the scheduling policy. |
| Get Current Time for Field Service | Field Service: Get Current Time | Gets the current time according to the time zone. The time zone is taken from the operating hours that are associated with the service appointment’s service territory. | |
| Get Engagement Topics for Field Service | Get Engagement Topics invocable action | Retrieves a list of pairs from the engagement topics of the object ID (from the TopicId field) and its object name for the current messaging session. | |
| Get Work Type for Field Service | Field Service: Get Work Types flow | Receives a contact record and generates a list of work types. | You can configure this flow to include only relevant work types. |
| Schedule Appointment for Field Service | Field Service: Schedule Service Appointment flow | Schedules a service appointment using a scheduling policy. | You can change the scheduling policy. |
| Update Appointment Times for Field Service | Field Service: Update Appointment Arrival Window flow | Updates a service appointment’s arrival window start and end times. |
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