Assign or reassign an attendee and time slot for an interaction. The scheduling flow
shows available resources at the associated location and walks you through selecting a resource
and confirming the interaction. Scheduling an interaction creates or updates the linked service
appointment.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To schedule an interaction:
Workforce Scheduling Service Resource
Open the Interactions list view.
Click New.
In the Add Interaction Details page, specify the details of the interaction such as
name, account, status, a start time, interaction work type, locations, and so on. Then,
click Next.
Review the available attendees and slots and select a resource and a slot in which
they're available.
The list shows attendees available at the location assigned to the interaction based
on your scheduling policies and skill matching.
Click Next.
In the Review Details Stage step, verify the interaction details, including the
assigned resource and scheduled time.
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