Scheduler | Collect Appointment Details for Scheduler

Collects the details required to schedule a service appointment. For example, if the user wants to schedule an appointment, this action asks for ‌details such as the date, subagent, service resource, and so on.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Foundations or Agentforce 1 Editions
User Permissions Needed  
See Common User Access for Standard Agent Actions.

Action Details

API Name CollectAppointmentDetailsForScheduler
Reference Action Type Flow
Reference Action collAppt
Does this action execute one or more prompt templates? No

Considerations

  • This action expects the names of appointment subagents, service territories, and service resources. It doesn't support IDs of these objects.