Customize the default appointment types that are available when users create appointments in Salesforce Scheduler.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
Salesforce Scheduler uses the values in the Default Appointment Type picklist—of the Work Type object—to show appointment types.
To add picklist values to the Default Appointment Type picklist:
- From Setup, click Object Manager.
- Select Work Type.
- Select Fields & Relationships, and then select Default Appointment Type.
- In the Default Appointment Type Picklist Values section, click New.
-
Enter the values, such as phone, at a branch,
or video. Each value goes on its own line.
For value in each line, a picklist value is created. By default, the API name of a picklist value is the same as the picklist value. Salesforce Scheduler verifies whether the API name of a picklist value matches the name of a utility icon that Lightning Design System provides. If the names match, Salesforce Scheduler uses the icon with the same name. If the names don't match, Salesforce Scheduler uses the default lightning icon.
- To edit the icons for appointment types, edit the API names and then enter the names of utility icons that you want to use.
- Save your changes.