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Assign Permissions to Schedule Appointments

Assign users the appropriate user permissions and object access to schedule appointments using the Salesforce Scheduler flows.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions
  1. In Setup, in the Quick Find box, enter Profiles, then select Profiles.
  2. Click Edit next to the profile that you want to assign permissions to.
  3. Under General User Permissions, select these permissions.
    User Permission Purpose
    Run Flows To run appointment flows.
    • Access Activities
    • Edit Events
    		 To write and update events on Salesforce calendar.
    Note
    Note Applicable only when the Event Management setting is enabled.
  4. Under Standard Object Permissions, define appropriate access levels for these objects.
    Object Permissions
    Appointment Topic Time Slots Read
    Accounts Read
    Contacts Read
    Operating Hours Read
    Service Appointments Read, Create, Edit
    Service Resources Read
    Service Territories Read
    Work Types Read
    Work Type Groups Read
  5. Save your changes.
    If you see a permission change confirmation, click Save.