To schedule appointments, authenticated users need certain user and object permissions. You can grant these permissions to users through their user profiles or permission sets.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To create and edit events on Salesforce calendar | Edit Events on service resources |
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- Click Edit next to the profile that you want to assign permissions to.
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Under General User Permissions, select these permissions.
User Permission Purpose Access Activities To create and update events on Salesforce calendar.
Note Required only if the Event Management setting is enabled.Run Flows To run inbound flows. -
Under Standard Object Permissions, define appropriate access levels for these
objects.
Object Permissions Accounts Read Appointment Category Read Contacts Read Operating Hours Read Service Appointments Read, Create, Edit Service Appointment Attendee Read, Create, Edit Service Resources Read Service Territories Read Shift Read Appointment Topic Time Slots Read Work Types Read Work Type Groups Read -
To allow authenticated users to remove other attendees from a group service
appointment, update the organization-wide sharing settings on the Service Appointment
Attendees object to allow public access.
For more information, see Set Your Internal Organization-Wide Sharing Defaults.
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Save your changes.
Important Under Field-Level Security, Salesforce Scheduler provides required access for these objects by default.Object Field Permission Service Resource Skill Skill Level, End Date Read Skill Requirement Skill Level Read If you remove these permissions, it can lead to an error.