---
schema_version: "1"
id: 191ef36d9a11eba1eda7d0ce27b99f18fc82445b160bae8962b6bdb635c99b92
title: Customize Standard Flow Templates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/ls_customize_flows.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.ls_customize_flows.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2483d8da883594aa6f60db99aa414dd06ad89c06f267231143e48503fbb7c2e5
description: The flows in Salesforce Scheduler are installed as standard flow templates. You can customize any of the flows to suit your business needs.
products:
  - Scheduler
  - Salesforce Platform
release: "264"
---
# Customize Standard Flow Templates

The flows in Salesforce Scheduler are installed as standard flow templates. You can customize any of the flows to suit your business needs.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d61189e66">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d61189e66 ">To open, edit, or create a flow in Flow Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d61189e66 ">Manage Flow</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d61189e66 ">To run a flow:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d61189e66 ">Run Flows</td>

          </tr>
        </tbody>
      </table>

To customize a flow, create a flow based on a standard flow template.

1. From Setup, in the Quick Find box, enter Flows, select **Flows**, and then **New Flow**.
2. Select **Use a Template**, and click **Next**.
3. Select the template that you want to customize, and click **Create**.
4. Customize the flow according to your business requirements. For example, you can use these global flow variables for some quick customizations.
    
    - If you customize the flow to use the flow components in a different order or remove any of the steps in the standard flows, then these flow variables might not work as designed.
    - The flow variables listed in the table are available in all Salesforce Scheduler flows.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <thead class="slds-text-title_caps ">
            <tr><th style="vertical-align:bottom;text-align:left;" id="d61189e159-option">Flow Variable</th>

            <th style="vertical-align:bottom;text-align:left;" id="d61189e159-desc">Description</th>
          </tr></thead>
          <tbody><tr class="">
            <th style="vertical-align:top;" headers="d61189e159-option" id="d61189e172">allowAnonymousBooking</th>

            <td style="vertical-align:top;" headers="d61189e159-desc d61189e172">Enable automatic service resource assignment to let your users schedule appointments
              without having to choose a service resource. To skip the resource selection page and
              automatically assign service resources, set allowAnonymousBooking to
              <kbd>True</kbd> and allowResourceBooking to <kbd>False</kbd>. To
              give users the option to choose between automatic resource assignment and manual resource
              selection, set both allowAnonymousBooking and allowResourceBooking to
              <kbd>True</kbd>.<p>For more information, see <a href="https://help.salesforce.com/s/articleView?id=platform.ls_auto_assgnmnt_anonymous_schdlng.htm&amp;release=264.0.0&amp;type=5" title="You can enable automatic service resource assignment to let users schedule appointments without selecting service resources. Customers or guest users don’t always know the names of service resources. And sometimes they don’t care about which resource they’re assigned. After you enable automatic resource assignment, service resources are automatically assigned based on the time slots users select. Also, you can hide the assigned resources’ names on the appointment summary page to protect their privacy.">Enable Automatic Resource Assignment and Anonymous Scheduling</a>.</p>
            </td>

          </tr>
          <tr class="">
            <th style="vertical-align:top;" headers="d61189e159-option" id="d61189e199">allowResourceBooking</th>

            <td style="vertical-align:top;" headers="d61189e159-desc d61189e199">Give users the option to manually select a service resource. To skip the resource
              selection page and automatically assign service resources, set allowAnonymousBooking to
              <kbd>True</kbd> and allowResourceBooking to <kbd>False</kbd>. To
              give users the option to choose between automatic resource assignment and manual resource
              selection, set both allowAnonymousBooking and allowResourceBooking to
              <kbd>True</kbd>.<p>For more information, see <a href="https://help.salesforce.com/s/articleView?id=platform.ls_auto_assgnmnt_anonymous_schdlng.htm&amp;release=264.0.0&amp;type=5" title="You can enable automatic service resource assignment to let users schedule appointments without selecting service resources. Customers or guest users don’t always know the names of service resources. And sometimes they don’t care about which resource they’re assigned. After you enable automatic resource assignment, service resources are automatically assigned based on the time slots users select. Also, you can hide the assigned resources’ names on the appointment summary page to protect their privacy.">Enable Automatic Resource Assignment and Anonymous Scheduling</a>.</p>
            </td>

          </tr>
          <tr class="">
            <th style="vertical-align:top;" headers="d61189e159-option" id="d61189e226">showServiceResource</th>

            <td style="vertical-align:top;" headers="d61189e159-desc d61189e226">Set to <kbd>False</kbd> to hide assigned service resources’ names on the
              appointment review page.<p>For more information, see <a href="https://help.salesforce.com/s/articleView?id=platform.ls_enable_anonymous_scheduling.htm&amp;release=264.0.0&amp;type=5" title="When anonymous scheduling is enabled, users don’t get to choose service resources during the scheduling process. Also, assigned resources’ names aren’t shown on the appointment summary page. Hiding service resource names from users protects their privacy. It also gives you the flexibility to assign different resources to appointments if the resources initially assigned become unavailable.">Enable Anonymous Resource Scheduling</a>.</p>
            </td>

          </tr>
          <tr class="">
            <th style="vertical-align:top;" headers="d61189e159-option" id="d61189e247">distanceUnit</th>

            <td style="vertical-align:top;" headers="d61189e159-desc d61189e247">Set to <kbd>km</kbd> or <kbd>mi</kbd> to show distances on the
              service territory selection page in kilometers or miles. If you don’t enter a value or enter
              any other value, distances are shown in miles.</td>

          </tr>
          <tr class="">
            <th style="vertical-align:top;" headers="d61189e159-option" id="d61189e263">SchedulingPolicyName</th>

            <td style="vertical-align:top;" headers="d61189e159-desc d61189e263">Specify a scheduling policy’s developer name to invoke it from the flow.</td>

          </tr>
          <tr class="">
            <th style="vertical-align:top;" headers="d61189e159-option" id="d61189e272">WorkTypeGroupId</th>

            <td style="vertical-align:top;" headers="d61189e159-desc d61189e272">Specify the ID of a work type group to preselect it on the Select Work Type Group
              page.</td>

          </tr>
          <tr class="">
            <th style="vertical-align:top;" headers="d61189e159-option" id="d61189e281">showTimeZonePicklist</th>

            <td style="vertical-align:top;" headers="d61189e159-desc d61189e281">Set to <kbd>True</kbd> to show a list of time zones supported in
              Salesforce on the appointment time slot page. Users can select a time zone from the list. Set
              to <kbd>False</kbd> to hide the list. When the list is hidden, the time slots are
              shown in the user’s (appointment scheduler’s) time zone.</td>

          </tr>
        </tbody></table>
5. Click **Show Advanced** and then make sure that **Salesforce Scheduler Flow** is selected as the Type.
6. Save the flow.
7. Activate the flow.
    1. In the list of flows, click the name of the new flow.
    2. Under Flow Versions, next to the latest version of the flow, click **Activate**.

Create a Schedule Appointment action and add it to the relevant object’s page layout.

#### See Also

- [Set Up a Custom Outbound Flow (Optional)](https://help.salesforce.com/s/articleView?id=platform.ls_create_custom_action.htm&release=264.0.0&type=5 "To give your users access to a customized version of the Outbound New Appointment flow or Outbound Modify Appointment standard flow template, create an action and add it to the relevant page layout.")