Flow Screen Components and Actions Provided in Salesforce Scheduler
Salesforce Scheduler provides additional flow screen components and actions to create flows and modify flows.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
Note To run Salesforce Scheduler flow screen components, you need Lightning runtime.
Flow screen components contain input and output attributes, which are stored in flow variables. You can edit the input attribute values to control the default values and options that appear on the screen. User actions on the screen determine the output attribute values. Salesforce Scheduler updates output attribute values in flow variables when users navigate to the next screen.
After you add flow screen components to capture user inputs, use actions to save the changes.
- Flow Screen Component: Add Service Appointment Attendees
Users can add person account, contact, and lead records as attendees to a service appointment by using the Add Service Appointment Attendees component. - Flow Screen Component: Appointment Booking Invitation Details
With this component, users can specify the details of an appointment invitation. - Flow Screen Component: Configure Rates
Users can configure the rate card for selected work types and service territories by using the Configure Rates component. - Flow Screen Component: Filter Service Appointment Reassignments
With this component, users can specify the criteria for bulk reassignment of service appointments. - Flow Screen Component: Modify or Cancel Service Appointment
Users can modify and cancel service appointments by using the Modify or Cancel Service Appointment component. - Flow Screen Component: Multi-Select Waitlist
With this component, users can either select a list of work types or a list of service resources for a waitlist. - Flow Screen Component: Payment Link
Users can generate a payment link to email or share using other communication channels by using the Payment Link component. - Flow Screen Component: Payments Page
Users can enter their payment details to pay for service appointments by using the Payments Page component. - Flow Screen Component: Preview Payment Configuration
Users can preview the selected work types and service territories and their configured rates using the Preview Payment Configuration component. - Flow Screen Component: Reassign Service Appointments
With this component, users can select alternate service resources to reassign an existing service resource's service appointments to. - Flow Screen Component: Review Inbound or Outbound Service Appointment
Enables licensed users and community users to view and modify a service appointment. - Flow Screen Component: Review Service Appointment
Enables guest users to view a service appointment. - Flow Screen Component: Review URL for Appointment Booking
With this component, users can review the invitation URL that's created for an appointment booking. - Flow Screen Component: Select Actionable List Member Status
With this component, users can select the status for the actionable list members that are updated on the Actionable List screen. - Flow Screen Component: Select Appointment Invitee
With this component, users can select a service resource for an appointment invitation. - Flow Screen Component: Select Appointment Type
Enables users to select an appointment type, such as phone, branch, or video call. - Flow Screen Component: Select Payment Parameters
Users can select an object (such as service territories or work types) to define their payment configuration by using the Select Payment Parameters component. - Flow Screen Component: Select Service Appointment Time
Enables users to select a service appointment time. - Flow Screen Component: Select Service Resource
Enables users to select a service resource (appointment attendee). - Flow Screen Component: Select Service Resources
With the Select Service Resources Flow Screen component, users can select service resources (internal appointment attendees) for an account, case, lead, or opportunity record. - Flow Screen Component: Select Service Resource and Service Appointment Time
Enables users to select a service resource (appointment attendee) and an appointment time. - Flow Screen Component: Select Service Territory
Enables users to select a service territory (branch or office location). - Flow Screen Component: Select Work Type Groups
Enables users to select a work type group (appointment topic) for a service appointment. - Flow Screen Component: Send Appointment Invitation URL Email
With this component, users can compose an email with the generated appointment invitation URL and send the email to the selected actionable list members. - Flow Screen Component: Service Appointment Confirmation
Users can use the Service Appointment Confirmation component to show the confirmation and summary information for a service appointment based on its action status. - Flow Screen Component: Service Appointment Summary
Users can review service appointment details and enroll in or unenroll from the service appointment by using the Service Appointment Summary component. - Flow Screen Component: Service Resource Availability
Enables users to view the list of available service resources (appointment attendees) and select a service resource. - Flow Action: Cancel Appointment
Use the Cancel Appointment action to cancel appointments and to capture cancellation reasons. - Flow Action: Create Appointment Payment Link
Use the Create Appointment Payment Link action to generate a link to pay for a service appointment. - Flow Action: Create Waitlist
Use the Create Waitlist action to create waitlists. - Flow Action: Save Appointment
Use the Save Appointment action to create and modify appointments. - Flow Action: Save Appointment Invitation Details
Use the Save Appointment Invitation Details action to save details of an appointment invitation and appointment invitee. - Flow Action: Save Payment Configuration
Use the Save Payment Configuration action to set the rate card for selected work types and service territories.