You can customize flow screens to meet your business needs. For example, you can change labels to use your company's terminology and change the preselected values.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
You can add components to flow screens and add flow screen components to flows. If you want to customize screens beyond the inbuilt customization options, you can also create your own flow screens. For more information, see Provided Flow Screen Components and Considerations for Creating a Custom Review Service Appointment Screen.
You can also translate data for Work Type Group, Service Territory, and Service Resource objects. For more information, see Manage Objects’ Data Translations.
- Customize the Select Service Resources Screen
Customize the Select Service Resources screen and the options that appear on the screen. - Customize the Select Work Type Group Screen
Customize the Select Work Type Group screen and the options that appear on the screen. - Customize the Select Appointment Type Screen and the Select Engagement Channel Screen
By default, Salesforce Scheduler shows the Select Appointment Type screen for users to select appointment mediums from. But if the engagement channels are enabled, then Salesforce Scheduler shows the Select Engagement Channel screen. Learn how to customize the screens and the options that appear on the screens. - Customize the Select Service Resource Screen
Customize the Select Service Resource screen and the options that appear on the screen. - Customize the Service Resource Availability Screen
Customize the Service Resource Availability screen and the options that appear on the screen. - Customize the Select Service Territory Screen
Customize the Select Service Territory screen and the options that appear on the screen. - Customize the Select Service Appointment Time Screen
Customize the Select Service Appointment Time screen and the options that appear on the screen. - Customize the Select Service Resource and Service Appointment Time Screen
Customize the Select Service Resource and Service Appointment Time screen and the options that appear on the screen. - Customize the Review Inbound or Outbound Service Appointment Screen
Customize the Review Inbound or Outbound Service Appointment screen and the options that appear on the screen. - Customize the Review Service Appointment Screen
Customize the Review Service Appointment screen and the options that appear on the screen. - Customize the Select Appointment Invitee Screen
Customize the Select Appointment Invitee screen and the options that appear on the screen. - Customize the Appointment Booking Invitation Details Screen
Customize the Appointment Booking Invitation Details screen and the options that appear on the screen. - Customize the Review URL for Appointment Booking Screen
Customize the Review URL for Appointment Booking screen and the options that appear on the screen. - Customize the Collect Waitlist Details Screen
Learn how to customize the options that appear on the Collect Waitlist Details screen. - Customize the Select Work Types for Waitlist or Select Service Resources for Waitlist Screen
Learn how to customize the options that appear on the Select Work Types or Select Service Resources screen. - Customize the Review Waitlist Screen
Learn how to customize the options that appear on the Review Waitlist screen.