How Salesforce Scheduler Tracks Appointments

Here are some things to keep in mind when you view updated service appointment records:

• Salesforce Scheduler doesn’t update the fields in service appointments and calendar events when a lead is converted to both an account and a person account.
• If Field Service or Health Cloud exists in the same instance with Salesforce Scheduler, Salesforce Scheduler doesn’t update the Parent Record field of the service appointments for the converted leads and merged accounts.
• Salesforce Scheduler only updates the fields in service appointments and calendar events for merged accounts when the merging accounts are accounts or person accounts.
• When you merge accounts, Salesforce Scheduler doesn’t show the frequently used service resources as suggestions that Scheduler showed for the individual accounts before you merged the accounts. The account preferences and operating hours of the individual accounts also don’t apply to the merged account.

Salesforce Scheduler updates the Parent Record field and the Related To field based on the account and whether the account is related to an opportunity.

Scenario	Before conversion or merge		After conversion or merge
	Service Appointment Parent Record field	Scheduler Calendar Event Related To field	Service Appointment Parent Record field	Scheduler Calendar Event Related To field
Lead converted to a person account without opportunity	Lead record	Lead record	Person account record	Person account record
Lead converted to a person account with opportunity	Lead record	Lead record	Opportunity record	Opportunity record
Lead converted to an account without opportunity	Lead record	Lead record	Account record	Account record
Lead converted to an account with opportunity	Lead record	Lead record	Opportunity record	Opportunity record
Merged accounts or potential duplicate accounts	Individual account records	Individual account records	Principal account record	Principal account record