Additional Configuration for Inbound Modify Appointment Flow

If the Event Management setting is enabled in your org, you must perform extra steps to make the Inbound Modify Appointment flow work.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions
  1. Give your users edit permission on Account and Contact.
    1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
    2. Click Edit next to the profile that you want to assign permissions to.
    3. Under Standard Object Permissions, select Edit for Account and Contact objects.
  2. Give your partner users read and write access to partner account records. You can do that in one of the following ways.
    • Manually share account records with partner users.
    • Create a sharing set to give read and write access to partner users
    • Use a sharing rule on Account to share account records with partner users.
  3. In Sharing Settings, under Organization-Wide Defaults, for Activity, set default internal access to Controlled By Parent.
  4. For the Public field on the Event object, set the field-level security to Visible for partner user and admin profiles.
  5. Create a workflow rule on the Event object to set 'Public' flag to true when partner users create an event.
    workflow rule