Customize the information that appears on flow screens. For example, preselect options, autofill values, and filter records.
- Salesforce Scheduler Flows
Salesforce Scheduler includes standard flow templates that are specific to scheduling inbound and outbound customer appointments. Use the provided Salesforce Scheduler flows or customize them according to your company’s needs. - Add Components to Salesforce Scheduler Flow Screens
Add components to flow screens to display additional information or to capture additional inputs. For example, add labels and logos for branding. - Change the Fields That Appear on Service Resource Cards
Modify the compact layout to change the fields that appear on the service resource cards when users create a service appointment. - Show Images on Service Resource Cards
Use formula fields to show various types of information, such as ratings and status, as images on service resource cards. - Autofill Fields in the Appointment Review Screen
Autofill fields, such as phone and email, in the appointment review screen for inbound and outbound flows. - Preselect an Option on the Select Service Resources Page
Save a click when scheduling an appointment by preselecting an option on the Select Service Resources page. Enter an appropriate value in the Selected Option attribute, depending on the option you want preselected on the page. Or use the selectedTriageOption variable to set the value of the attribute. - Filter Work Type Groups
Let users schedule appointments faster and with relevant work type groups by applying work type group filters in your appointment flows. Specify a list of comma-separated work type group IDs in the Filter by Work Type Group IDs attribute on the Select Work Type Group flow page. Salesforce Scheduler shows only the work type groups that you specify in the list of work type groups. For example, a customer wants to book an appointment with a banker who has expertise in wealth management and is also fluent in the Spanish language. For this customer, you can only specify work type groups IDs that match the criteria. On the work type group selection page, work type groups appear in alphabetical order. - Enable Service Resource Filtering
Let users schedule appointments faster and with the most suitable service resources by applying service resource filters in your appointment flows. Use the Filter by Resource IDs attribute on relevant flow pages to specify a comma-separated list of service resource IDs. Salesforce Scheduler limits its search to the specified list of resources when getting service resources or service territory slots for appointments. On the service resource selection page, service resources appear in the order in which you specify them in the comma-separated list. - Skip the Service Territory Selection Screen
If you want to use virtual territories or set a default service territory, modify the flow to set a default service territory and skip the Select Service Territory screen. You can skip the service territory selection screen for the Outbound New Appointment, Inbound New Appointment, and Inbound New Guest Appointment flows and their instances. You can also show the service territory address on the review screen if necessary. - Manage Time Zones for Appointments
Preset a default time zone for appointment time slot pages or dynamically set a time zone for them. Enable the time zone dropdown list on time slot pages to let users schedule appointments in the time zones they prefer. - Add Validation Rules to Service Appointment Fields
Add validation rules to ensure that user inputs meet your requirements. You can also use validation rules to override the default error messages. For example, you can add a validation rule that enables users to save an appointment only after they enter a subject. - Update Flows to Refresh Inputs
Configure your Salesforce Scheduler flows to ensure that when users go back to a page and make changes during appointment scheduling, the changes are reflected on the subsequent pages. Otherwise, if a user doesn't select the right value on a previous page, they must cancel the scheduling process and start over. - Modify the Review Service Appointment Screen
To modify the Review Service Appointment Screen layout for users, change the Service Appointment layout assigned to the users' profile. - Considerations for Creating a Custom Review Service Appointment Screen
If you want to customize the Review Service Appointment screen beyond the inbuilt customization options, create your own screen. For example, create a custom Review Service Appointment Screen if you want to prefill values on the Review Service Appointment screen for guest flows.