To give your users access to the Outbound Modify Appointment flow, add the Modify Service Appointment action to the service appointment page layout.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
To use the Schedule Appointment action, a user needs the Run Flows permission.
- In Setup, click Object Manager, and select Service Appointment.
- Select Page Layouts and select the page layout that you want to add the Modify Service Appointment action to.
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Select Mobile & Lightning Actions in the palette.
If you see a link to override the predefined actions in the Salesforce Mobile and Lightning Experience Actions section of the layout editor, click the link.
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Drag Modify Service Appointment to the top of the Salesforce
Mobile and Lightning Experience Actions section.
Note By default, the Modify Service Appointment action exposes the provided Outbound Modify Appointment flow to users. To distribute a customized version of the Outbound Modify Appointment flow, create an action that uses the customized flow. - If you’re setting up the Outbound Modify Appointment flow to reassign service appointments, drag Reassign Service Appointment to the top of the Salesforce Mobile and Lightning Experience Actions section.
- Save your changes.
Users can now click Modify Service Appointment or the link in the dropdown list on the service appointment record page to reschedule appointments.