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Reassign Multiple Service Appointments

Reassign multiple service appointments of a service resource to change the primary or required service resource. You can either select a preferred service resource to reassign service appointments or reassign service appointments to the service resources that Salesforce Scheduler suggests based on the availability.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To run appointment flows: Run Flows
To create and modify appointments in Salesforce Scheduler:
  • Read and Edit on service appointments
  • Read on accounts, contacts, engagement channel types, operating hours, service resources, service territories, work types, and work type groups

Here are some things to keep in mind when you reassign multiple appointments.

  • Multiple service appointment reassignments don’t support concurrent scheduling.
  • You can’t reassign an appointment with the In Progress, Canceled, or Completed status.
  • Salesforce Scheduler doesn’t support the Reassign Multiple Service Appointments flow on mobile devices.
  1. Perform an action.
    • On the Service Appointment tab, click Reassign Service Appointments.
    • On a Service resource’s record page, click Reassign Service Appointments.
  2. Filter service appointments.
    1. Select a start date and end date, and a service territory.
    2. Select a service territory member whose appointments you want to reassign.
      If you launch the Reassign Multiple Service Appointments flow from the service resource’s record page, the Service Territory Member field defaults to the selected service resource.
  3. If you want to specify a service resource preferred for appointment reassignment, select Add preferred service territory member, and then select a service territory member.
  4. Click Next.
    The page lists service appointments categorized by work type groups. If the Salesforce Scheduler for Health Cloud setting is enabled, the page categorizes the appointments based on work types. You can select a work type group or work type to list all its related service appointments based on the search criteria.
  5. Select the service appointments, and then select the service resource in the Alternative Service Resource column.
    The Alternative Service Resource column lists the service resources available for the same time slot. When you select a preferred service territory member, the column shows the preferred service territory member if they’re available. Otherwise, the column shows the next available service resource. If no resources are available, the column shows None.
  6. Click Reassign Service Appointments, and then click Next.
  7. Click Finish.