Reassign an Outbound Appointment in Salesforce Scheduler

Reassign a service appointment to change the primary service resource when the assigned service resource is unavailable.

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, Create, and Edit on service appointments Read on accounts, contacts, operating hours, service resources, service territories, work types, and work type groups

Before you reassign a service appointment

Clone the Outbound Modify Appointment flow, and set the value of the changeServiceResource variable to true. Then, save and activate the flow.
To launch the cloned Outbound Modify Appointment flow, create the Change Service Resource quick action for the Service Appointment object. Then, add the Change Service Resource quick action button to the Service Appointment page layout.

Note Salesforce Scheduler doesn’t support changing service resources for anonymous and multi-resource appointments.

On the Service Appointments tab, click the service appointment that you want to reassign.
On the record page, click the Change Service Resource quick action.
Select another service resource, and then click Next.
The Same Slot Available column indicates if the service resource is available at the time slot that was selected for the appointment.
Review the service appointment details, click Next, and then click Finish.