Troubleshoot Issues with Appointment Scheduling

Verify whether your users have the required field-level permissions to manage appointments. Identify and fix issues related to the availability of records on flow screens that can occur when your users are managing appointments.

  • Salesforce Scheduler Troubleshooter
    Salesforce Scheduler uses scheduling policies and other settings and permissions to show records and time slots for appointment scheduling. Salesforce Scheduler Troubleshooter verifies whether the data is set up accurately, users have the relevant permissions, and the object records are shared appropriately. Users with the out-of-the-box System Administrator profile can run Troubleshooter at any time—before or after setup—to identify and fix issues related to org, service resource, and Experience Cloud user setup.
  • Debug a Salesforce Scheduler Flow as Another User
    Test and debug a flow as another user without logging in as that user. You can troubleshoot a flow by seeing the flow’s debug log as a user sees it.
  • Checklist to Troubleshoot Flow Screens in Salesforce Scheduler
    Salesforce Scheduler uses various settings, policies, and filters to show records on flow screens. When users don't see records on flow screens, troubleshoot using these steps. Before you troubleshoot, check data permissions and field-level permissions to confirm that users have the necessary access.
  • Field-Level Security (FLS) Permissions Checklist
    With field-level security (FLS) settings, you can restrict your users’ access to view and edit specific fields. You can also use FLS settings to provide access to fields that are required to create and modify appointments. If you face FLS permission errors, ensure that users have the necessary field-level permissions.