Customers, partners, and prospects can use Salesforce Scheduler to schedule appointments
with your service resources. They can also modify appointments to reschedule them or add service
resources, and cancel
appointments. After an appointment is scheduled, deleting service
resources, modifying work type durations, or modifying the appointment to remove assigned
service resources can result in unexpected behavior.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
- Schedule an Inbound Appointment in Salesforce Scheduler
Customers, partners, and prospects can schedule a meeting—in person, by phone, or by video—with service resources. They can also create a group appointment and add multiple person accounts or contact records as attendees.
- Reschedule an Inbound Appointment in Salesforce Scheduler
Customers, partners, and prospects can reschedule a service appointment to change the appointment date and time or to add service resources.
- Reassign an Inbound Appointment in Salesforce Scheduler
Customers, partners, and prospects can change the primary service resource when the assigned service resource is unavailable.
- Cancel an Inbound Appointment in Salesforce Scheduler
Customers, partners, and prospects can cancel an appointment.
