Keep Scheduled Appointments Intact When You Convert Leads

When you convert a lead with scheduled appointments, automatically update the appointment records to associate with an account, contact, or opportunity. The scheduled service appointments are automatically updated and your service resources keep their commitments. Also, any existing scheduling policies and assignments continue to apply to these converted records.

Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions. Workforce Scheduling is bundled as an add-on license for Public Sector Solutions. For more information, contact your Salesforce account executive.

How: From the App Launcher, open Leads. Open the lead record and click Convert.