---
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title: Set Up Appointment Scheduling from Your AI Coding Assistant
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_health_iam_setup_assistant.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_health_iam_setup_assistant.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5dd8df2f330ee479553c35cd873297dfc37fd5db8d99987b622026a7d554a9fe
description: Configure Health Intelligent Appointment Management without hand-configuring every scheduling object by using a conversational setup assistant in your AI coding assistant. The setup flow verifies Person Accounts and provider data, turns on Data Pipelines and Provider Search, connects Salesforce Scheduler through a Named Credential, and sets up service territories, resources, users, appointment modes, work types, statuses, and the Healthcare Appointment Scheduler console component.
products:
  - Cross Cloud
release: "264"
---
# Set Up Appointment Scheduling from Your AI Coding Assistant

Configure Health Intelligent Appointment Management without hand-configuring every scheduling object by using a conversational setup assistant in your AI coding assistant. The setup flow verifies Person Accounts and provider data, turns on Data Pipelines and Provider Search, connects Salesforce Scheduler through a Named Credential, and sets up service territories, resources, users, appointment modes, work types, statuses, and the Healthcare Appointment Scheduler console component.

**Where:** This change applies to Lightning Experience in Enterprise and Unlimited editions with the Health Cloud, Health Cloud Appointment Management, and Agentforce for Health Cloud add-on licenses. You can run the setup skills using an AI coding assistant, such as Agentforce Vibes or Claude Code, that's connected to the Headless 360 MCP Server (Beta).

_Headless 360 MCP Server is a beta service that is subject to the Beta Services Terms at_ [_Agreements - Salesforce.com_](https://www.salesforce.com/company/legal/agreements/) _or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the_ [_Product Terms Directory_](https://ptd.salesforce.com/)_. Use of this beta service is at the Customer's sole discretion._

**How:** Connect your AI coding assistant to your org through the Headless 360 MCP Server (Beta) and Salesforce CLI. Type a plain-language request to set up Health Cloud, followed by Intelligent Appointment Management. For example, “Set up Health Cloud in this org” and "Set up Intelligent Appointment Management in this org". Your assistant selects the necessary skills and guides you through the rest of the setup. Some steps still require manual actions. The assistant flags those steps when they come up.

#### See Also

- [_Salesforce Help:_ Salesforce Hosted MCP Servers](https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide)
- [_Salesforce Help:_ Headless 360 MCP Servers (Beta)](https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/headless-360-mcp.html)
- [_Salesforce Help:_ Intelligent Appointment Management](https://help.salesforce.com/s/articleView?id=ind.set_up_intelligent_appointment_management.htm&language=en_US)