(Optional) Set Up Customer-Initiated Scheduling for Prospect Customers in the New Agentforce Builder

By default, only authenticated customers can use Customer-Initiated Scheduling. You can configure guest user access so that prospect customers can schedule appointments without a contact record.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations. Also available with Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition.

User Permissions Needed
To open, edit, or create a flow in Flow Builder:	Manage Flow

Note If you selected to allow guest users as part of the Salesforce Go setup, all of these steps are already completed and you can skip to connecting the agent to your messaging channel. If you’re building this agent manually, follow these steps.

1. Enable guest users from Agentforce Builder.
   1. From the App Launcher, find and select Agentforce Studio, and then click Agents.
   2. Open the agent that you created.
   3. In the Script mode in Agentforce Builder, search for this phrase:

      enableGuestUser: mutable boolean = False

   4. Set the value to True.
2. Add the required permissions. See Object and Field Permissions for Customer-Initiated Scheduling.

Note The guest user functionality is affected by the org’s Standard Contact Matching Rule, which prevents creating two contact records with the same first name and last name. If you want to allow this behavior, modify the rule. See Standard Contact Duplicate Rule.