Before you set up Appointment Assistant, follow these steps.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
| The Field Service Appointment Assistant managed package and permission set license are required. |
| User Permissions Needed | |
|---|---|
| To create, customize, or publish a site: | Create and Set Up Experience Sites AND View Setup and Configuration |
Step 1: Install the Appointment Assistant Package
Install the latest versions of the packages.
To install the latest versions of the Salesforce Field Service Managed Package and Appointment Assistant, see Field Service Package Installation Hub.
Step 2: Create an Experience Builder Site for Appointment Assistant
To build a responsive web page for the Field Service Appointment Assistant components, first create an Experience Builder site.
- Enable Digital Experiences in your Salesforce org.
- From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
- Click New.
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Follow the instructions for setting up an Experience Cloud site.
Note When selecting an Experience Cloud template, don’t use the Lightning Web Runtime (LWR) templates.
Step 3: Set Up Digital Engagement for Appointment Assistant
Salesforce Digital Engagement, which is an optional purchase, works seamlessly with Field Service Appointment Assistant when sending SMS notifications and using messaging apps like WhatsApp to update customers. However, you don’t need Digital Engagement to use Appointment Assistant. Instead, you can send customer messages through other channels such as email.
To use Digital Engagement, see Set Up Messaging Channels.
Unused conversations and triggered and bulk messages are forfeited at the subscription’s end date. To purchase additional conversations or triggered and bulk messages, contact your Salesforce representative.