Salesforce Docs Portal

Launch Book Service Appointment Flow

You can launch the Book Service Appointment flow from various places in your Salesforce org, such as an account, an asset, a work type group, a quote, or a work order.

Required Editions

Available in: Lightning Experience
Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability.
REQUIRED USER PERMISSIONS  
To use Book Service Appointmment:

Salesforce Field Service

AND

Book Service Appointment

AND

Field Service Scheduling

There are many ways to launch a flow to suit your requirements. Here are a few methods to launch the Book Service Appointment flow:

Method Description
Embed in a Lightning Page To easily make a flow available to Lightning Experience or Salesforce app users, embed it in a Lightning page. See Add a Flow to a Lightning Page.
Create a Quick Action (Button) Launch workflows and perform a series of actions with just a few clicks. To quickly start the Book Service Appointment flow, create a quick action (button) on a record page. See Create a Quick Action to Launch the Flow.
Create a button Launch the Book Service Appointment flow from a custom button. See Run an Autolaunched Flow from a Custom Button and Distribute the Flow with a Custom Button.
Launch from Lightning Web Component (LWC) Embed the Book Service Appointment flow within any Lightning Web Component using the Lightning flow component. This allows you to launch the flow seamlessly within the context of a custom component. See Flow.
Launch from a Related List You can start the Book Service Appointment flow from list buttons in list views or related lists. This method opens the flow in a window. See Custom Buttons and Links and Customize Related Lists.
Launch from Utility Bar Add the Book Service Appointment flow to the utility bar to launch the flow from any page within Salesforce. See Display a Flow on Every Page in Your Salesforce Org.
Trigger from an Apex class You can launch a flow from an Apex class. The Flow. Interview class provides advanced controller access to flows and allows you to launch a flow and retrieve or manipulate flow variables using methods such as getVariableValue. See Starting Flow Interviews.

Book Service Appointment flow can be called from any object. In this example, we are showing the steps to launch it from a Work Order object.

Example: Add a Quick Action for Book Service Appointment to a Work Order

Add a quick action button on the Work Order object to start the Book Service Appointment flow.

Required Editions

Available in: Lightning Experience
Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability.
REQUIRED USER PERMISSIONS  
To create and update custom quote:

Omnistudio Admin

AND

Salesforce Pricing Admin

AND

Salesforce Pricing Manager

AND

Salesforce Pricing Design Time User
Note
Note You can launch Book Service Appointment in several ways.
  1. Create the Book Service Appointment button on the Work Order object.
    1. From Object Manager, in the Quick Find box, enter Work Order, and then select Work Order.
    2. Go to Buttons, Links, and Actions, and click New Button or Link.
    3. Enter a label.
      For example, enterBook Service Appointment.
    4. Enter a name.
      For example, enter Book_Service_Appointment.
    5. SelectDetail Page Buttonas the display type.
    6. From Behavior, select Display in new window.
    7. SelectURLas the content source.
    8. In URL, use the Lightning_App link with the c__recordId parameter as the button link.
      The URL must follow this format:

      /lightning/n/<lightning_app_name>?c__recordId=<work_order_id>

      <work_order_id>: Replace with the Order ID, based on where the flow is launched from.

      <lightning_app_name>: Replace with the label of the Lightning app page where you embedded the Book Service Appointment flow.

    9. To validate the format and structure of the URL, click Check Syntax.
    10. Save your changes.
      The Book Service Appointment button is created and it appears in the list of buttons.
  2. Add a Book Service Appointment button to the Work Order page.
    1. From the Object Management settings for Work Order, go to Page Layouts.
    2. Click Work Order Layout.
    3. In the Work Order Layout section, click Buttons.
    4. Drag the Book Service Appointment button to the Custom Buttons section under Work Order Detail.
    5. Save your changes.
    The Book Service Appointment button is added to all Work Order pages.