Set up and configure Book Service Appointment to help your users book service appointments from Work Order Estimation or other processes.
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. |
Use Salesforce Go in Setup to discover, configure, and track this feature. Access resources and links for more information and configuration help.
- Book Sevice Appointment Licenses and Permissions
Review the licenses and permission sets needed for different personas to set up and use Book Service Appointment. - Enable Features for Book Service Appointment
This procedure outlines how to turn on Asset Service Lifecycle Management and Field Service in Salesforce. You'll turn on settings, add permissions, turn on quotes, and install the Field Service Managed Package to manage assets and service appointments effectively. - Clone and Activate Book Service Appointment Flow
Clone a screen flow to book service appointments. This procedure guides you through setting up a new flow, adding the necessary components, and configuring the flow to book service appointments efficiently. - 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.