Build a scheduling application using Salesforce Scheduler APIs to book an anonymous appointment by assigning service resources automatically. Account users and guest users don’t always know the name of the service resource, and sometimes they don’t care which resource they’re assigned to. You can automatically assign a service resource based on the time slot that a user selects. To protect users’ privacy, you can also hide their names on the review appointment page.
Before you can use the scheduler developer resources to build the app, set up Salesforce Scheduler for your organization. For more information, see Set Up Salesforce Scheduler.
These steps provide a high-level overview of how you can create an app to let users schedule appointments without selecting service resources.
-
Authenticate with a Connected App
The first step in an API-based integration is to connect to Salesforce and get an access token using OAuth. OAuth access token authentication is the most secure way to authenticate SOAP and REST API calls.
-
A work type group represents a general appointment category or topic, such as a home loan or investment. Use the
Query()method on the WorkTypeGroup object to retrieve a list of work type groups. -
An engagement channel is a medium, such as Phone, Video, and In Person that service resources use to meet customers.
-
A service territory represents a branch or office location where your service resources (appointment attendees) operate from or meet customers. Use the
service-territoriesConnect API to fetch a list of service territories based on a work type group or work type. -
A time slot represents a period in a day when an appointment can be scheduled. Use the
available-territory-slotsConnect API to fetch the consolidated availability of each service resource within the selected territory. -
A service appointment represents an appointment booked through Salesforce Scheduler. Make a POST request on the
service-appointmentsConnect API to create the appointment.