Service Appointments

PATCH is available in version 51.0 and later.

JSON example

1{
2  "serviceAppointment": {
3    "parentRecordId": "0012w000004oZXgAAM",
4    "workTypeId": "08q2w000000XmniAAC",
5    "serviceTerritoryId": "0Hh2w000000XmoXCAS",
6    "schedStartTime": "2020-02-26T15:00:00.000Z",
7    "schedEndTime": "2020-02-26T16:00:00.000Z",
8    "street": "1 Market Street",
9    "city": "San Francisco",
10    "state": "CA",
11    "postalCode": "94105",
12    "country": "USA",
13    "appointmentType": "In Person",
14    "extendedFields": [
15 {
16                "name": "Email",
17                "value": "rachel.adams@salesforce.com"
18            },
19            {
20                "name": "Phone",
21                "value": "111111111"
22            },
23            {
24                "name": "Description",
25                "value": "Test Description"
26 }
27]
28  },
29  "assignedResources": [
30    {
31      "serviceResourceId": "0Hn2w000000gDWDCA2",
32      "isRequiredResource": true,
33      "isPrimaryResource": true,
34      "extendedFields": []
35    },
36    {
37      "serviceResourceId": "0Hn2w000000gCqnCAE",
38      "isRequiredResource": true,
39      "isPrimaryResource": false,
40      "extendedFields": []
41    }
42  ]
43}

JSON example for unauthenticated user

1{
2  "serviceAppointment": {
3    "workTypeId": "08q2w000000XmniAAC",
4    "serviceTerritoryId": "0Hh2w000000XmoXCAS",
5    "schedStartTime": "2020-02-26T15:00:00.000Z",
6    "schedEndTime": "2020-02-26T16:00:00.000Z",
7    "street": "1 Market Street",
8    "city": "San Francisco",
9    "state": "CA",
10    "postalCode": "94105",
11    "country": "USA",
12    "appointmentType": "In Person",
13    "extendedFields": []
14  },
15  "assignedResources": [
16    {
17      "serviceResourceId": "0Hn2w000000gDWDCA2",
18      "isRequiredResource": true,
19      "isPrimaryResource": true,
20      "extendedFields": []
21    }
22  ],
23  "lead": {
24        "firstName": "Rachel",
25        "lastName": "Adams",       
26        "phone": "012-345-6789",            
27        "email": "rachel.adams@salesforce.com",
28        "company": "Salesforce",
29        "extendedFields": []
30    }
31}

Properties

Name	Type	Description	Required or Optional	Available Version
assignedResources	Assigned Resource Input[]	Service resource who is assigned to a service appointment. When creating an appointment, you can use extendedFields to add values to any of the fields, including custom fields, in assignedResources as long as you have edit access to those fields. Note	Optional	48.0
lead	Lead Input[]	Prospect or lead.	Required if serviceAppointment isn’t provided Required to create a service appointment with unauthenticated guest users. Note	48.0
schedulingPolicyId	String	ID of the AppointmentSchedulingPolicy object. If no scheduling policy is passed in the request body, the default configurations are used. The only scheduling policy configuration that is used in determining time slots is the enforcement of account visiting hours.	Optional	48.0
serviceAppointment	Service Appointment Input[]	Appointment to complete a service work for a customer. When creating an appointment, you can use extendedFields to add values to any of the fields, including custom fields, in serviceAppointment as long as you have edit access to those fields. Note	Required if lead isn’t provided	48.0

JSON example

1{
2  "serviceAppointmentId": "08pxx0000004C92AAE",
3  "serviceAppointment": {
4    "workTypeId": "08pxx0000004C92AAE",
5    "serviceTerritoryId": "0Hh2xx0000004CAeCAM",
6    "schedStartTime": "2020-09-15T16:00:00+0000",
7    "schedEndTime": "2020-09-22T16:45:00+0000",
8    "street": "1 Market Street",
9    "city": "San Francisco",
10    "state": "CA",
11    "postalCode": "94105",
12    "country": "USA",
13    "appointmentType": "In Person",
14    "extendedFields": [
15      {
16        "name": "Email",
17        "value": "rachel.adams@salesforce.com"
18      },
19      {
20        "name": "Phone",
21        "value": "111111111"
22      },
23      {
24        "name": "Description",
25        "value": "Test Description"
26      }
27    ],
28  "assignedResources": [
29    {
30      "serviceResourceId": "0Hnxx0000004CAeCAM",
31      "isRequiredResource": true,
32      "isPrimaryResource": false,
33      "extendedFields": []
34    },
35  ]
36}

Request example to update the scheduled time

The API updates the equivalent Salesforce calendar events and block times when the scheduled time is updated.

Note

1{
2  "serviceAppointmentId": "08pxx0000004C92AAE",
3  "serviceAppointment": {
4    "schedStartTime": "2020-09-15T16:00:00+0000",
5    "schedEndTime": "2020-09-22T16:45:00+0000",
6}

Request example to update the work type

1{
2  "serviceAppointmentId": "08pxx0000004C92AAE",
3  "serviceAppointment": {
4    "workTypeId": "08qxx0000004C92AAE",
5}

Request example to update the service territory

1{
2  "serviceAppointmentId": "08pxx0000004C92AAE",
3  "serviceAppointment": {
4    "serviceTerritoryId": "0Hhxx0000004CAeCAM"
5}

Properties

Name	Type	Description	Required or Optional	Available Version
assignedResources	Assigned Resource Input[]	Service resource who is assigned to a service appointment. When updating an appointment, pass the complete list of resources needed. If you don’t pass a resource that is assigned to a service appointment, the API deletes that assigned resource. For example, suppose that an existing service appointment has assigned resources: A and B and if you pass assigned resources: B and C. The API checks the resource availability of B and C for existing work type and service territory, and if both are available, the service appointment gets updated with: Resource A—Deleted Resource B—Updated Resource C—Created However, if you don’t pass any of the assigned resources, the API assumes there is no change. When updating an appointment, you can use extendedFields to add values to any of the fields, including custom fields, in assignedResources as long as you have edit access to those fields. Note	Optional	51.0
schedulingPolicyId	String	ID of the AppointmentSchedulingPolicy object. If no scheduling policy is passed in the request body, the default configurations are used. The only scheduling policy configuration that is used in determining time slots is the enforcement of account visiting hours.	Optional	51.0
serviceAppointment	Service Appointment Input[]	Appointment to complete a service work for a customer. When updating an appointment, pass only the fields that need to be updated. When updating an appointment, you can use extendedFields to add values to any of the fields, including custom fields, in serviceAppointment as long as you have edit access to those fields. Note	Required	51.0
serviceAppointmentId	String	ID of the service appointment that you want to update.	Required	51.0