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Book Appointment Action

Create or book a new appointment.

This action is available in API version 65.0 and later.

Supported REST HTTP Methods

URI
/services/data/v65.0/connect/health/appointment-management/appointment
Formats: JSON, XML
HTTP Methods: POST
Authentication: Authorization: OAuth2 Bearer Token

Inputs

Input	Details
appointmentTypes	Type Array Description Required, if none of workTypeId, serviceTypes, or serviceCategories is provided. Type of appointment, for example, Follow-up.
channelId	Type String Description Required, if an engagement channel is configured for a visit type. The engagement channel associated with the appointment.
comment	Type String Description Optional The notes associated with the appointment. Maximum length is 256 characters.
description	Type String Description Optional The description of the appointment.
endDate	Type String Description Optional The end time of the appointment.
participants	Type Array Description Required. Patient and Facility (Location) are mandatory. Additionally, either a Device (asset) or a Provider is required for a single resource appointment, and both are required for a multi-resource appointment. List of participants involved in the appointment.
serviceCategories	Type Array Description Required, if none of workTypeId, serviceTypes, or appointmentTypes is provided. List of broad categorizations of the service to be performed during this appointment.
serviceTypes	Type Array Description Required, if none of workTypeId, appointmentTypes, or serviceCategories is provided. List of specific services that are to be performed during this appointment.
slots	Type Array Description Required, if the appointment is being booked for an external resource. List of references to the slots that this appointment is filling.
sourceSystem	Type String Description Required, if workTypeId is not provided but one of appointmentTypes, serviceTypes, or serviceCategories is provided. Describes the external system defined in Salesforce, such as "cerner".
specialties	Type Array Description Optional List of the specialty of a practitioner that would be required to perform the service requested in this appointment.
startDate	Type String Description Required The start time of the appointment.
timeZone	Type String Description Optional Creates the appointment in the specified time zone.
workTypeId	Type String Description Required, if none of appointmentTypes, serviceTypes, or serviceCategories is provided. The visit type associated with the appointment.

Outputs

Output	Details
id	Type String Description The ID of the Appointment.
isSuccess	Type Boolean Description Indicates whether the appointment was created successfully.
status	Type String Description The status of the Appointment, such as `Scheduled` or `Rejected`.
errorMessages	Type Array Description A list of errors that occurred, if any.

Example

Sample Request

1{
2    "workTypeId": "08qxxG000000Axq6xxC",
3    "channelId": "0eFxx000000NNOVxx0",
4    "description": "Discussion",
5    "startDate": "2025-07-21T18:00:00.000Z",
6    "endDate": "2025-07-21T18:30:00.000Z",
7    "comment": "Payload for the testing",
8    "participants": [
9        {
10            "reference": "Patient/001xx000012udqQxxQ"
11        },
12        {
13            "reference": "Practitioner/0bSxx0000005JoaxxE",
14            "isReferenceRequired": true
15        },
16        {
17            "reference": "Facility/001xx000012udqhxxA"
18        }
19    ]
20}

Sample Response

1[
2    {
3        "id": "08pxx000000Axq6xxC",
4        "isSuccess": true,
5        "status": "scheduled",
6        "error": []
7    }
8]

Agentforce Health Developer Guide

Book Appointment Action

Supported REST HTTP Methods

Inputs

Outputs

Example