Salesforce Scheduler Developer Guide

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Introduction to Salesforce Scheduler
Set Up Salesforce Scheduler
Salesforce Scheduler Data Model Overview
Salesforce Scheduler Standard Objects
Salesforce Scheduler Custom Objects
Salesforce Scheduler Platform Events
Salesforce Scheduler Metadata API Types
Authenticate Salesforce Scheduler APIs
Translate SOQL Query Results
Salesforce Scheduler Business APIs
Salesforce Scheduler Apex Classes
Build Custom Appointment Booking Experiences Using Salesforce Scheduler APIs
Schedule an Anonymous Appointment
Schedule Anonymous Appointments with Appointment Distribution
Schedule Appointments by Selecting Location First
Modify an Anonymous Appointment
Create a Single-Resource Appointment
Modify a Service Appointment
Create a Multi-Resource Appointment
Modify a Multi-Resource Service Appointment
Create a Concurrent Appointment
Schedule Appointments by Using Sharing Availability
Schedule Appointments with a Dummy Resource and Reassign to Actual Resources
Set Up Salesforce Scheduler
Book Concurrent Appointments with Dummy Resource
Modify Appointments to Reassign to Actual Resources
Get Service Appointments Assigned to the Dummy Resource
Get Actual Service Resources
Update Service Appointments
Integrate Salesforce Scheduler with External Calendars
PDF

Update Service Appointments

Show the details of service appointments—appointments booked through Salesforce Scheduler—on a page of your app so that business managers or administrators can review and update appointments.
To modify appointments, the branch manager or administrator who’s reassigning service appointments need these user permissions.
  • Read, Create, and Edit on service appointments
  • Read on accounts, contacts, operating hours, service resources, service territories, work types, and work type groups
  1. Create a page to review the appointment details and update the service appointment.
  2. To modify a service appointment, link the Next button to a PATCH request on the service-appointments Connect API.
    Resource URI
    https://yourInstance.salesforce.com/services/data/v64.0/connect/scheduling/service-appointments
    Sample Request

    Pass the appointment ID as serviceAppointmentId and the resource ID of the actual resource as serviceResourceId in the request. To indicate that the appointment is scheduled, set status to Scheduled.

    {
  "schedulingPolicyId": "0VrS70000004CEhKAM",
  "serviceAppointmentId": "08pS70000000CxOIAU",
  "serviceAppointment": {
    "serviceTerritoryId": "0HhS70000004F9zKAE",
    "extendedFields": [
      {
        "name": "status",
        "value": "Scheduled"
      }
    ]
  },
  "assignedResources": [
    {
      "serviceResourceId": "0HnS700000007xwKAA",
      "isRequiredResource": "true"
    }
  ]
}
    Sample Response

    The API returns the service appointment ID and the assigned service resources.

    {
  "result": {
    "assignedResourceIds": [
      "03rS70000000406IAA"
    ],
    "serviceAppointmentId": "08pS70000000CxOIAU"
  }
}
  3. For each service appointment ID that you want to modify, run the PATCH request.
    Assign active resources to all customers by modifying the appointments booked against the dummy resource. Usually, Business Location Manager or the person who assigns actual resources performs the modification.

    Ensure that the total number of dummy appointments doesn't exceed the total number of available resources for a time slot. Otherwise, when modifying appointments, one requires to update the time slots based on availability. To avoid these scenarios, configure the Concurrent Scheduling Max appointment slots to around 60–80% of total resource capacity.

    Important

The request modifies the service appointment with a new service resource.