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
Enable Maps and Location Services
Get Service Territories
Get Work Type Groups
Get Work Type
Get Service Resources
Create Service Appointments
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
Integrate Salesforce Scheduler with External Calendars
PDF

Create Service Appointments

The last step in the scheduling application is to show the service appointment details for the user to review and create the appointment.

A service appointment represents an appointment booked through Salesforce Scheduler.

Create a page where the user can review the appointment details and create the appointment. Here’s how a Review Service Appointment page can look.A representation of the Review Service Appointment screen.

  1. Link the Next button to a POST request on the service-appointments Connect API to create the service appointment.
    Resource URI
    https://yourInstance.salesforce.com/services/data/vXX.X/connect/scheduling/service-appointments
    For an Existing User (Account)
    Sample Request

    Pass the account ID as parentRecordId in the input request body.

    Set status to Scheduled to indicate that the appointment is scheduled.

    {
  "serviceAppointment": {
    "serviceTerritoryId": "0Hhx000000012oSCAQ",
    "parentRecordId": "001x0000005DLxpAAG",
    "workTypeId": "08qx000000014fnAAA",
    "schedStartTime": "2022-04-19T10:30:00.000+0000",
    "schedEndTime": "2022-04-19T10:40:00.000+0000",
    "additionalInformation": "Appointment Scheduling Custom App.",
    "appointmentType": "Testing Purpose",
    "extendedFields": [
      {
        "name": "status",
        "value": "Scheduled"
      }
    ]
  },
  "assignedResources": [
    {
      "serviceResourceId": "0Hnx000000006GcCAI",
      "isRequiredResource": "true"
    }
  ]
}
    Sample Response

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

    {
  "result": {
    "assignedResourceIds": [
      "03rx00000001uxJAAQ"
    ],
    "serviceAppointmentId": "08px00000001toRAAQ"
  }
}
    For a Guest User (Lead)
    Sample Request

    Pass the required lead details in the input request body.

    Set status to Scheduled to indicate that the appointment is scheduled.

    {
  "serviceAppointment": {
    "serviceTerritoryId": "0Hhx000000012oSCAQ",
    "workTypeId": "08qx000000014fnAAA",
    "schedStartTime": "2022-04-19T10:30:00.000+0000",
    "schedEndTime": "2022-04-19T10:40:00.000+0000",
    "additionalInformation": "Appointment Scheduling Custom App.",
    "appointmentType": "Testing Purpose",
    "extendedFields": [
      {
        "name": "status",
        "value": "Scheduled"
      }
    ]
  },
  "assignedResources": [
    {
      "serviceResourceId": "0Hnx000000006H4CAI",
      "isRequiredResource": "true"
    }
  ],
  "lead": {
    "email": "name@company.com",
    "firstName": "FName",
    "lastName": "LName",
    "company": "CompanyName"
  }
}
    Sample Response

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

    {
  "result": {
    "assignedResourceIds": [
      "03rx00000001uxOAAQ"
    ],
    "parentRecordId": "00Qx0000001cKPoEAM",
    "serviceAppointmentId": "08px00000001toWAAQ"
  }
}

Create a page to show confirmation when the service appointment is created successfully.

Here’s how a sample confirmation page can look.A representation of the confirmation screen.