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
Authenticate with a Connected App
Get Service Appointments
Get Service Appointment Details
Change Appointment Details
Update Service Appointments
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
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Modify a Service Appointment

Use Salesforce Scheduler APIs to modify a service appointment. This use case explains how you can change the engagement channel, service resource, time slot, or status of an existing appointment. However, you can also modify other details of the appointment in a similar fashion. For example, to change the service territory, use the service-territories Connect API.

This topic explains how you can modify an appointment using the custom application that you built for creating appointments.

For the procedure to be successful, ensure that each unavailable resource marks themselves as absent in Salesforce Scheduler. Otherwise, the API request to retrieve the list of service resources continues to include the resources that are currently unavailable or absent.

Note

These steps provide a high-level overview of how you can let users choose a different engagement channel type, service resource, or time slot for an existing service appointment.

A representation of the modify service appointment flow.