AppointmentInvitation

Represents information about an appointment invitation that’s created for customers who can use it for booking appointments. This object is available in API version 55.0 and later.

Supported Calls 

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Special Access Rules 

Salesforce Scheduler must be enabled.

Usage 

An appointment invitation can show the availability of one or more resources represented in the Appointment Invitee object.

Fields 

AppointmentTopicId 

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort
  • Description: Appointment topic that’s associated with this invitation. This field is a polymorphic relationship field.
  • Relationship Name: AppointmentTopic
  • Relationship Type: Lookup
  • Refers To: WorkType, WorkTypeGroup

AppointmentTopicType 

  • Type: string
  • Properties: Filter, Group, Nillable, Sort
  • Description: Type of appointment topic that’s related to this invitation. For example, work type or work type group.

AppointmentType 

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Sort

  • Description: Appointment type for the appointment invitation. This field is available in API version 57.0 and later. Recommended values are: Salesforce Scheduler verifies whether the API name of a picklist value matches the name of a utility icon that Lightning Design System provides. If the names match, Salesforce Scheduler uses the icon with the same name. If the names don’t match, Salesforce Scheduler uses the default groups icon.

    • groups—Group
    • resource_territory—In Person
    • phone_portrait—Phone
    • video—Video call

BookingEndDate 

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date until which an appointment can be booked by using the appointment invitation URL.

BookingStartDate 

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Date from which an appointment can be booked by using the appointment invitation URL.
  • Default value: current date

EngagementChannelTypeId 

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort
  • Description: Engagement channel type for the appointment invitation. For example, users can choose video call as the engagement channel type when they create an appointment invitation. This field is available in API version 57.0 and later. This field is a relationship field.
  • Relationship Name: EngagementChannelType
  • Relationship Type: Lookup
  • Refers To: EngagementChannelType

InvitationIdentifier 

  • Type: string
  • Properties: Filter, Group, Nillable, Sort
  • Description: Invitation URL identifier that’s used to book an appointment in a flow.

InvitationNumber 

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: Auto-assigned number that identifies the appointment invitation.

InvitationUrl 

  • Type: url
  • Properties: Create, Filter, Group, Nillable, Sort
  • Description: Appointment invitation URL that’s shared with users to book appointments.

IsActive 

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the invitation URL is available for a customer to book an appointment.
  • Default value: true

LastReferencedDate 

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: Date on which the appointment invitation was last modified. Its label in the user interface is Last Modified Date.

LastViewedDate 

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: Date on which the appointment invitation was last viewed.

OwnerId 

  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Owner of the appointment invitation. This field is a polymorphic relationship field.
  • Relationship Name: Owner
  • Relationship Type: Lookup
  • Refers To: Group, User

ServiceTerritoryId 

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort
  • Description: Service territory that’s associated with the appointment invitation. This field is a relationship field.
  • Relationship Name: ServiceTerritory
  • Relationship Type: Lookup
  • Refers To: ServiceTerritory

UrlExpiryDate 

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Expiration date of the appointment invitation URL.

Associated Objects 

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

AppointmentInvitationChangeEvent: Change events are available for the object.

AppointmentInvitationFeed: Feed tracking is available for the object.

AppointmentInvitationHistory: History is available for tracked fields of the object.

AppointmentInvitationOwnerSharingRule: Sharing rules are available for the object.

AppointmentInvitationShare: Sharing is available for the object.