![]() Refer “Review Screen” below and more screenshots, where Parent Record value is blank or null.Prepare Your Default Outlook Calendar for Event Sync Migration. Things to Know Before Replacing Your Contact Sync Product. Remove Customer Data from Your Salesforce for Outlook Logs. Sample Lightning Sync and Salesforce for Outlook Data Sets. I can see parent record populated in “Attendees Screen”. Verify That You Meet the Next-Generation Product Requirements. TRY FOR FREE WATCH DEMO Simplify appointment scheduling. But since it has a few limitations and needs a lot of effort and setup to get started, we launched FreeBusy. It is available at an extra cost in Lightning experience and requires Enterprise / Unlimited or Performance Editions. Not sure if this anything to do with Winter release that went recently. Requires a Google Analytics 360 account license and Journey Builder. Yes, Salesforce offers a scheduling tool called Salesforce Scheduler but it was formerly called Lightning Scheduler. Assign the Salesforce Scheduler Resource permission set to the users who you have created or. Enable the Let a user be included in appointments in Salesforce Scheduler permission. On the permission set overview page, under System, click System Permissions. Note: From Yesterday, I'm getting additional popup error like below when click action button. In the License list, select Salesforce Scheduler, and click Save. Did anyone face similar issue and fixed it or any help here would be appreciated. I tried different options but Parent Record displays empty value in "Review Service Appointment" screen. When you reach "Review Service Appointment" screen, parent record displays blank value (empty) and I expect Work Order Number to be displayed as shown in first screenshot (refer yellow highlight). While creating new Service Appointment from Work Order record layout using above action, I see parent record gets populated as expected under "Select Service Resources" screen.įast forward with further screens and value selection by click 'Next'. Salesforce Scheduler Salesforce Trailhead is offline for scheduled maintenance. This flow is part of "Salesforce Lightning Scheduler license". Salesforce Scheduler Additional Appointments AddOn license offers an added capacity of 12,000 appointments. ![]() Below are the steps:Īdded flow ( Outbound New Appointment) action in Work Order object. 3 types per object Record Types (Per Object) Developer Sandbox. Salesforce Scheduler is available for an extra cost in Lightning Experience. 2 profiles per org Customizable Profiles and Page Layouts. "Parent Record" field display blank value in Review Service Appointment screen (Salesforce Lightning Scheduler). Communities licenses are used with Experience Cloud sites and legacy portals.
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