Add the button to the Work Order page layout of your choice.You can name the button the way you like. Pick Flow as Action Type and select Outbound New Appointment from the list of flows.Go to Setup > Object Manager > Work Order > Buttons, Links and Actions > New Action:.Create a Lightning Scheduler Service Resource.Create a Service Territory and Service Hours per Lightning Scheduler setup. Create a Work Order with an associated contact.The following requirements must be met if testing based on the configuration provided in this guide: To use Lightning Scheduler appointment booking experience from the Work Order, you need to follow a couple more steps and add a button to the Work Order object. Your configuration should look like this:įor ease of testing the actual SightCall session from the appointment links, it is recommended that you add the SightCallUtilityWidget to the Lightning Scheduler Console. If you want to force a value, please input ‘true’ or ‘false’. This information can be configured on a record basis. If you want to force a value, please input ‘true’ or ‘false’.Īppointments may or may not start automatically for the guest, when the guest is in the lobby. How do we consider the type of video appointment for a record?Īppointments may or may not require the agent to join the lobby. How do we consider that this appointment is a video one? Open a new browser tab and navigate to:.A more comprehensive description of each option is found in Appendix A. This section illustrates the appointment package configuration to get basic SightCall scheduling functionality. Move the following fields into the layout and click Save.Select the page layout you wish to modify.While still in SETUP > OBJECT MANAGER > Service Appointment, click Page Layouts from the left menu.To add the appointment links to the Service Appointment Layout: Make visible to anyone who will be using Service AppointmentsĪdd Appointment Links to Service Appointment Layout This field should have the following configuration: Click New to create a new custom field.Click the Fields & Relationships option from the left menu.In the Quick Find bar, type Service Appointment and click on the Service Appointment object in the results.Navigate to Salesforce Setup > Object Manager.To configure service appointment object custom fields: Enter the Named Credential username and password from step 5 into the Username for Appointment and Password for Appointment fields.Change the Username and Password in the Named Credentials to a username/password of your choosing and click Save.Click the Edit link next to the SightCall Appointment credential:.Click Named Credentials under Security.In the Quick find bar, type named credentials.The steps in this section explain how to configure your package. Select the Appointment Connector tab > Check the Enable Appointment Webhook > click Save.Click the Admin button on the top right corner.Once you're in, click the Salesforce tile.
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