Create Service Appointments for Leads

There’s a new service appointment parent (record) in town. When your team needs to schedule a site visit to pursue a promising lead, track the visit in Salesforce by creating a child service appointment for the lead.

Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.

How: The Parent Record field on service appointments now includes the option to select a lead—no admin setup required. Manage a lead’s appointments in the Service Appointments related list.
Lead in Parent Record field
Note

Note

Only service appointments whose parents are work orders or work order line items are included in schedule optimization.