Standard Operating Procedure (SOP)

Creating a Service Appointment in Salesforce

Purpose

To outline the standardized process for manually creating a new service appointment from the main project page in Salesforce.

Procedure

1. Navigate to Schedule Service Section

• From the Main Project Page in Salesforce:

  • Scroll down to the “Schedule Service” section

  • Click the “Schedule Appointment” button

2. Create Service Appointment

• You will be directed to the Service Appointment creation menu

• Complete the following required fields:

  • Service Category

  • Work Type

  • Service Territory

  • Description

• Note:
  All other fields will be completed or adjusted by the Scheduling Team

Important Considerations

Customer Required Field

• This field does not auto-populate

• After creating the appointment:

  • Open the service appointment record

  • Manually select:

    • “Yes” or “No” for Customer Required

Work Type Duration

• Each Work Type has a default duration

• If a custom duration is needed:

  • Manually update the duration within the service appointment record

Summary

• Only 4 fields are required during creation

• Additional adjustments are handled by the Scheduling Team

• Always verify:

  • Customer Required field

  • Appointment duration (if customization is needed)