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Booking - Permission Sets

Booking Engine comes packaged with three Salesforce Permission sets, each for a different role within the Booking process. For information on how to assign Permission Sets, see the Salesforce documen…

Charlie Jenkins
Updated by Charlie Jenkins

Booking Engine comes packaged with three Salesforce Permission sets, each for a different role within the Booking process. For information on how to assign Permission Sets, see the Salesforce documentation.

The permission sets do not overlap, so you may need to add multiple to a user in order to get the required permissions.

Booking Engine Organizer

Booking Engine Organizer allows access to the handover functionality of the Booking Engine component. Organizers can book meetings with prospects and customers on behalf of hosts.

Booking Engine Host

Booking Engine Host allows users to be added as a host on a Booking Type, and to receive bookings from organizers. It also allows access to Booking User Settings where hosts can configure their calendar/meeting platform connections and set their user preferences around booking.

Booking Engine Admin

Booking Engine Admin grants permission to create/edit/delete Booking Types, add hosts to booking types, and configure working hours.

Booking Engine Integration

Booking Engine Integration is required for the Salesforce User that will be used for external service configuration such as Book with Me and Guest Cancel/Reschedule.

How did we do?

Adding the Booking component to a record page

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