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.