Edit appointments
With the Salesforce Lightning experience, the Open Activities and Activity History sections of a record are combined into one Activity timeline. With this change, Open Activities is now called Upcoming & Overdue, and Activity History displays by date. The steps below might vary based on the experience you are using.
You need to be the owner of a calendar appointment to modify its details.
To edit an appointment
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Do one of the following to open the Appointment Edit page:
- In the Home page, click the appointment, and then click Edit.
- In the Open Activities section of a record, click Edit next to the appointment.
- In the Activity History section of a record, click Edit next to the appointment.
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Make the necessary changes to the appointment. See Create appointments for details on individual fields.
The required fields display a red indicator. These fields need to be complete before you can save the record.
- Click Save.