Definition
In Salesforce Scheduler, an appointment request created when a customer or agent selects a desired time slot, which may require confirmation or assignment before becoming a confirmed appointment record.
Real-World Example
a sales rep at Pinnacle Corp recently implemented Requested Meeting to manage and organize customer data more effectively. They configure Requested Meeting to ensure the sales and service teams have a unified view of every customer interaction, from initial contact through ongoing support. This setup reduces duplicate data entry and improves cross-team collaboration.
Why Requested Meeting Matters
In Salesforce Scheduler, a Requested Meeting is an appointment request created when a customer or agent selects a desired time slot, which may require confirmation or assignment before becoming a confirmed appointment record. The request captures the desired time and topic but isn't yet a committed appointment: assignment logic may need to route it, or an approver may need to confirm it.
Requested meetings support scenarios where appointments need workflow before being finalized: assigning the right specialist, confirming availability, requiring approval for premium appointments. Without this intermediate state, you'd have to either commit immediately (which might assign the wrong person) or manage the pending state outside Salesforce. Mature scheduler deployments use requested meetings thoughtfully where workflow matters.
How Organizations Use Requested Meeting
- •Coastal Health — Uses requested meetings for specialist appointments that need routing to the right provider before confirmation.
- •Redwood Financial — Treats requested meetings as a workflow step for premium advisor appointments requiring approval.
- •BrightEdge Solutions — Matches requested meeting usage to scenarios where workflow adds value.