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Field Service Lightning (FSL): Using the Candidates Quick Action to Find and Schedule Service Resources

Veröffentlichungsdatum: Jun 1, 2026
Beschreibung

The Candidates Quick Action is used to find qualified Service Resources (also known as Candidates) in Field Service Lightning (FSL).

What is the Candidates Quick Action?

The behavior of the action depends on the context it is used in:

  • If the action is used on an existing Service Appointment, it allows you to schedule it by providing a list of Candidates and their available time slots.

  • If the action is used on an existing Service Appointment that already has an assigned Service Resource, it allows you to reschedule it by providing a list of Candidates and their available time slots.

  • If the action is used on an existing object record (e.g. Account), it automatically creates the Service Appointment and parent Work Order and allows you to schedule it by providing a list of Candidates and their available time slots.

How Candidates Differs from Book Appointments

Unlike the Book Appointments action, the Candidates action does not offer a fixed list of slots. Instead, it offers intervals of availability (also known as green slots). For example, if a Candidate is not scheduled any Service Appointments on a given day, the Candidates action will return a single slot. If the Candidate is assigned a Service Appointment in the middle of the day, the Candidates action will return two slots — one slot for the beginning of the day leading up to the first appointment, and another from the end of the first appointment to the end of their day.

Lösung

How to Use the Candidates Quick Action

 

When the Candidates Quick Action is first selected, the scheduling engine immediately starts searching for Candidates. You can click the "Back" link on the action to view the inputs used for the search and overwrite them if required.

The inputs used include the following:

  • Work Type

  • Earliest Start Permitted

  • Due Date

  • Address

  • Territory

To use the action:

  1. Navigate to a detail page.

  2. Select the Candidates Quick Action. If it is not available, ask your System Admin to include it on the layout.

  3. Review the list of Candidates returned.

    • Any Service Resources with a gold star next to their name are considered "ideal" because they have a time slot with a grade greater than or equal to the defined ideal grade. This is defined in the "Ideal grading threshold" setting found under the Field Service Settings tab > Global Actions > Appointment Booking.

 

  1. Click on a Service Resource to see all their available time slots.

    • The slots returned are based on the "Default operating hours" setting found under the Field Service Settings tab > Global Actions > Appointment Booking.

    • Each time slot will have a grade next to it. Any grades shown in green are considered "recommended." This is defined by the "Recommended grading threshold" setting found under the Field Service Settings tab > Global Actions > Appointment Booking.

  2. Select a time slot.

  3. Click the "Schedule to..." button.

    • The Scheduling Policy used to schedule the Service Appointment is defined by the "Default scheduling policy" setting found under the Field Service Settings tab > Global Actions > Appointment Booking.



How to Create a Derivation

These inputs and default inputs (Default scheduling policy, Default operating hours) can be overwritten to dynamically populate based on existing values of the record the action is used on. This is done through a Derivation.

To create a Derivation:

  1. Go to Field Service Settings tab > Global Actions > Derivations.

  2. Select an object from the picklist, then click the "Add Object" button.

  3. Map the Service Appointment fields on the left to the object fields on the right.

  4. Click Save.

Nummer des Knowledge-Artikels

000384209

 
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Salesforce Help | Article