Create Service Resources in Salesforce Scheduler

Service resources are individual users who can attend customer appointments. Create service resources so that you can assign appointments to them.

Available in: Lightning Experience.

Available in: Enterprise and Unlimited Editions

User Permissions Needed
To view the Service Resources tab and service resources	Read on service resources
To create service resources:	Create on service resources
To edit or deactivate service resources:	Edit on service resources
To view service resource skills:	Read on service resources
To create, edit, or delete service resource skills:	Edit on service resources
To view, create, or edit resource absences:	Read on service resources
To delete resource absences:	Edit on service resources

From the App Launcher, find and open the Salesforce Scheduler Setup app.
From the Service Resources tab, click New.

Tip To create a service resource using the Salesforce Scheduler Setup Assistant tool, go to the Salesforce Scheduler Setup Assistant tab, and under Set Up a Service Resource and Assign a Skill, click Create a Resource.
Select a user and enter a resource name—typically, the user's name.
Select Active so that you can assign the resource to appointments.
To use the resource for scheduling appointments in Salesforce Scheduler, select Main.

Note To consider service resources specified as Main for appointment booking, enable the Main Service Resource setting.

Select a resource type:

Technician	For individual users. This resource type is supported by default.
Agent	For individual users. Supported only if the Main Service Resource setting is enabled and the Main checkbox is selected. Typically used for service resources shared with Omni-Channel.
Asset	For rooms and equipment. Supported only if Asset Management is enabled.

Assign the new service resource to a service territory and add skills.

Product Area