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Data Model Overview
Learn about the objects and relationships within the Salesforce Scheduler data model that represent appointments and employees who can be scheduled to attend appointments.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
Note Not all object fields are shown in this data model diagram. Check out the Object Reference for object fields and their
descriptions.
View the Salesforce Scheduler data model in the Salesforce Developer documentation.
Salesforce Scheduler Objects
With Salesforce Scheduler, you get access to a suite of standard Salesforce objects. Salesforce Scheduler shares these objects with Field Service.
| Object Name | Description | Tab in Salesforce? |
|---|---|---|
| Appointment Invitation | An invitation URL that’s created for customers who can use it to book appointments. | |
| Appointment Invitee | A service resource (employee or contractor) or an asset that's assigned to an appointment invitation. | |
| Appointment Topic Time Slot | A time period on a specified day of the week when an appointment topic within a service territory is available for appointment. | |
| Assigned Resource | An employee attendee (service resource) that is assigned to a service appointment. | |
| Engagement Channel Type | A channel through which a customer can be reached for communication. | |
| Engagement Channel Work Type | A work type associated with a particular engagement channel type. | |
| Holiday | A time period during which a service resource is unavailable for appointment booking. | |
| Operating Hours | Specific hours of a day during which appointments can be scheduled. You can define operating hours for service territories, service territory members, work types, and accounts. |
|
| Operating Hours Holiday | A time period for which a service territory and service resources exclusive to the service territory are unavailable for appointment booking. | |
| Resource Absence | A vacation day or holiday when an employee attendee (service resource) is unavailable. | |
| Service Appointment | An appointment booked through Salesforce Scheduler. |
|
| Service Resource | An employee from your organization, such as a loan officer, investment advisor, doctor, nurse practitioner, or retail store specialist, who attends appointments with clients. |
|
| Shift | A shift for service resource scheduling. | |
| Shift Engagement Channel | An engagement channel type associated with a particular shift. | |
| Shift Work Topic | A work topic (work type or work type group) associated with a particular shift. | |
| Skill | A skill, expertise, or certification available in your organization. When the Match Skills scheduling policy rule is enforced, only employees with the right skills are assigned to appointments. | |
| Service Resource Skill | A skill assigned to a service resource. You can specify skill level and expiration. | |
| Skill Requirement | A skill that is required to attend appointments dealing with a particular topic. Skill requirements can be added to work types. | |
| Service Territory | Branch or office locations where your appointment attendees operate from or meet customers. |
|
| Service Territory Member | A service resource who is assigned to a particular service territory. | |
| Service Territory Work Type | A work type associated with a particular service territory. | |
| Time Slot | A period in a day when an appointment can be scheduled. Operating hours consist of one or more time slots. | |
| Work Type | Appointment templates that link appointment topics (work type groups) with particular locations (service territories) and define key parameters such as appointment duration, preparation and wrap-up buffers, and availability timings. |
|
| Work Type Group | A general appointment category or topic such as home loan or investment. |
|
| Work Type Group Member | A work type that belongs to a particular work type group. |
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