Loading
Manage Appointments with Salesforce Scheduler
Flow Screen Component: Select Service Resources

Flow Screen Component: Select Service Resources

With the Select Service Resources Flow Screen component, users can select service resources (internal appointment attendees) for an account, case, lead, or opportunity record.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions

Image of the screen that enables users to select service resources.

Attribute Description Additional Information
API Name Use underscores and alphanumeric characters without spaces. Begin the name with a letter, don’t end the name with an underscore, and don’t use two consecutive underscores.
  • Type: Input
  • Data type: String
  • Used in: All outbound and inbound flows
Parent Record

ID of the parent record for which the service resource is selected.

If this attribute has a value, the related parent record ID is automatically selected. Supported values are account ID, case ID, opportunity ID, and lead ID.

In outbound flows, this attribute is required to use the component. In default flows, this value is stored in recordId, which is a flow input variable. Users can select either a different account or opportunity by using the lookup field, which automatically changes the attribute value.

In inbound flows, admins can set a value to select a parent record by default. If a value isn’t set, the account ID of the logged-in user is automatically set as the parent record value.

For example, 001xx000003GZQFAA4.

  • Type: Input and Output
  • Data type: String
  • Used in: All outbound and inbound flows
Contact ID

Contact ID of the community user.

If Parent Record isn't available in inbound flows, Contact ID is auto-populated.

For example, 003RM000007Vy2pYAC.

  • Type: Output
  • Data type: String
  • Used in: All inbound flows
Inbound Scheduling

Indicates whether the component is used in an inbound scheduling flow.

When the value is entered as {!$GlobalConstant.True} and a parent record isn’t passed, the Parent Record value is automatically selected as the record ID of the user who's logged in. If a value isn’t entered, the {!$GlobalConstant.False} value is used by default.

For example, {!$GlobalConstant.False}.

  • Type: Input
  • Data type: Boolean
  • Used in: All outbound and inbound flows
Outbound flow available to community users

Indicates whether the inbound flow is available as an outbound flow to community users.

When the value of the isOutboundCommunity variable for this attribute is entered as {!$GlobalConstant.True} and the value of the isInbound variable is entered as {!$GlobalConstant.False}, the Parent Record field becomes available to community users. If a value isn’t entered for the isOutboundCommunity variable, the {!$GlobalConstant.False} value is used by default.

For example, {!$GlobalConstant.False}.

  • Type: Input
  • Data type: Boolean
  • Used in: All inbound flows
Selected Option

Method to select a resource.

Supported values are:

  • specific: Allows users to select a resource by name.
  • previousServiceResource: Allows users to select a resource from previous service appointments.
  • findResource: Allows users to select a resource based on either work type group, appointment type, or service territory.

If a value is entered, the corresponding option is selected on the screen by default.

For example, findResource.

  • Type: Input and Output
  • Data type: String
  • Used in: All outbound and inbound flows
Service Resource

ID of the selected service resource.

This attribute is used if the Selected Option value is either specific or previousServiceResource.

When the Selected Option value is entered as previousServiceResource, the service resource in this attribute is selected by default if the resource exists in previous appointments. Users can select a different resource if necessary.

For example, 0HnRM0000004RWo0AM.

  • Type: Input and Output
  • Data type: String
  • Used in: All outbound and inbound flows
Service Resource Name

Name of the selected service resource. This attribute is used only when a flow is run from mobile devices and the Selected Option value is specific.

  • Type: Input and Output
  • Data type: String
  • Used in: All outbound and inbound flows
Validations

Error message validations in the Select Service Resources component.

This value is auto-populated. For example, the attribute stores the error message that’s generated when a user tries to go to the next screen without selecting an option.

  • Type: Input and Output
  • Data type: String
  • Used in: All outbound and inbound flows
 
Indlæser
Salesforce Help | Article