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Manage Appointments with Salesforce Scheduler
Get Service Resource ID

Get Service Resource ID

Retrieve the service resource ID from the Assigned Resource object.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To open, edit, or create a flow in Flow Builder: Manage Flow
To run a flow: Run Flows
  1. From the Elements panel, drag Get Records onto the canvas.
  2. Enter a name, such as Get Assigned Resource, and an API name, such as Get_Assigned_Resource for the element.
  3. In the Object field, select Assigned Resource.
  4. From the Condition Requirements dropdown, select All Conditions Are Met (AND).
  5. Add these conditions:
    Field Operator Value
    ServiceAppointmentId Equals {!$Record.Id}
    IsRequiredResource Equals {!$GlobalConstant.True}
  6. For How Many Records to Store, select Only the first record.
  7. For How to Store Record Data, select Choose fields and assign variables (advanced).
  8. Under Select Variable to Store Lead, in the Record field, click + New Resource.
  9. In the New Resource dialog:
    1. From the Resource Type dropdown list, select Variable.
    2. Enter an API name, such as ServiceResource for the record.
    3. From the Data Type dropdown list, select Record.
    4. In the Object field, select AssignedResource, and then click Done.
  10. In the Field field, select ServiceResourceId.
  11. Select When no records are returned, set specified variables to null, and then click Done.
  12. Connect the Get Lead Email element with this Get Records element.

Add a Get Records element to retrieve service resource name.

 
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