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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 |
- From the Elements panel, drag Get Records onto the canvas.
- Enter a name, such as Get Assigned Resource, and an API name, such as Get_Assigned_Resource for the element.
- In the Object field, select Assigned Resource.
- From the Condition Requirements dropdown, select All Conditions Are Met (AND).
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Add these conditions:
Field Operator Value ServiceAppointmentId Equals {!$Record.Id} IsRequiredResource Equals {!$GlobalConstant.True} - For How Many Records to Store, select Only the first record.
- For How to Store Record Data, select Choose fields and assign variables (advanced).
- Under Select Variable to Store Lead, in the Record field, click + New Resource.
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In the New Resource dialog:
- From the Resource Type dropdown list, select Variable.
- Enter an API name, such as ServiceResource for the record.
- From the Data Type dropdown list, select Record.
- In the Object field, select AssignedResource, and then click Done.
- In the Field field, select ServiceResourceId.
- Select When no records are returned, set specified variables to null, and then click Done.
- 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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