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Manage Appointments with Salesforce Scheduler
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          Considerations for Multi-Resource Scheduling

          Considerations for Multi-Resource Scheduling

          In multi-resource scheduling, a primary service resource anchors the appointment and must be marked required. The primary service resources are the only service resources whose skills are matched to the skill requirements for an appointment. Other required service resources are matched to the appointment based on their availability and the primary resource’s service territory. Resources not marked required are considered optional.

          Required Editions

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

          This table summarizes how matching is done for different types of service resources when multi-resource scheduling is enabled.

          Service Resource Types in Salesforce Scheduler
          Matches On Primary Service Resource Required Service Resource Optional Service Resource
          Skill Requirements Yes No No
          Service Territory Yes Yes No
          Availability in Time Slots Yes Yes No

          When anonymous scheduling is enabled, Salesforce Scheduler automatically selects a service resource for an appointment. As a result, even if multi-resource scheduling is enabled, Salesforce Scheduler can’t assign multiple resources to an anonymous appointment.

           
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