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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