Loading
Feature Degradation | Agentforce Voice Read More
Manage Appointments with Salesforce Scheduler
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Enable and Configure Multi-Resource Scheduling

            You are here:

            1. Salesforce Help
            2. Docs
            3. Salesforce Scheduler

            Enable and Configure Multi-Resource Scheduling

            Multi-resource scheduling lets users create appointments that include more than one required service resource. An appointment can have a maximum of five required service resources: one primary required service resource plus four required service resources, including asset resources.

            Required Editions

            Available in: Lightning Experience.
            Available in: Enterprise and Unlimited Editions
            • 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.
            • Enable Multi-Resource Scheduling
              Turn on Multi-Resource Scheduling to let users schedule groups of resources, as well as assets, for customer appointments.
            • Update Field-Level Security for Multi-Resource Scheduling
              Update the field-level security settings on the Primary Resource field on the Assigned Resource object for all user profiles that need to access multi-resource scheduling.
             
            Loading
            Salesforce Help | Article