You are here:
Set Up Service Resources in Salesforce Scheduler
Create service resources to represent your employee attendees.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
- Configure Who Can Be a Service Resource
Service resources are individual users in your org who can attend appointments with clients. Before you can create service resources, create or identify users who you want to be available as service resources. Then, assign them the Salesforce Scheduler permission set license via a permission set to make them available for appointments. - Enable the Main Service Resource Setting
To use Omni-Channel service resources with the Agent resource type in Salesforce Scheduler, enable the Main Service Resource setting. When you enable the setting, we recommend that you create only one service resource per user. - Enable Asset Scheduling in Salesforce Scheduler
It’s easier than ever to book rooms and equipment, such as MRI machines or dialysis chairs, with Asset Scheduling. - Create Service Resources in Salesforce Scheduler
Service resources are individual users who can attend customer appointments. Create service resources so that you can assign appointments to them. - Assign Skills to Service Resources in Salesforce Scheduler
Assign skills to service resources to indicate their areas of expertise. Service resources are assigned appointments based on their skills. - Assign Skills with Start and End Dates to Service Resources
Assign skills with both start and end dates to service resources to track their certifications and areas of expertise. - Assign Service Territories to Service Resources in Salesforce Scheduler
Assign service territories to service resources to ensure that appointment attendees are associated with all the locations where they’re available. - Share Service Appointments with Assigned Service Resources
When you enable the Resource Appointment Sharing setting, Scheduler automatically shares a newly created service appointment with all assigned service resources. This setting provides appropriate permissions to service resources to manage their service appointments. - Guidelines for Managing Service Resources in Salesforce Scheduler
Learn how to manage your service resources.
Did this article solve your issue?
Let us know so we can improve!
