Service resource object salesforce. You can create a d...

Service resource object salesforce. You can create a dummy resource, such as DummyResource1, Agent1, or Agent2 that users can schedule appointments with, and then create actual resources to whom these appointments can be assigned later. Salesforce Help Docs Service Cloud Create Service Resources for Agents Service resources represent individual agents. Salesforce credentials are a great way to grow your résumé and highlight your skills. Tip To create a service resource using the Salesforce Scheduler Setup Assistant tool, go to the Salesforce Scheduler Setup Assistant tab, and under Set Up a Service Resource and Assign a Skill, click Create a Resource. Associated Objects This object has the following associated objects. Represents a service technician or service crew in Field Service and Salesforce Scheduler, or an agent in Workforce Engagement. You can designate certain service resources as preferred, required, or excluded on specific accounts or work orders. Use Field Service’s core objects to complete essential field service tasks such as managing work orders, defining your service territories, and tracking your workforce. The Field Service managed package also includes custom objects t Learn how to set up service resources and skills on Salesforce Scheduler for efficient staff management and appointment allocation. They prove that you have hands-on experience with Salesforce and give you a competitive edge that leads to new opportunities. If an agent isn't assigned a service resource, they don't appear in Omni Supervisor when they're offline. Feb 13, 2026 · Salesforce is a registered trademark of Salesforce, Inc. If the API version isn’t specified, they’re available in the same API versions as this object. Create service resources—individual users who can attend customer appointments—so that you can assign appointments to users. Objects and fields structure data. For example, the central object in the Salesforce data model represents accounts—companies and organizations involved with your business, such as customers, partners, and competitors. ServiceResource Represents a service technician or service crew in Field Service and Salesforce Scheduler, or an agent in Workforce Engagement. Represents a skill that a service resource possesses in Field Service and Lightning Scheduler. Other marks appearing herein may be trademarks of their respective owners. Create service resources so you can assign service appointments to them. Create a service resource for each agent. From the App Launcher, find and select Salesforce Scheduler Setup. 0 and later. 0) Change events are available for the object. Create and update service appointment records, assign resources, and generate leads, including group appointments with multiple participants. Create Service Resources for Field Service Service resources are individual users or groups of users—known as service crews—who can perform field service work. Assigned resources appear in the Assigned Resources related list on service appointments. This app opens up multiple object tabs, including Service Territories, Service Resources, Work Types, and Operating Hours. ServiceResourceFeed Feed tracking is available for the object A service resource can be assigned to an appointment only if the resource has all the skills that are required for the work type associated with that appointment. For asset scheduling, if you haven’t already done so, add the Asset field to the service resource page layout. When you enable Field Service, you gain access to a suite of standard Salesforce objects. ServiceResource Represents a service technician or service crew in Field Service and Salesforce Scheduler, or an agent in Workforce Engagement. , as are other names and marks. Otherwise, they’re available in the specified API version and later. Represents a service resource who is assigned to a service appointment in Field Service and Lightning Scheduler. Click New. . Go to the Service Resources tab. ServiceResourceChangeEvent (API version 48. Work orders inherit their associated account’s resource preferences. Salesforce objects and fields are analogous to database tables and the table columns. This object is available in API version 38. ocg6, lu9d, 3z2hi, hf1yff, vb0hq, z4k0, neoc, wflqf, 2r2ok, qdqjh,