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Lightning scheduler resources7/7/2023 ![]() ![]() Honestly, scheduling appointments isn’t the most efficient use of your time. The new normal has forced businesses to adapt and this tool can rise to the challenge of meeting your busy scheduling needs. The Lightning Scheduler is a feature everyone can benefit from, especially in a post-pandemic world. This add-on could be a great tool if your business is growing, and you need an appointment scheduler with the advanced features to make your life easier. ![]() The bold text are comments I added for this blog and should not be in the formula you create.If scheduling appointments is a consistent problem in your business, or you need to upscale your current system, try the Salesforce Lightning Scheduler. The variable called serviceResources is a JSON payload and for multi resource scheduling it contains 2 or more elements, with the first one being the primary resource and the second one (and possibly the third through fifth ones) being the additional resource(s). Let’s examine the elements in the formula The formula is pretty simple – you just need to be particular with the open and closed quotes. Formula field used in the set serviceResources assignment step If the Assistant exists, use a formula field to set the value used by Multi-Resource Scheduling. Zoomed in a little more – get SR, User and STM records for selected Candidate and Assistant. Using a formula field, assign a value to the serviceResources variable.īirds eye view – additional steps added after the candidate screen. For the Assistant Service Resource, fetch the same records. ![]() If the selected Resource has an Assistant Service Resource, then using get Record steps, fetch the Resource’s record, related User Record and relevant Service Territory Member Record. ![]() In the second screenshot below, Connie has an assistant named Russell. For simplicity sake, I added the lookup field on the Service Resource object to itself. There are so many ways to tackle this, such as defining Primary and Secondary Resources on the Account object, or creating a junction object between Account and Service Resource or Service Resource and Service Resource to provide a more flexible design, as well as other designs. This field is called Assistant (Assistant_c). Object Model ChangesĪdd a new lookup field on the Service Resource object to itself. If there is a value defined here, this Assistant SR will be defaulted as an additional required resource in the Multi Resource section of the time slot selection screen.Ī few get records steps are added as well as a formula field to set the value for the serviceResources variable in the flow. In this solution, a Service Resource can optionally have an Assistant Service Resource assigned to their record. Video of it in actionĬheck out a quick demo video Solution Overview Russell is pre-selected when entering this screen. If you set a value for it, you can default the multi-resource selections. The variable called serviceResources is usually empty at this point. In the 2nd screen shot below, Russell was automatically selected because serviceResources had a value in it. With a few simple flow configurations and a formula field, you can easily default the additional resource selection by setting a value for a variable called serviceResources. For example, when scheduling a meeting with your portfolio advisor, you would like her assistant automatically added to every appointment and you want the available time slots to reflect this. Often times customers who use Multi-resource scheduling would like to default or automatically select the additional resource(s). ![]()
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