ResourcePreference | Object Reference for the Salesforce Platform

Resource preferences indicate which service resources can be assigned to field service work. You can designate service resources as preferred, required, or excluded on specific accounts, assets, locations, work orders, or work order line items. Work orders inherit their associated account’s resource preferences.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), update(), upsert()

Special Access Rules

Field Service must be enabled.

Fields

Field Name	Details
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description The date when the resource preference was last modified.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description The date when the resource preference was last viewed.
PreferenceType	Type picklist Properties Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update Description Resource preference type. Values include: Preferred: Indicates that the customer would like their field service work assigned to the resource. Required: Indicates that the resource must be assigned to the customer’s field service work. Excluded: Indicates that the customer doesn’t want their field service work assigned to the resource. Resource preferences serve more as a suggestion than a requirement. You can still assign a service appointment to any resource regardless of the related work order’s resource preferences.
RelatedRecordId	Type reference Properties Create, Filter, Group, Sort Description The work order or account with the resource preference. This field is a polymorphic relationship. Relationship Name RelatedRecord Relationship Type Lookup Refers To Accounts, Assets, Locations, Work Orders, or Work Order Line Items
ResourcePreferenceNumber	Type string Properties Autonumber, Defaulted on create, Filter, Sort Description An auto-generated number identifying the resource preference.
ServiceResourceId	Type reference Properties Create, Filter, Group, Sort, Update Description The service resource that is preferred, required, or excluded. This is a relationship field. Relationship Name ServiceResource Relationship Type Lookup Refers To ServiceResource

Associated Objects

This object has these associated objects. Unless noted, they’re available in the same API version as this object.

ResourcePreferenceChangeEvent (API version 54.0): Change events are available for the object.

ResourcePreferenceFeed: Feed tracking is available for the object.
ResourcePreferenceHistory: History is available for tracked fields of the object.