Salesforce Scheduler Developer Guide

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Introduction to Salesforce Scheduler
Set Up Salesforce Scheduler
Salesforce Scheduler Data Model Overview
Salesforce Scheduler Standard Objects
AppointmentAssignmentPolicy
AppointmentCategory
AppointmentInvitation
AppointmentInvitee
AppointmentScheduleAggr
AppointmentScheduleLog
AppointmentSchedulingPolicy
AssignedResource
Holiday
OperatingHours
OperatingHoursHoliday
ResourcePreference
ResourceAbsence
ServiceAppointment
ServiceAppointmentAttendee
ServiceResource
ServiceResourceSkill
ServiceTerritory
ServiceTerritoryMember
Shift
Skill
SkillRequirement
TimeSlot
Waitlist
WaitlistParticipant
WorkType
WorkTypeGroup
WorkTypeGroupDataTranslation
Salesforce Scheduler Custom Objects
Salesforce Scheduler Platform Events
Salesforce Scheduler Metadata API Types
Authenticate Salesforce Scheduler APIs
Translate SOQL Query Results
Salesforce Scheduler Business APIs
Salesforce Scheduler Apex Classes
Build Custom Appointment Booking Experiences Using Salesforce Scheduler APIs
Integrate Salesforce Scheduler with External Calendars
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ResourcePreference

Represents an account’s preference for a specified service resource.

Resource preferences indicate which service resources should be assigned to a service appointment. You can designate service resources as preferred, required, or excluded on accounts.

Supported Calls

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

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 user would like their appointment assigned to the resource.
  • Required— Indicates that the resource must be assigned to the appointment.
  • Excluded— Indicates that the resource must not be assigned to the appointment.

Resource preferences serve more as a suggestion than a requirement. You can still assign a service appointment to any resource regardless of the related account’s resource preferences.
RelatedRecordId
Type
reference
Properties
Create, Filter, Group, Sort
Description
The account with the resource preference.
This is a polymorphic relationship field.
Relationship Name
RelatedRecord
Relationship Type
Lookup
Refers To
Account
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 the following associated objects. Unless noted, they are available in the same API version as this object.

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