Salesforce Scheduler Developer Guide

Clouds with binary code floating aboveCloud with binary code floating above

No Results

Search Tips:

  • Please consider misspellings
  • Try different search keywords
Introduction to Salesforce Scheduler
Set Up Salesforce Scheduler
Salesforce Scheduler Data Model Overview
Salesforce Scheduler Standard Objects
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
Schedule an Anonymous Appointment
Schedule Anonymous Appointments with Appointment Distribution
Schedule Appointments by Selecting Location First
Modify an Anonymous Appointment
Create a Single-Resource Appointment
Modify a Service Appointment
Create a Multi-Resource Appointment
Considerations for Multi-Resource Scheduling
Enable Multi-Resource Scheduling
Update Field Level Security for Multi-Resource Scheduling
Authenticate with a Connected App
Get Work Type Groups
Get Engagement Channels
Get Service Territories
Get Appointment Candidates
Get Appointment Time Slots
Create Service Appointments
Modify a Multi-Resource Service Appointment
Create a Concurrent Appointment
Schedule Appointments by Using Sharing Availability
Schedule Appointments with a Dummy Resource and Reassign to Actual Resources
Integrate Salesforce Scheduler with External Calendars
PDF

Get Work Type Groups

A work type group represents a general appointment category or topic, such as a home loan or investment. Use the Query() method on the WorkTypeGroup object to retrieve a list of work type groups.
  1. Create a page in your app where you can show the work type groups from your org.
  2. Use the Query() method to retrieve work type groups. For more information, see Execute a SOQL Query.
    Sample Request
    https://yourInstance.salesforce.com/services/data/vXX.X/query/?q=SELECT+Id,+Name+From+WorkTypeGroup
+Where+isActive+=+true+ORDER+BY+NAME+DESC

    You can use the toLabel method to translate the SOQL query results in the language of the user. For more information, see Translate SOQL Query Results.

    Sample Response

    The method returns the available work type groups from your org.

    {
  "totalSize" : 3,
  "done" : true,
  "records" : [ {
    "attributes" : {
      "type" : "WorkTypeGroup",
      "url" : "/services/data/v59.0/sobjects/WorkTypeGroup/0VSS700000000sLOAQ"
    },
    "Id" : "0VSS700000000sLOAQ",
    "Name" : "Wealth Management"
  }, {
    "attributes" : {
      "type" : "WorkTypeGroup",
      "url" : "/services/data/v59.0/sobjects/WorkTypeGroup/0VSS700000000sQOAQ"
    },
    "Id" : "0VSS700000000sQOAQ",
    "Name" : "Loans"
  }, {
    "attributes" : {
      "type" : "WorkTypeGroup",
      "url" : "/services/data/v59.0/sobjects/WorkTypeGroup/0VSS700000000sVOAQ"
    },
    "Id" : "0VSS700000000sVOAQ",
    "Name" : "Banking"
  } ]
}
  3. Parse the JSON response, and display the work type groups on a page in your app so that users can select a work type group during appointment scheduling. Here’s how that page can look.
    A representation of the Select Work Type Group screen.

On the next page in your app, you can provide users an option to search for service territories.