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
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
Modify a Multi-Resource Service Appointment
Authenticate with Salesforce Scheduler APIs
Get Service Appointments
Get Service Appointment Details
Change Appointment Details
Change Appointment Candidates
Change Appointment Time Slots
Update Service Appointments
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

Change Appointment Candidates

If the assigned resources mark themselves absent, use the query request on the ServiceTerritoryMember object to show the list of alternative resources.

Create a page in your app where you can show the available service resources based on the service territory.

This sample REST API call uses the query request to retrieve the alternate resources.

Resource URI
https://yourInstance.salesforce.com/services/data/vXX.X/query/?q=SELECT+EffectiveStartDate,EffectiveEndDate,ServiceResourceId,ServiceTerritoryId+FROM+ServiceTerritoryMember
Sample Response

The API returns the available time slots and service resources.

{
    "totalSize" : 55,
    "done" : true,
    "records" : [
  {
    "attributes" : {
      "type" : "ServiceTerritoryMember",
      "url" : "/services/data/v53.0/sobjects/ServiceTerritoryMember/0HuB0000000TalUKAS"
    },
    "EffectiveStartDate" : "2021-10-22T15:00:00.000+0000",
    "EffectiveEndDate" : null,
    "ServiceResourceId" : "0HnB0000000TbgFKAS",
    "ServiceTerritoryId" : "0HhB0000000TakhKACC"
    }, {
    "attributes" : {
      "type" : "ServiceTerritoryMember",
      "url" : "/services/data/v53.0/sobjects/ServiceTerritoryMember/0HuB0000000TaleKAC"
    },
    "EffectiveStartDate" : "2021-10-22T15:00:00.000+0000",
    "EffectiveEndDate" : null,
    "ServiceResourceId" : "0HnB0000000TbgDKAS",
    "ServiceTerritoryId" : "0HhB0000000TakhKAC"
    }, {
    "attributes" : {
      "type" : "ServiceTerritoryMember",
      "url" : "/services/data/v53.0/sobjects/ServiceTerritoryMember/0HuB0000000TaloKAC"
    },
    "EffectiveStartDate" : "2021-10-22T15:00:00.000+0000",
    "EffectiveEndDate" : null,
    "ServiceResourceId" : "0HnB0000000TbgjKAC",
    "ServiceTerritoryId" : "0HhB0000000TakhKAC"
    }
 ]
}

Parse the JSON response, and show the available service resources on the page so that the user can select a primary service resource.

Here’s how a Select Service Resource page can look.A representation of the Select Service Resource screen.

Here’s how a page can look when the user selects a primary service resource.A representation of the Select Service Resource screen with the primary resource selected.

On the next page in your app, show the selected primary resource. You can also show the other service resources, including assets, so that users can add them as required resources. Then, show the consolidated time slots for all the selected resources.