ResourcePreference

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

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.

Introduced in API version 38.0.

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

  • Field Service must be enabled.

  • 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.

  • 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: polymorphic

  • Refers to: Account, Asset, Location, WorkOrder, WorkOrderLineItem

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: An auto-generated number identifying the resource preference.

  • 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: relationship

  • Refers to: ServiceResource

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version.