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 

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.