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.

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

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The date when the resource preference was last modified.

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The date when the resource preference was last viewed.

• 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.

• 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

• Type: string
• Properties: Autonumber, Defaulted on create, Filter, 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: Lookup
• Refers To: ServiceResource

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.