ServiceResource

Represents a technician or an asset. This object is available in API version 38.0 and later.

A technician represents an employee from your organization, such as a loan officer, investment advisor, doctor, nurse practitioner, or retail store specialist, who attends appointments with clients. An asset represents an item of commercial value, such as a product sold by your company or a competitor, that a customer has purchased and installed.

Supported Calls

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

Special Access Rules

Salesforce Scheduler must be enabled.

Fields

AssetId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: ID of the Asset. This is a relationship field.
Relationship Name: Asset
Relationship Type: Lookup
Refers To: Asset

Description

Type: textarea
Properties: Create, Nillable, Update
Description: The description of the resource.

IsActive

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: When selected, this option means that the resource can be assigned to appointments. For service tracking purposes, resources can’t be deleted, so deactivating a resource is the best way to send them into retirement. Deactivating a user doesn’t deactivate the related service resource. You can’t create a service resource that is linked to an inactive user.

IsPrimary

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicate whether Salesforce Scheduler must consider the service resource record for scheduling appointments (true) or not (false). This field is available in API version 57.0 and later.
Default value: false

This field is applicable only if the Main Service Resource setting is enabled in your Salesforce org.

Note

LastReferencedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The date when the service resource was last modified. Its label in the user interface is Last Modified Date.

LastViewedDate

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

RelatedRecordId

Type: reference
Properties: Create, Filter, Group, Sort, Nillable, Update
Description: The associated user. Its label in the UI is User. If the service resource represents a service crew rather than a user, leave the User field blank and select the related crew in the ServiceCrewId field.

ResourceType

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Indicates whether the resource is a Technician (T) or Asset (S). The default value is Technician (T). You can’t add additional resource types.

Associated Objects

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 and later.

ServiceResourceChangeEvent (API version 48.0): Change events are available for the object.

ServiceResourceFeed: Feed tracking is available for the object.

ServiceResourceHistory: History is available for tracked fields of the object.

ServiceResourceOwnerSharingRule: Sharing rules are available for the object.

ServiceResourceShare: Sharing is available for the object.