Create Service Resources

Create service resources—individual users who can attend customer appointments—so that you can assign appointments to users. You can create a dummy resource, such as DummyResource1, Agent1, or Agent2 that users can schedule appointments with, and then create actual resources to whom these appointments can be assigned later.

For more information on setting up service resources, see Set Up Service Resources in Salesforce Scheduler.

From the App Launcher, find and open the Salesforce Scheduler Setup app.
On the Service Resources tab, click New.
Select a user and enter a resource name—typically, the user’s name.
To enable assigning the resource to appointments, activate the resource.
For resource type, select Technician.
Save your changes.

After a service resource is created, assign the resource to a service territory, and then add skills of the resource.