Retrieve and show the service appointments scheduled against the dummy resource. Branch managers or administrators can reassign the retrieved appointments to the actual resources.
Get Service Appointments Assigned to the Dummy Resource
Show your users the service appointments—appointments booked through Salesforce Scheduler—scheduled against the dummy resource by retrieving the list of service appointments. Branch managers or administrators can reassign the appointments to the actual resources.
Retrieve the actual service resources—an employee from your company, such as a loan officer, investment advisor, doctor, nurse practitioner, or retail store specialist who attends appointments with clients—based on the work type group and service territory that’s assigned to a service appointment. Business managers or administrators can then assign an available service resource to an appointment.
Show the details of service appointments—appointments booked through Salesforce Scheduler—on a page of your app so that business managers or administrators can review and update appointments.
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