ServiceAppointment

Represents available shifts for a workplace and confirmed shifts for service resources. Service appointments are linked to planned occupancy and, when confirmed, to a service resource (a person). This object is available in API version 38.0 and later.

For standard fields on the ServiceAppointment object, see Object Reference - ServiceAppointment.

The following Status values are relevant to Shift Management:

  • None—The initial state; the appointment is not linked to a service resource and it represents an available shift.
  • Scheduled—The appointment is linked to a service resource (through the AssignedResource junction object). The appointment represents a shift that is tentatively filled by that service resource.
  • Dispatched—The appointment is now shared with the service resource and the service resource is notified that they are assigned to that shift.
  • In Progress—The service resource accepted the shift.

The service resource can also reject a shift. In that case, the AssignedResource record is deleted and the appointment represents an available shift again.

Supported Calls 

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

Custom Fields 

FieldTypePropertiesDescription
wkfsl__Facility_Plan__creferenceCreate, Filter, Group, Nillable, Sort, UpdateThe facility plan. This has information such as maximum occupancy information for a location. This field is available in API version 48.0 and later.
wkfsl__Reject_type__cpicklistCreate, Filter, Group, Nillable, Restricted picklist, Sort, UpdateThis field is reserved for future use.