Configure related lists for Salesforce Scheduler objects so that Salesforce Scheduler
users can easily access more details related to an object record. For example, after you create a
service territory, from the Service Territory Members related list, you can assign a service
resource to the service territory. And from the Service Territory Work Types related list, you can
assign a work type to the service territory.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
Page layouts in newer Salesforce orgs might already have the relevant related lists.
However, if you’re configuring Salesforce Scheduler in an old Salesforce org, perform these steps
to add the relevant related lists to the Service Territory and Service Resource object page
layouts.
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From Setup, open Object Manager.
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In the Quick Find box, enter Service Territory, and then select
Service Territory.
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Click Page Layouts, and then select Service Territory
Layout.
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On the palette, select Related Lists.
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Drag Service Territory Members and Service Territory Work Types on the Related Lists
section of the page.
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Save your changes.
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Repeat steps 2 through 6 to add Absences, Appointments, Service Territories, and Skills to
the Service Resource object page layout.
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Repeat steps 2 through 6 to add Resource Preferences to the Person Account object page
layout.
