---
schema_version: "1"
id: 0ea2a8a704d56a6f5a0fbe0cc68abb5b69b15c9fb2afda175f486fed4f35c356
title: Create Service Resources in Salesforce Scheduler
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/ls_create_resources.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.ls_create_resources.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c2224523842447cb45c020b24a19c5a39188fec48e338d0d9ed2e609f9feb2af
description: Service resources are individual users who can attend customer appointments. Create service resources so that you can assign appointments to them.
products:
  - Scheduler
  - Salesforce Platform
release: "264"
---
# Create Service Resources in Salesforce Scheduler

Service resources are individual users who can attend customer appointments. Create service resources so that you can assign appointments to them.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d10237e66">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10237e66 ">To view the Service Resources tab and service resources</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10237e66 ">Read on service resources</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10237e66 ">To create service resources:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10237e66 ">Create on service resources</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10237e66 ">To edit or deactivate service resources:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10237e66 ">Edit on service resources</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10237e66 ">To view service resource skills:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10237e66 ">Read on service resources</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10237e66 ">To create, edit, or delete service resource skills:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10237e66 ">Edit on service resources</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10237e66 ">To view, create, or edit resource absences:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10237e66 ">Read on service resources</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10237e66 ">To delete resource absences:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10237e66 ">Edit on service resources</td>

          </tr>
        </tbody>
      </table>

1. From the App Launcher, find and open the **Salesforce Scheduler Setup** app.
2. From the Service Resources tab, click **New**.
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_tip.png)
    
    Tip To create a service resource using the Salesforce Scheduler Setup Assistant tool, go to the Salesforce Scheduler Setup Assistant tab, and under Set Up a Service Resource and Assign a Skill, click **Create a Resource**.
3. Select a user and enter a resource name—typically, the user's name.
4. Select **Active** so that you can assign the resource to appointments.
5. To use the resource for scheduling appointments in Salesforce Scheduler, select **Main**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_note.png)
    
    Note To consider service resources specified as Main for appointment booking, enable the Main Service Resource setting.
6. Select a resource type:
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><tbody><tr class=""><th style="vertical-align:top;" headers="d10237e206-option" id="d10237e210">Technician</th><td style="vertical-align:top;" headers="d10237e206-desc d10237e210">For individual users. This resource type is supported by default.</td></tr><tr class=""><th style="vertical-align:top;" headers="d10237e206-option" id="d10237e219">Agent</th><td style="vertical-align:top;" headers="d10237e206-desc d10237e219">For individual users. Supported only if the Main Service Resource setting is enabled and the Main checkbox is selected. Typically used for service resources shared with Omni-Channel.</td></tr><tr class=""><th style="vertical-align:top;" headers="d10237e206-option" id="d10237e228">Asset</th><td style="vertical-align:top;" headers="d10237e206-desc d10237e228">For rooms and equipment. Supported only if Asset Management is enabled.</td></tr></tbody></table>
7. Save your changes.

Assign the new service resource to a service territory and add skills.

#### See Also

- [Configure Who Can Be a Service Resource](https://help.salesforce.com/s/articleView?id=platform.ls_manage_perms.htm&release=264.0.0&type=5 "Service resources are individual users in your org who can attend appointments with clients. Before you can create service resources, create or identify users who you want to be available as service resources. Then, assign them the Salesforce Scheduler permission set license via a permission set to make them available for appointments.")
- [Enable Asset Scheduling in Salesforce Scheduler](https://help.salesforce.com/s/articleView?id=platform.ls_asset_scheduling_overview.htm&release=264.0.0&type=5 "It’s easier than ever to book rooms and equipment, such as MRI machines or dialysis chairs, with Asset Scheduling.")