Customize the Select Service Resource Screen

Customize the Select Service Resource Screen

Customize the Select Service Resource screen and the options that appear on the screen.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions

The Select Service Resource screen with UI elements highlighted and numbered.

UI Element How to Customize the Element
The title and field labels (1) Change Labels in Flow Screens
The order in which service resources are sorted (2) Flow Screen Component: Select Service Resource
The maximum number of service resources that appear on the screen (3) Flow Screen Component: Select Service Resource

The roles associated with service resources (4)

Note
Note You can show roles if necessary. Salesforce Scheduler doesn’t use these roles to determine availability.

Add values to the Roles picklist of the Service Territory Member entity. See Add or Edit Picklist Values. Then assign roles using the Role picklist on service territory member records.

The time zone based on which next available time slots are shown (5) Flow Screen Component: Select Service Resource
The Select Service Resource screen