---
schema_version: "1"
id: b4f245afada595abdc291e89bb664b33ad4729a0a03a5b5400787f286bb63648
title: Customize the Select Service Resource Screen
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/ls_customize_the_select_service_resource_screen.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.ls_customize_the_select_service_resource_screen.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6fce12d3b7fd6f718881fa41271aa5c83008793748fed0a9cfe55660512236a8
description: Customize the Select Service Resource screen and the options that appear on the screen.
products:
  - Scheduler
  - Salesforce Platform
release: "264"
---
# Customize the Select Service Resource Screen

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

### 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>

![The Select Service Resource screen with UI elements highlighted and numbered.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/scheduler/images/ls_customize_select_service_resource_screen.png)

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d58701e72">UI Element</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d58701e75">How to Customize the Element</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="UI Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d58701e72 ">The title and field labels (1)</td>

            <td data-label="How to Customize the Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d58701e75 ">
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_change_labels_in_flow_screens.htm&amp;release=264.0.0&amp;type=5" title="To use your company's terminology, change the tab names and field names of Service Resource, Service Territory, Service Appointments, Work Type Group, and Work Type.">Change Labels in
                Flow Screens</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="UI Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d58701e72 ">The order in which service resources are sorted (2)</td>

            <td data-label="How to Customize the Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d58701e75 ">
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_flowscreencmp_select_srvc_resource.htm&amp;release=264.0.0&amp;type=5" title="Enables users to select a service resource (appointment attendee).">Flow
                Screen Component: Select Service Resource</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="UI Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d58701e72 ">The maximum number of service resources that appear on the screen
              (3)</td>

            <td data-label="How to Customize the Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d58701e75 ">
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_flowscreencmp_select_srvc_resource.htm&amp;release=264.0.0&amp;type=5" title="Enables users to select a service resource (appointment attendee).">Flow Screen Component: Select Service Resource</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="UI Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d58701e72 ">
              <p>The roles associated with service resources (4)</p>
              <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                <div class="slds-media slds-media_responsive">
                  <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-note"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_note.png" alt="Note"></span></div>
                  <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Note</span> You can show
                    roles if necessary. Salesforce Scheduler doesn’t use these roles
                    to determine availability.</div>
                </div>
              </div>
            </td>

            <td data-label="How to Customize the Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d58701e75 ">
              <p style="margin-bottom:0;">Add values to the Roles picklist of the Service Territory Member
                entity. See <a href="https://help.salesforce.com/s/articleView?id=platform.updating_picklists.htm&amp;type=5&amp;language=en_US" target="_blank">Add
                  or Edit Picklist Values</a>. Then assign roles using the
                Role picklist on service territory member records.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="UI Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d58701e72 ">The time zone based on which next available time slots are shown
              (5)</td>

            <td data-label="How to Customize the Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d58701e75 ">
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_flowscreencmp_select_srvc_resource.htm&amp;release=264.0.0&amp;type=5" title="Enables users to select a service resource (appointment attendee).">Flow Screen Component: Select Service Resource</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="UI Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d58701e72 ">The Select Service Resource screen</td>

            <td data-label="How to Customize the Element" class="slds-cell-wrap" style="vertical-align:top;" headers="d58701e75 ">
              <ul>
                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=platform.ls_manage_time_zones.htm&amp;release=264.0.0&amp;type=5" title="Preset a default time zone for appointment time slot pages or dynamically set a time zone for them. Enable the time zone dropdown list on time slot pages to let users schedule appointments in the time zones they prefer.">Manage Time Zones for
                    Appointments</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=platform.ls_auto_assgnmnt_anonymous_schdlng.htm&amp;release=264.0.0&amp;type=5" title="You can enable automatic service resource assignment to let users schedule appointments without selecting service resources. Customers or guest users don’t always know the names of service resources. And sometimes they don’t care about which resource they’re assigned. After you enable automatic resource assignment, service resources are automatically assigned based on the time slots users select. Also, you can hide the assigned resources’ names on the appointment summary page to protect their privacy.">Enable
                    Automatic Resource Assignment and Anonymous
                    Scheduling</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=platform.ls_add_components_to_salesforce_scheduler_flow_screens.htm&amp;release=264.0.0&amp;type=5" title="Add components to flow screens to display additional information or to capture additional inputs. For example, add labels and logos for branding.">Add Components to Salesforce Scheduler
                    Flow Screens</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=platform.ls_add_validation_rules_to_service_appointment_fields.htm&amp;release=264.0.0&amp;type=5" title="Add validation rules to ensure that user inputs meet your requirements. You can also use validation rules to override the default error messages. For example, you can add a validation rule that enables users to save an appointment only after they enter a subject.">Add Validation Rules to Service Appointment
                    Fields</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=platform.ls_refresh_inputs_on_flow_pages.htm&amp;release=264.0.0&amp;type=5" title="Configure your Salesforce Scheduler flows to ensure that when users go back to a page and make changes during appointment scheduling, the changes are reflected on the subsequent pages. Otherwise, if a user doesn't select the right value on a previous page, they must cancel the scheduling process and start over.">Update
                    Flows to Refresh Inputs</a>
                </li>

              </ul>
            </td>

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