In multi-resource scheduling, a primary service resource anchors the appointment and must
be marked required. The primary service resources are the only service resources whose skills
are matched to the skill requirements for an appointment. Other required service resources are
matched to the appointment based on their availability and the primary resource’s service
territory. Resources not marked required are considered optional.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
This table summarizes how matching is done for different types of service resources when
multi-resource scheduling is enabled.
Service Resource Types in Salesforce Scheduler
| Matches On |
Primary Service Resource |
Required Service Resource |
Optional Service Resource |
| Skill Requirements |
Yes |
No |
No |
| Service Territory |
Yes |
Yes |
No |
| Availability in Time Slots |
Yes |
Yes |
No |
When anonymous scheduling is enabled, Salesforce Scheduler automatically selects a service
resource for an appointment. As a result, even if multi-resource scheduling is enabled,
Salesforce Scheduler can’t assign multiple resources to an anonymous appointment.
