Use absences to specify time periods that a service resource is unavailable to attend service appointments for.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
Considerations for Absences in Salesforce Scheduler
Here are some things to keep in mind when you create absences.
- When an absence is created, the service appointments that have been scheduled for the absence period aren't deleted automatically. You must either manually reassign such appointments to other service resources or cancel the appointments.
- When you create a recurring absence, Salesforce Scheduler automatically creates an absence record for each instance. To edit recurring absences, you must edit individual absence records.
- When users book appointments using flows, Salesforce Scheduler doesn’t show the time slots for absence periods. However, your users can still manually create appointments for the absence periods. So we recommend that you disable the New button on the Service Appointment tab.
Create Service Resource Absences in Salesforce Scheduler
To specify the absence period of a service resource, use the Absences related list on the service resource page.
Required Editions
| User Permissions Needed | |
|---|---|
| To view resource absences: | Read on service resources |
| To create and update resource absences: | Read and edit on service resources |
| To add or edit picklist values: | Customize Application |
- From the App Launcher, find and select Service Resources.
- Click a service resource record.
- Click Related.
- If you want to create a single absence, click New.
- If you want to create multiple absences based on a pattern, click New Recurring Absence.
- Select a type.
- Enter start and end times.
- If you’re creating a recurring absence, specify the recurrence pattern details.
- If needed, enter an address.
- Save your changes.