Represent the people and assets that perform work as service resources so that you can
assign service appointments to them.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions |
| User Permissions Needed |
| To create service resources: |
Workforce Scheduling Admin |
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From Salesforce Go, search for and select Workforce Scheduling Data &
Permissions.
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Click Create Service Resources and then New Service
Resource.
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Enter the details that identify the service resource.
- Name: the name of the service resource.
- Resource Type: Technician or
Asset.
- User: select the associated Salesforce user of the service resource.
- Service Territory: search for and select the associated service territory.
- Required Skills: search for and select the skills for the resource.
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Save your changes.
