---
schema_version: "1"
id: 63ce3f88903820939b11f97641374d7ace95a381315e1f3a343f08ed8f1df0e9
title: Automatic Resource Assignment for Appointments
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_automatic_resource_assignment_for_appointments.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_automatic_resource_assignment_for_appointments.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4004192a24512631cb91c3a4fa4c79840afb618a4c2adc8187c6e4bd1f281c09
description: Configure appointment assignments to efficiently manage your service resources.
products:
  - Education
release: "264"
---
# Automatic Resource Assignment for Appointments

Configure appointment assignments to efficiently manage your service resources.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Editions Needed"><caption>Editions Needed</caption> <colgroup><col style="width:100%"></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>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

You can choose how resources in a success team are assigned to appointments. With automatic assignments and resource utilization policies, you can efficiently manage your service resources.

The resource assignment type for a success team determines the schedule appointment workflow on the learner portal:

| Success Team Resource Assignment Type | Schedule Appointment Workflow |
| --- | --- |
| Manual | Learners must select an advisor. |
| Automatic | Learners can't choose the advisor. The advisor is assigned automatically based on availability and the defined scheduling policy. If no policy is in effect, the appointment distribution is random. |
| Both (manual and automatic) | Learners can choose to select an advisor or be assigned one. |

- **[Set Up Your Org for Automatic Resource Assignment](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_your_org_for_automatic_resource_assignment.htm&release=264.0.0&type=5)**  
    Configure your org so service resources can be automatically assigned to appointments.
- **[Create a Success Team with Automatic Resource Assignment](https://help.salesforce.com/s/articleView?id=sfdo.ec_create_a_success_team_with_automatic_resource_assignment.htm&release=264.0.0&type=5)**  
    Create a success team that allows automatic assignment of appointment resources.