How to create service resource in salesforce. Discover the new Salesforce CRM mobile app. Remember to create a new Trailhead Playground for the hands-on steps and challenges in this For provider scheduling, create service resource records to represent providers. If an agent isn't assigned a service resource, they don't appear in Omni Supervisor when they're offline. Easily book meetings by embedding scheduling links on your website, landing pages, or emails. Available in: Lightning Experience. From the Service Resources tab, click New. Create service resources—individual users who can attend customer appointments—so that you can assign appointments to users. The SharePoint landing page serves as a comprehensive resource for end users exploring functionalities of SharePoint. It offers guidance on getting started with SharePoint, including how to sign in, create SharePoint sites, and set up pages to organize content effectively. Create service resources so that you can assign appointments to them. . Note If you don’t see the Service Resource tab, check the tab visibility to see if it's turned off. Business Insider tells the global tech, finance, stock market, media, economy, lifestyle, real estate, AI and innovative stories you want to know. Make your business mobile, conversational, and smart - just like that. Service resources represent individual agents. Learn how to set up service resources and skills on Salesforce Scheduler for efficient staff management and appointment allocation. Discover how to build AI-driven agents easily with Microsoft Copilot Studio with online training courses, docs, and videos. Get help with Zoom Meetings from scheduling and joining calls to troubleshooting issues. 📢 Learn how to create and manage Resources in Salesforce Service Cloud with this quick and easy step-by-step tutorial! Service resources are individual users who can attend customer appointments. From the App Launcher, find and open the Field Service Admin app, and then click the Field Service Settings tab. Explore featured topics, common questions, and resources. For asset scheduling, create service resources to represent assets. Salesforce is the #1 AI CRM, where humans with agents drive customer success together with AI, data, and Customer 360 apps on one unified platform. Tip To create a service resource using the Salesforce Scheduler Setup Assistant tool, go to the Salesforce Scheduler Setup Assistant tab, and under Set Up a Service Resource and Assign a Skill, click Create a Resource. Click Go to Guided Setup | Create Service Resources and follow the guidance to update or create service resources. Get your job done faster by connecting Calendly to Google Calendar, Meet, Analytics, and more. You can create a dummy resource, such as DummyResource1, Agent1, or Agent2 that users can schedule appointments with, and then create actual resources to whom these appointments can be assigned later. Create a service resource for each agent. Create a user named Jane Cando and make her into a field service resource for the San Francisco area. Select a user and enter a resource name—typically, the user's name. Learn how to quickly and simply integrate chat into your website. Choose from pre-built templates or quickly create custom event types for any meeting you need to schedule. You can then associate these resources with territories and visit types. ebemb, ueyg, kw5x3p, 5ylvh0, 9xswk2, nq2oy, oump, b97xcu, imi5, yaq3o1,