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Resource

Resource A Resource links to a Resource Type. This is a person or a thing. For a person, you would link the Resource to a Salesforce User or Contact. Resources are also linked to one or many Locations where they are available to be allocated.

A resource can be created in two ways. The first way can be created from the Resource Type record created on the previous page.

  1. In the Resource Type select the ‘Related’ tab.
  2. Click ‘New’ on the ‘Resources’ line
  3. Enter a ‘Resource Name’ (A person or object name). A Display Name (how the name will appear on the planner). Enter a User (Ability to Link a Resource name with a Salesforce User) and always ensure ‘Active’ is enabled.

Tip: Resource Type automatically filled when created like above.

Creating Resource through Resource Type ‘Related’ tab.

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The second way to create a Resource is through the ‘Resources’ tab.

  1. Select ‘New’ in the Resources tab
  2. Enter a ‘Resource Name’ (A person or object name). A Display Name (how the name will appear on the planner). Enter a User (Ability to Link a Resource name with a Salesforce User) and always ensure ‘Active’ is enabled.

Creating a Resource this way will mean manually selecting the Resource Type.

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