Navigating the resource calendar
Explore a calendar interface that allows resources to manage their own schedules

The resource calendar is accessed inside of Salesforce by resources. When the resource views the calendar, they will see only their schedule and can navigate around it by following this guide.

Console Header

Start Date

By default, the first day of the current week will be displayed. Use the pagination feature to toggle between weeks or select a specific date.

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Start date selection

Resource Details

The logged-in user’s corresponding resource record details include the following information:

  • Profile picture
  • Resource name
  • Category
  • Employment type
  • Current hours/contracted hours
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Resource profile

Calendar Display

Availability Templates

In an Availability Template, the availability for a resource is shown as a container using a broken line.

In the following example, the resource is available between 9 AM to 1 PM Monday to Friday.

Fig: Resource availability in a template

Hover

Hover over a Job, Shift or Activity record to display details about that specific work item.

12._RC_-_Activity_Hover_Example.png
Fig: Activity example

13._RC_-_Single_Booking_Hover_Example.png

Fig: Single Client Job example

14._RC_-_Group_Event_Job_Hover_Example.png

Fig: Group Event Job example

15._RC_-_Shift_Hover_Example.png

Fig: Shift Hover example

User Guide Details

What's in this guide

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