Lightning Resource Request Components Overview

Warning:

My Domain is required for you to use Lightning components in your Salesforce org. For more information on My Domain, see the Salesforce Help.

You can use the Resource Request Lightning page with Lightning Experience A Salesforce user interface optimized for speed. and our components to staff resource requests. This Resource Request Lightning page has been optimized for staffing resource requests. By default, the Resource Request Lightning page includes a Details tab and a compact layout that is customizable. For more information on the fields displayed on the Details tab, see Resource Request Fields.

Tip:

If you want to set up and use Intelligent Staffing to rank resources, see Intelligent Staffing Overview.

For information about creating a Lightning page and adding Lightning components to the page, see "Lightning App Builder" in the Salesforce Help.

Note:

Settings in the Resource Single Staffer configuration group A collection of configuration options contained in the configuration groups tab that defines behavior of a FinancialForce PSA object or feature. as described in Advanced Search Filters are not supported on the Resource Request Lightning page.

The following Resource Request Lightning components are available to add to your own Lightning record pages to enable resource managers to staff resource requests.

Lightning Component Name	Component Purpose	Using Component Overview	Component Fields
PSA Resource Filter	Apply filter criteria to a list of resources.	Resource Filter Lightning Component Overview	Resource Filter Lightning Component Fields
PSA Resourcing	Select from a list of resources and perform actions.	Using the Resourcing Lightning Component	Resourcing Lightning Component Fields
PSA Contact Card	View information about a resource.	Contact Card Lightning Component Overview	Contact Card Lightning Component Fields

Note:

Our Lightning components only render on desktop. For more information about configuring components rendered on desktop in Lightning, see "Configure Your Component for Different Form Factors" in the Salesforce Help.