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 ExperienceClosed 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 for a Resource Request.

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 groupClosed 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 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. Resourcing Lightning Component Overview Resourcing Lightning Component Fields
PSA Contact Card View resource information. Contact Card Lightning Component Overview Contact Card Lightning Component Fields
PSA Resource Schedule Manage resource requests and assignments for all resources. Resource Schedule Overview Resource Schedule 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.