Professional Services Automation Invocable Action Reference

FindAssignmentsForResourceAction

Returns assignments for the given resource whose schedule overlaps the specified date window. Supply startDate and endDate to filter by date (optional; omit for open-ended query). Supply isBillable to filter by billable status (optional). When invoked in bulk, all requests must share the same startDate, endDate, and isBillable.

PropertyValue
LabelFind Assignments for Resource
CategoryResource Management
SinceSummer 2026
Read-onlyYes
Supports AgentsYes
Supports FlowsNo
Async ActionNo
Keywordsbookings, allocations, workload

Request Parameters

FieldTypeLabelDescriptionRequired
resourceIdIdResource IDThe Salesforce record ID of the resource (Contact) whose assignments to retrieve.Yes
startDateDateStart DateLower bound of the date window. Returns assignments whose end date falls on or after this date.No
endDateDateEnd DateUpper bound of the date window. Returns assignments whose start date falls on or before this date.No
isBillableBooleanIs BillableOptional filter. When specified, only returns assignments with the matching billable status.No
startDateFromDateStart Date FromOptional post-filter. Excludes assignments whose start date falls before this date.No
startDateToDateStart Date ToOptional post-filter. Excludes assignments whose start date falls after this date.No
endDateFromDateEnd Date FromOptional post-filter. Excludes assignments whose end date falls before this date.No
endDateToDateEnd Date ToOptional post-filter. Excludes assignments whose end date falls after this date.No

Response Parameters

FieldTypeLabelDescriptionRequired
assignmentsStringAssignmentsJSON array of assignment objects found for the resource. Each object contains: Id (String), Name (String), Start_Date__c (Date YYYY-MM-DD), End_Date__c (Date YYYY-MM-DD), Status__c (String), Resource__c (String record ID), Project__c (String record ID), Is_Billable__c (Boolean), Resource_Request__c (String record ID or null). Example: [{"Id":"a0B...","Name":"A-001","Start_Date__c":"2026-01-10","End_Date__c":"2026-01-20","Status__c":"Held","Resource__c":"003...","Project__c":"a0A...","Is_Billable__c":true,"Resource_Request__c":null}]. Null when success is false. Use JSON.deserialize to parse in Apex; agents and MCP consumers can read directly.No
successBooleanSuccessTrue if the action completed successfully; false if an error occurred.No
errorMessageStringError MessageDescribes the error if the action did not complete successfully; null on success.No
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