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.
| Property | Value |
| Label | Find Assignments for Resource |
| Category | Resource Management |
| Since | Summer 2026 |
| Read-only | Yes |
| Supports Agents | Yes |
| Supports Flows | No |
| Async Action | No |
| Keywords | bookings, allocations, workload |
Request Parameters
| Field | Type | Label | Description | Required |
resourceId | Id | Resource ID | The Salesforce record ID of the resource (Contact) whose assignments to retrieve. | Yes |
startDate | Date | Start Date | Lower bound of the date window. Returns assignments whose end date falls on or after this date. | No |
endDate | Date | End Date | Upper bound of the date window. Returns assignments whose start date falls on or before this date. | No |
isBillable | Boolean | Is Billable | Optional filter. When specified, only returns assignments with the matching billable status. | No |
startDateFrom | Date | Start Date From | Optional post-filter. Excludes assignments whose start date falls before this date. | No |
startDateTo | Date | Start Date To | Optional post-filter. Excludes assignments whose start date falls after this date. | No |
endDateFrom | Date | End Date From | Optional post-filter. Excludes assignments whose end date falls before this date. | No |
endDateTo | Date | End Date To | Optional post-filter. Excludes assignments whose end date falls after this date. | No |
Response Parameters
| Field | Type | Label | Description | Required |
assignments | String | Assignments | JSON 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 |
success | Boolean | Success | True if the action completed successfully; false if an error occurred. | No |
errorMessage | String | Error Message | Describes the error if the action did not complete successfully; null on success. | No |
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