Setting up Resource Request Staffer

Complete the following setup tasks before using Resource Request Staffer.

Note:

The Async API Framework settings affect the performance of resource matching. For more information, see Async API Framework Settings.

Permissions

You must assign the PSA - Use Resource Request Staffer permission set to the users that you want to use Resource Request Staffer. For more information, see Permission Sets and Other Technical Documentation.

For information about assigning permission sets, see the Salesforce Help.

Lightning Component Properties

You must select the appropriate Resource Request Staffer component properties using the Lightning App Builder from the Resource Request Staffer page. For more information, see Resource Request Staffer Lightning Component Properties.

For more information about Lightning App Builder, see the Salesforce Help.

Field Mappings

You can map resource request fields to contact fields using Resourcing Match Mappings. This determines the fields included in the Custom Fields weighting in the Match Settings. For more information, see:

Email Notifications

To ensure users receive email notifications when actions are completed in Resource Request Staffer, you must verify the email deliverability settings in your org are configured correctly. For more information, see the Salesforce Help.