User Guide
Developer Guide
Object Reference
API Reference
Release Notes
Developers
Support
User Guide
Developer Guide
Object Reference
API Reference
Release Notes
Developers
Support
Skedulo Documentation
Action Reference
Action reference guide
Overview
Response format
Standard actions
Data
Create Record
Update Records
Delete Records
Get Record
GraphQL Query
Work Management
Create Job
Duplicate Job
Create Resource Requirement
Move Job Time
Cancel Jobs
Lock/Unlock Jobs
Related Data
Get Contact for Job
Get Resources on Job
Get Jobs for Resource
Allocations
Allocate Job
Deallocate Jobs
Dispatch Resources
Dispatch Jobs
Offers
Create Job Offer
Create Shift Offer
Scheduling
Suggest Resources
Suggest Time
Find Closest Region
Calculate Travel Time
Geocode Address
Get Resources Within Distance
Get Resource Location
Notifications
Send Notification
Send SMS
Notify Job Offer
Notify Shift Offer
Integration
HTTP
Utility
Echo
Developer documentation
Getting started with Skedulo
Introduction
Quickstart
Deskless Productivity Cloud fundamentals
Skedulo concepts
The Skedulo core data model
Authentication and authorization
Authentication for Skedulo
Authentication requirements and API tokens
Skedulo API user
Authentication for Skedulo for Salesforce
Authorization
User permissions in Skedulo for Salesforce
Skedulo for Salesforce permission sets
Skedulo permissions and access control (deprecated)
Object and field permissions (deprecated)
Role-based permissions (deprecated)
Insufficient access (deprecated)
Use the Skedulo REST API
Use GraphQL
Get started with GraphQL
Install the GraphiQL web extension
Query the GraphQL schema
GraphQL query limits and dynamic limits
Perform multiple related mutations using GraphQL aliases
Make changes to the data records using GraphQL mutations
Use pagination to access all GraphQL query results
Subscribe to Skedulo objects
Upsert records with GraphQL
Manage and schedule work
Overview
Create and configure work
Overview
Job lifecycle
Job start and end times
Job time constraints
Create a new job or activity with pre-filled data
Manage resource availability
Use tags
Use tags for resources and jobs
Add Contact tags to Accounts using GraphQL
Add Resource tags to Jobs using GraphQL
Manage scheduling rules and exceptions
Manage scheduling rules and conflicts on the Skedulo Pulse Platform
Schedule rules and violations (conflicts)
Manually run a job to evaluate pre-existing schedules
Integrate with the Rules service
Implement custom schedule rules
Implement fatigue and time-interval-based rules
Understand the Insufficient travel time rule
Optimize schedules
Overview
Get started with optimization
Using the optimization endpoint
Create an optimization extension
Optimize vs Suggest
Overview
Suggest: Resources and times for a job
Suggest: Times to schedule a job
Optimized scheduling using the Skedulo API
Use and manage location information
Use the Geoservices API
Calculate distance and travel time
Calculate the travel time and distance between multiple locations
Estimate the distance and travel time between locations on a route
Address geocoding and autocompletion
Generate a session ID for geoservices requests
Get a location's Place ID
Get a location's details
Get a location's geographic co-ordinates
Get a location's timezone
Geolocation field type and distance comparison
Errors and troubleshooting
Skedulo CLI
Introduction to the Skedulo CLI
Install the Skedulo CLI
Authenticate with the Skedulo CLI
Skedulo CLI Studio
Work with artifacts
Work with objects and fields
Work with packages
Work with functions
Artifact availability
Help and troubleshooting
CLI quick reference guide
Command Reference
sked artifacts
config-variable
custom-field
custom-object
form-builder
function
horizon-custom-action
horizon-list-config
horizon-page
horizon-template
horizon-tenant-config
mobile-extension
public-page
record-access-policy
standard-object-override
triggered-action
url-override
user-role
web-extension
webhook
update-descriptors
sked tenant
login
list
display
set-default
logout
sked function
dev
generate
sked web-extension
dev
generate-ssl-cert
sked logs
triggered-action
webhook
function
tail
export
sked http
sked package
deploy
list
register
Customize and extend Skedulo web app
Create and customize objects, and fields
Introduction to custom objects and fields in Skedulo
Create custom objects and fields in the Skedulo Pulse Platform
Create custom objects and fields with the Skedulo API
Create custom objects and fields in the Skedulo Pulse Platform
Use GraphQL to query custom objects and fields
Understand the Lookup and Has many custom field types
Customize and modify Skedulo picklist values
Overview of Skedulo picklists
Modify picklist items and field dependencies
Create and map custom objects in Salesforce
Create custom objects in Salesforce
Add custom fields to your custom object in Salesforce
Map custom objects and fields
Create and customize pages
Introduction to pages
Manage pages
Create pages
Customize pages
Error codes
Override system-generated pages
Overview
Create an object and add custom fields
Configure the navigation menu
Override the default Create record page
Override the default View record page
Override the default Edit record page
Edit the default columns
Edit the column templates
Override the default List view page
Create and customize list views
Use list views
Sort list views
Filter list views
List view columns
Configure default columns for list views
Save and share list views
Advanced column configuration for list views
Customize list views
Deprecated: Use the Skedulo Software Development Kit (SDK)
Overview
Deprecated: Install and set up Skedulo Packages SDK
Skedulo web extensions
Overview
Deprecated: Build and deploy a standalone web page (formerly known as Connected Pages)
Deprecated: Build and deploy embedded web extensions
Deprecated: Build and deploy multiple pages as a package
Web extensions API services
Developing web extensions with the CLI
Customize and extend Skedulo mobile apps
Skedulo Plus extensions
Introduction to Skedulo Plus extensions
Get started with Skedulo Plus extensions
Get started with Skedulo Plus extensions
Set Skedulo Plus extension context and metadata
Change the extension title and summary
Create forms that only work when users are online
Use the Skedulo CLI to upload and manage your Skedulo Plus extension
Expressions and binding mechanisms
Custom functions
Skedulo Plus extensions validation rules
Render content dynamically in mobile extensions
Skedulo Plus extension files and data
Skedulo Plus extension definition file structure
Metadata for Skedulo Plus extensions
Use GraphQL to fetch instance data
Fetch static data
Resource localization
Skedulo Plus extensions component library
Skedulo Plus extension components overview
Page types
Mobile extensions page type definition
List pages
Page components
List page components
Flat page components
Flat page components
Section
Text editor
Text view
Select editor
Multi-selector
Date and time picker
Toggle
Attachments
Signature
Menu list
ReadOnly text
ButtonGroup
Address editor
Image annotation
Integration and automation
API Overview
Overview
Skedulo REST API
Use GraphQL
Skedulo API Usage Best Practices
Valid Date and DateTime formats
Make API calls from Salesforce
Overview
Make generic Skedulo API requests using Salesforce
Make Skedulo API Notification requests using Salesforce
Automate responses to changes using webhooks and triggered actions
Overview of triggered actions and webhooks
Error handling and debugging triggered actions and webhooks
Use webhooks
Create a webhook
Schedule or defer a webhook
Manage incoming SMS with webhooks
Use triggered actions
Introduction to triggered actions
Triggers
Actions
Create a triggered action for modified objects
Update a triggered action
Delete a triggered action
Extend Skedulo functionality with functions
Introduction to custom functions
Develop a function
Extend Skedulo functionality with custom functions
Deprecated: Develop and deploy custom code using connected functions and the SDK
Errors and troubleshooting
Manage and control access
Control access to application functionality
Provision user accounts via the API
Deprecated: Use provisioning to create multiple user accounts
Create and use record access policies
Understand record access policy rules
Manage record access policies via the API
How Record access policies control data access
Best practices: Create record access policies and rules
Deprecated: Create and manage deployments
Deprecated: Create and deploy packages with the SDK
Deprecated: Get started with Skedulo packages
Deprecated: Overview of package components
Skedulo SDK deprecation notice
Deprecated: Create libraries with the SDK
Deprecated: Get started with libraries
Deprecated: Introduction to Skedulo libraries
Deprecated: Use shared components library
Skedulo system status
User guides
Getting started
Getting started with Skedulo platform
Install and setup for Skedulo Pulse Platform
Set up and verify account and team
Confirm web browser compatibility
Complete onboarding wizard
Log into the Skedulo Web App (for Skedulo Pulse Platform customers)
Manage resources and assets in the Skedulo web app
Manage resources
Create new resources
Use resource tags
Manage assets
User settings
Customize scheduling workflow
Getting started with Skedulo for Salesforce
Install and setup for Skedulo for Salesforce
Install and configure the onboarding wizard
Log into the Skedulo web app using Salesforce username
Open In Salesforce™ from within Skedulo web app
Manage regions in Skedulo for Salesforce
Create regions
Manage users in Skedulo for Salesforce
Manage user types
Grant Salesforce user a Skedulo license
Create and edit Salesforce users
Manage user permissions
Add or change a profile image
Deactivate users
Manage resources and assets in Skedulo for Salesforce
Add new resources in Skedulo for Salesforce
Manage resource category
Manage tags (skills)
Enable and manage job products
Quickstart tutorials
Quick-start 1 - The onboarding wizard
Quick-start 2 - Set up resources
Quick-start 3 - Create jobs
Quick-start 4 - Dispatch jobs
Glossary
Create and edit work
Create and manage work
Create and manage work in the Skedulo web app
View work
Use the Schedule Calendar view
Use the Work console
Create work
Create a new job type
Create and update work
Use quick job create
Use work cards
View and manage work details
View, add, and delete attachments
Work custom fields
Apply time constraints to work items
View work status
Manage resource requirements
Manage multiple resource requirements
Allocate and dispatch work
Allocate work
Allocate work using Pulse Allocation Experience (Beta)
Dispatch work
Manage job dependencies
Schedule and manage work offers
Complete, cancel, or reshedule work
Cancel or reschedule a job
Manually complete a job
Restore a canceled job
Create and manage work in Skedulo for Salesforce
Create a new job type in Skedulo for Salesforce
Add custom fields to jobs
Create and edit shifts
Create and edit shifts in the Skedulo web app
Create and edit shifts
Display shifts in swimlane views
Create and manage shift offers
Define resource working hours
Create and edit activities
Create and edit activities in the Skedulo web app
Use activities console
Create and manage activities
Manage scheduling and availability
How travel time is calculated
Manage availability and unavailability
Manage availability and unavailability in the Skedulo web app
Access availability console
Request availability
Use availability patterns
Manage availability
Use availability templates
Manage unavailability
Manage availability and unavailability in Skedulo for Salesforce
Manage availability and unavailability types
Create a holiday record
View and manage resource availability
Create and view schedules
View schedules
Configure user preferences
Scheduling console
Status panel
Horizontal swimlanes
Vertical swimlanes
Map view
Create schedules
Deallocate and unschedule
Multiple regions
Use search and filters
Filter bar
Global search bar
Create and manage recurring schedules
Create recurring schedules
View recurring schedules
Manage recurring schedules
Optimization of schedule
Manage and use route optimization
Optimize schedules
Set working hour limits for resources
Optimization recipes
Optimization Recipes
Objective: Minimize disruption
Objective: Balanced workload
Objective: Resource rating
Objective: Travel time
Objective: Minimize resources
Objective: Work priority
Objective: Soft skills
Create optimization recipes
Scheduled optimization
One-off optimization (Swimlane view)
One-off optimization (Pulse Scheduling Experience)
One-off optimization (Vertical swimlane)
One-off optimization (Map view)
One-off optimization (Schedule calendar view)
Background tasks
Travel time and route optimization
Optimization results
Optimization history
Optimization extensions
Optimization extension overview
Optimization extension - The Flexible Scheduler
Optimization extension - The Routine Keeper
Optimization extension - The Date Guardrail
Use Suggest feature
Manage schedule conflicts and exceptions
Schedule conflict alerts in the web app
Manage schedule conflicts with the Rules service on the Skedulo Pulse Platform
View schedule rule conflicts on the Skedulo Pulse Platform
Manage schedule rule conflicts on the Skedulo Pulse Platform
Frequently asked questions: Schedule rules and conflicts
Troubleshooting schedule rules and conflicts
Manage exceptions with the Exceptions service (Closed beta)
Schedule work with the Pulse Scheduling Experience
Introduction to the Pulse Scheduling Experience
Schedule work with the Pulse Scheduling Experience swimlane
Get to know the Pulse Scheduling Experience swimlane
Customize the swimlane views
Schedule work in the Pulse Scheduling Experience swimlane
Use Suggest to schedule work in the swimlane
Schedule work with the Pulse Scheduling Experience Work list
Get to know the Pulse Scheduling Experience Work list
Configure Work list views
Use the Work list
Duplicate work in the Pulse Scheduling Experience
Move work in the schedule
Use scheduling actions in the Pulse Scheduling Experience
Use the Context panel in the Pulse Scheduling Experience
Administer and configure
Administer and configure Skedulo web app
Customize the UI with page builder
Introduction to page builder
Enable page builder
Understand page builder URLs
Accessing page builder
Get to know the page builder user interface
Customizing list pages
Customizing detail pages
Customizing create pages
Customizing page headers
Advanced component layouts
Creating records with modal popups
Page builder - FAQ
Configure users and preferences
Manage users
View and configure general settings
View and configure preferences
Configure social integrations
Enable notifications
Configure the navigation menu
Configure the tabs on web-app pages
Reroute standard Skedulo URLs with page overrides
Create, configure, and manage users (deprecated)
Create and customize work
Customize scheduling workflow
Customize offer workflow
Configure scheduling rules
Create job templates
Create and manage data objects on the Skedulo Pulse Platform
Manage custom fields
Manage picklists
View and customize tables
Change work card appearance
Customize schedule cards in the Pulse Scheduling Experience swimlane
Understand job start and end times calculations
Understand estimated and actual travel time and distance calculations
Configure custom views for the Pulse Allocation Experience
Configure Optimization
Configure Suggest
Configure notifications and messaging
Enable and view notifications
Configure and customize push and SMS notifications
Numbers for SMS delivery
View and edit teams
View change history
Extend Skedulo with extensions
View authentication information
Define API user
Create API tokens with developer tools
Create a service user
Manage web extensions
Deprecated: Create and manage web extensions
Manage mobile extensions
Configure Skedulo Plus mobile extension metadata
Manage configuration variables
Enable beta features
Manage packages (Beta)
Permissions and data access control
User roles and permissions
Standard roles
Functional permissions and custom roles
Create custom roles for functional permissions
Manage user roles
Permission dependencies
Use record access policies to control data access
Record access policies
Manage record access policies
Manage record access policy rules
Record access policy templates
Role-based customization of the navigation menu
Process automation
View and edit triggered actions
Automations
Automations - beta
Learn about the automations beta
Considerations before enabling
Automations beta - FAQ
Introduction to automations
View and manage automations
Get to know the automation builder user interface
Triggers
Record modified trigger
Record time offset trigger
Scheduled trigger
Event trigger
Steps
Actions
Choice
Variables
JSONata expressions
Tutorials
Tutorial 1 - Hello automations
Tutorial 2 - Automatically setting the urgency of a job
Tutorial 3 - Automatically calculating a line item total
Tutorial 4 - Automatically create a job when a contact is added
Administer and configure Skedulo for Salesforce
Change inactivity session timeout
Manage Salesforce account and location resource scores
Turn on Salesforce event synchronization
Enable GraphQL subscriptions for job and allocation updates
Enable Auto-update Geolocation
Configure and manage geolocation of job allocation status change
View and upgrade Skedulo Managed Packages
Skedulo Managed Package Object Chart
Delink a user from resource record to prevent the deletion of allocated jobs
Configure and view promoted custom field
How to grant enhanced permissions for Salesforce community users
Configure a Skedulo API token in Salesforce
Enable object permissions in Skedulo permission sets
Create and customize fields
Create custom fields
Configure and view promoted custom field
Enable Salesforce MFA / SAML session delegation
Errors and troubleshooting
OAuth errors
Invalid request error - ip restricted
Access denied error - Session expired or invalid
Houston we have a problem
Administer and configure Skedulo Plus
Create Skedulo Plus forms with Form Builder
Introduction to the Form Builder
Create mobile forms with Form Builder in the Skedulo web app
Introduction to the Form Builder in the Skedulo Pulse Platform
Create a basic form with Form Builder
Create a data-mapped form to collect new data records
Create a data-mapped form to update the job record
Create Form Builder forms in Skedulo for Salesforce
Introduction to creating mobile forms with Form Builder in Skedulo for Salesforce
Create a data-mapped form with Form Builder to create new data records in Skedulo for Salesforce
Create a data-mapped form for updating a job record in Skedulo for Salesforce
Components available in the Skedulo Plus Form Builder
Build a Skedulo Plus form with Form Builder components
Set conditional display logic in Form Builder
Edit mobile form details with Form Builder
Install a mobile form
View data collected from the form
Manage Skedulo Plus forms with Form Builder
Retrieve attachment metadata from Form Builder using the API
Customize job fields and workflow
Customize job fields
Customize job workflow
Customize workflow labels
Skedulo Plus mobile app settings
Customize Skedulo Plus mobile app settings
Configure Availability for Skedulo Plus
Configure Account field visibility for Skedulo Plus
Customize mobile app layout
Set geofencing rules for Skedulo Plus
Skedulo Plus mobile notifications
Set up linking to and from the Skedulo Plus mobile app
Enable v2 custom forms in the Skedulo Plus mobile app (Closed beta)
Load and manage data
Load and migrate data to Skedulo
Import and update data
Bulk import users
Format data type
FAQs
Best practices
Object import order
Migrate data to Skedulo
Best practices for migrating data
View data tables
Export data from Skedulo
Export data
Export data from related objects
Create export templates
Use data export templates
Create a new CRM record
Manage accounts
Manage activities
Manage availability types
Manage contacts
View exclusions
Manage holidays
View inclusions
View and create new job types
Manage locations
Manage regions
Manage resource categories
Manage tags
Single Sign-On (SSO)
Getting started with Single Sign-On
Set up up Single Sign-On
Setting up Single Sign-On
Set up Single Sign-On with Salesforce
Log in with Single Sign-On
Log in with Single Sign-On
Log in with Single Sign-On via Salesforce
Frequently Asked Questions - SSO
Single Sign-On terminology
Analytics and reporting
In Skedulo Pulse Platform
Introduction to Skedulo analytics
Interact with dashboards
Looker explores
In Skedulo for Salesforce
Install and view Skedulo reports and dashboards
Add Skedulo as a trusted network
Dynamic messaging
Use Dynamic Messaging in Skedulo Platform
Configure Dynamic Messaging
Mobile user guides
Skedulo mobile app versions and availability
Skedulo Plus mobile app
Introduction
Get started with the Skedulo Plus mobile app
Confirm device compatibility
Download, install, and update the mobile app
Log in
Edit your profile and preferences
Edit profile
Set preferences
Sync Calendar with iCalendar
Manage work in Skedulo Plus
View agenda and calendar
Accept and start work
View work details
Manage work offers
Add attachments
Manage job timestamps
Add notes
Manage shifts
View shifts
Enable and receive shift notifications
Manage shifts
Manage shift offers
Manage availability and unavailability
Manage availability
Manage unavailability
Manage recurring availability
Manage recurring unavailability
Sync app data when logging in or reconnecting to the internet
Manage location tracking
Manage notifications
Send and receive messages in the Skedulo Plus app
Rate the app and provide feedback
Submit a support request
Errors and troubleshooting
Retrieve your team name
Troubleshoot the Skedulo Plus mobile app
Skedulo extensions
Teams and Crews (Beta)
Introduction to Teams and Crews
Create, edit, and delete teams
Configure the team's availability
Manage team membership
Allocate a team to a work item
Allocate work from the Team Schedule
Optimize schedules for Teams and Crews
Virtual meetings
Introduction to the Virtual meetings extension
Configure the Virtual meetings extension
Add virtual meetings to work
Recurring activities
Introduction to Recurring activities
Get started with Recurring activities
View Recurring activities
Create a Recurring activity
Manage Recurring activities
Skedulo Plus mobile extensions
Introduction to Skedulo Plus product extensions
Install a Skedulo Plus product extension
Skedulo Plus product extension - Create new job
Skedulo Plus product extension - Create follow-up job
Skedulo Plus product extension - Self-scheduling
Skedulo Plus product extension - Reschedule a job
Geolocation Console
Help and support
Access help and support via the web app
In Skedulo Pulse Platform
Notification failures
Invalid request error - IP restricted
Access denied error - session expired or invalid
Houston we have a problem
Insufficient permission to access the web app
Grant login access to a Skedulo agent via Salesforce
Support requests
Technical support plans and SLAs
API Reference Guide
Authentication
Authentication
Authorization
Authorization
Communications
Notifications
Virtual meetings
Configuration
Custom fields
Configurations
Onboarding
Data Access
GraphQL
Optimization
Optimization
Planr
Scheduling
Availability
Recurring schedules
Resource tracking
Schedule management
Rule violations (conflicts)
Utilities
Change history
Files
Geoservices
iCal
Triggered actions
Webhooks
Object-References
Object reference guide
Overview
Primitive data types
Field types
System Fields
Custom objects
Standard objects reference documentation
AccountResourceScores
Accounts
AccountTags
Activities
ActivityResources
Attendees
Availabilities
AvailabilityPatternResources
AvailabilityPatterns
AvailabilityTemplateEntries
AvailabilityTemplateResources
AvailabilityTemplates
ClientAvailabilities
Contacts
ContactTags
HolidayRegions
Holidays
JobAllocations
JobDependencies
JobOffers
JobProducts
Jobs
JobTags
JobTasks
JobTimeConstraints
LocationResourceScores
Locations
Products
RecordFilters
RecurringSchedules
Regions
ResourceJobOffers
ResourceOverrideRegions
ResourceOverrides
ResourceRegions
ResourceRequirements
ResourceRequirementTags
Resources
ResourceShiftBreaks
ResourceShiftOffers
ResourceShifts
ResourceTags
ShiftOffers
ShiftOfferShifts
Shifts
ShiftTags
Tags
UserRegions
Users
Skedulo Documentation
Action Reference
Action reference guide
Overview
Response format
Standard actions
Data
Create Record
Update Records
Delete Records
Get Record
GraphQL Query
Work Management
Create Job
Duplicate Job
Create Resource Requirement
Move Job Time
Cancel Jobs
Lock/Unlock Jobs
Related Data
Get Contact for Job
Get Resources on Job
Get Jobs for Resource
Allocations
Allocate Job
Deallocate Jobs
Dispatch Resources
Dispatch Jobs
Offers
Create Job Offer
Create Shift Offer
Scheduling
Suggest Resources
Suggest Time
Find Closest Region
Calculate Travel Time
Geocode Address
Get Resources Within Distance
Get Resource Location
Notifications
Send Notification
Send SMS
Notify Job Offer
Notify Shift Offer
Integration
HTTP
Utility
Echo
Developer documentation
Getting started with Skedulo
Introduction
Quickstart
Deskless Productivity Cloud fundamentals
Skedulo concepts
The Skedulo core data model
Authentication and authorization
Authentication for Skedulo
Authentication requirements and API tokens
Skedulo API user
Authentication for Skedulo for Salesforce
Authorization
User permissions in Skedulo for Salesforce
Skedulo for Salesforce permission sets
Skedulo permissions and access control (deprecated)
Object and field permissions (deprecated)
Role-based permissions (deprecated)
Insufficient access (deprecated)
Use the Skedulo REST API
Use GraphQL
Get started with GraphQL
Install the GraphiQL web extension
Query the GraphQL schema
GraphQL query limits and dynamic limits
Perform multiple related mutations using GraphQL aliases
Make changes to the data records using GraphQL mutations
Use pagination to access all GraphQL query results
Subscribe to Skedulo objects
Upsert records with GraphQL
Manage and schedule work
Overview
Create and configure work
Overview
Job lifecycle
Job start and end times
Job time constraints
Create a new job or activity with pre-filled data
Manage resource availability
Use tags
Use tags for resources and jobs
Add Contact tags to Accounts using GraphQL
Add Resource tags to Jobs using GraphQL
Manage scheduling rules and exceptions
Manage scheduling rules and conflicts on the Skedulo Pulse Platform
Schedule rules and violations (conflicts)
Manually run a job to evaluate pre-existing schedules
Integrate with the Rules service
Implement custom schedule rules
Implement fatigue and time-interval-based rules
Understand the Insufficient travel time rule
Optimize schedules
Overview
Get started with optimization
Using the optimization endpoint
Create an optimization extension
Optimize vs Suggest
Overview
Suggest: Resources and times for a job
Suggest: Times to schedule a job
Optimized scheduling using the Skedulo API
Use and manage location information
Use the Geoservices API
Calculate distance and travel time
Calculate the travel time and distance between multiple locations
Estimate the distance and travel time between locations on a route
Address geocoding and autocompletion
Generate a session ID for geoservices requests
Get a location's Place ID
Get a location's details
Get a location's geographic co-ordinates
Get a location's timezone
Geolocation field type and distance comparison
Errors and troubleshooting
Skedulo CLI
Introduction to the Skedulo CLI
Install the Skedulo CLI
Authenticate with the Skedulo CLI
Skedulo CLI Studio
Work with artifacts
Work with objects and fields
Work with packages
Work with functions
Artifact availability
Help and troubleshooting
CLI quick reference guide
Command Reference
sked artifacts
config-variable
custom-field
custom-object
form-builder
function
horizon-custom-action
horizon-list-config
horizon-page
horizon-template
horizon-tenant-config
mobile-extension
public-page
record-access-policy
standard-object-override
triggered-action
url-override
user-role
web-extension
webhook
update-descriptors
sked tenant
login
list
display
set-default
logout
sked function
dev
generate
sked web-extension
dev
generate-ssl-cert
sked logs
triggered-action
webhook
function
tail
export
sked http
sked package
deploy
list
register
Customize and extend Skedulo web app
Create and customize objects, and fields
Introduction to custom objects and fields in Skedulo
Create custom objects and fields in the Skedulo Pulse Platform
Create custom objects and fields with the Skedulo API
Create custom objects and fields in the Skedulo Pulse Platform
Use GraphQL to query custom objects and fields
Understand the Lookup and Has many custom field types
Customize and modify Skedulo picklist values
Overview of Skedulo picklists
Modify picklist items and field dependencies
Create and map custom objects in Salesforce
Create custom objects in Salesforce
Add custom fields to your custom object in Salesforce
Map custom objects and fields
Create and customize pages
Introduction to pages
Manage pages
Create pages
Customize pages
Error codes
Override system-generated pages
Overview
Create an object and add custom fields
Configure the navigation menu
Override the default Create record page
Override the default View record page
Override the default Edit record page
Edit the default columns
Edit the column templates
Override the default List view page
Create and customize list views
Use list views
Sort list views
Filter list views
List view columns
Configure default columns for list views
Save and share list views
Advanced column configuration for list views
Customize list views
Deprecated: Use the Skedulo Software Development Kit (SDK)
Overview
Deprecated: Install and set up Skedulo Packages SDK
Skedulo web extensions
Overview
Deprecated: Build and deploy a standalone web page (formerly known as Connected Pages)
Deprecated: Build and deploy embedded web extensions
Deprecated: Build and deploy multiple pages as a package
Web extensions API services
Developing web extensions with the CLI
Customize and extend Skedulo mobile apps
Skedulo Plus extensions
Introduction to Skedulo Plus extensions
Get started with Skedulo Plus extensions
Get started with Skedulo Plus extensions
Set Skedulo Plus extension context and metadata
Change the extension title and summary
Create forms that only work when users are online
Use the Skedulo CLI to upload and manage your Skedulo Plus extension
Expressions and binding mechanisms
Custom functions
Skedulo Plus extensions validation rules
Render content dynamically in mobile extensions
Skedulo Plus extension files and data
Skedulo Plus extension definition file structure
Metadata for Skedulo Plus extensions
Use GraphQL to fetch instance data
Fetch static data
Resource localization
Skedulo Plus extensions component library
Skedulo Plus extension components overview
Page types
Mobile extensions page type definition
List pages
Page components
List page components
Flat page components
Flat page components
Section
Text editor
Text view
Select editor
Multi-selector
Date and time picker
Toggle
Attachments
Signature
Menu list
ReadOnly text
ButtonGroup
Address editor
Image annotation
Integration and automation
API Overview
Overview
Skedulo REST API
Use GraphQL
Skedulo API Usage Best Practices
Valid Date and DateTime formats
Make API calls from Salesforce
Overview
Make generic Skedulo API requests using Salesforce
Make Skedulo API Notification requests using Salesforce
Automate responses to changes using webhooks and triggered actions
Overview of triggered actions and webhooks
Error handling and debugging triggered actions and webhooks
Use webhooks
Create a webhook
Schedule or defer a webhook
Manage incoming SMS with webhooks
Use triggered actions
Introduction to triggered actions
Triggers
Actions
Create a triggered action for modified objects
Update a triggered action
Delete a triggered action
Extend Skedulo functionality with functions
Introduction to custom functions
Develop a function
Extend Skedulo functionality with custom functions
Deprecated: Develop and deploy custom code using connected functions and the SDK
Errors and troubleshooting
Manage and control access
Control access to application functionality
Provision user accounts via the API
Deprecated: Use provisioning to create multiple user accounts
Create and use record access policies
Understand record access policy rules
Manage record access policies via the API
How Record access policies control data access
Best practices: Create record access policies and rules
Deprecated: Create and manage deployments
Deprecated: Create and deploy packages with the SDK
Deprecated: Get started with Skedulo packages
Deprecated: Overview of package components
Skedulo SDK deprecation notice
Deprecated: Create libraries with the SDK
Deprecated: Get started with libraries
Deprecated: Introduction to Skedulo libraries
Deprecated: Use shared components library
Skedulo system status
User guides
Getting started
Getting started with Skedulo platform
Install and setup for Skedulo Pulse Platform
Set up and verify account and team
Confirm web browser compatibility
Complete onboarding wizard
Log into the Skedulo Web App (for Skedulo Pulse Platform customers)
Manage resources and assets in the Skedulo web app
Manage resources
Create new resources
Use resource tags
Manage assets
User settings
Customize scheduling workflow
Getting started with Skedulo for Salesforce
Install and setup for Skedulo for Salesforce
Install and configure the onboarding wizard
Log into the Skedulo web app using Salesforce username
Open In Salesforce™ from within Skedulo web app
Manage regions in Skedulo for Salesforce
Create regions
Manage users in Skedulo for Salesforce
Manage user types
Grant Salesforce user a Skedulo license
Create and edit Salesforce users
Manage user permissions
Add or change a profile image
Deactivate users
Manage resources and assets in Skedulo for Salesforce
Add new resources in Skedulo for Salesforce
Manage resource category
Manage tags (skills)
Enable and manage job products
Quickstart tutorials
Quick-start 1 - The onboarding wizard
Quick-start 2 - Set up resources
Quick-start 3 - Create jobs
Quick-start 4 - Dispatch jobs
Glossary
Create and edit work
Create and manage work
Create and manage work in the Skedulo web app
View work
Use the Schedule Calendar view
Use the Work console
Create work
Create a new job type
Create and update work
Use quick job create
Use work cards
View and manage work details
View, add, and delete attachments
Work custom fields
Apply time constraints to work items
View work status
Manage resource requirements
Manage multiple resource requirements
Allocate and dispatch work
Allocate work
Allocate work using Pulse Allocation Experience (Beta)
Dispatch work
Manage job dependencies
Schedule and manage work offers
Complete, cancel, or reshedule work
Cancel or reschedule a job
Manually complete a job
Restore a canceled job
Create and manage work in Skedulo for Salesforce
Create a new job type in Skedulo for Salesforce
Add custom fields to jobs
Create and edit shifts
Create and edit shifts in the Skedulo web app
Create and edit shifts
Display shifts in swimlane views
Create and manage shift offers
Define resource working hours
Create and edit activities
Create and edit activities in the Skedulo web app
Use activities console
Create and manage activities
Manage scheduling and availability
How travel time is calculated
Manage availability and unavailability
Manage availability and unavailability in the Skedulo web app
Access availability console
Request availability
Use availability patterns
Manage availability
Use availability templates
Manage unavailability
Manage availability and unavailability in Skedulo for Salesforce
Manage availability and unavailability types
Create a holiday record
View and manage resource availability
Create and view schedules
View schedules
Configure user preferences
Scheduling console
Status panel
Horizontal swimlanes
Vertical swimlanes
Map view
Create schedules
Deallocate and unschedule
Multiple regions
Use search and filters
Filter bar
Global search bar
Create and manage recurring schedules
Create recurring schedules
View recurring schedules
Manage recurring schedules
Optimization of schedule
Manage and use route optimization
Optimize schedules
Set working hour limits for resources
Optimization recipes
Optimization Recipes
Objective: Minimize disruption
Objective: Balanced workload
Objective: Resource rating
Objective: Travel time
Objective: Minimize resources
Objective: Work priority
Objective: Soft skills
Create optimization recipes
Scheduled optimization
One-off optimization (Swimlane view)
One-off optimization (Pulse Scheduling Experience)
One-off optimization (Vertical swimlane)
One-off optimization (Map view)
One-off optimization (Schedule calendar view)
Background tasks
Travel time and route optimization
Optimization results
Optimization history
Optimization extensions
Optimization extension overview
Optimization extension - The Flexible Scheduler
Optimization extension - The Routine Keeper
Optimization extension - The Date Guardrail
Use Suggest feature
Manage schedule conflicts and exceptions
Schedule conflict alerts in the web app
Manage schedule conflicts with the Rules service on the Skedulo Pulse Platform
View schedule rule conflicts on the Skedulo Pulse Platform
Manage schedule rule conflicts on the Skedulo Pulse Platform
Frequently asked questions: Schedule rules and conflicts
Troubleshooting schedule rules and conflicts
Manage exceptions with the Exceptions service (Closed beta)
Schedule work with the Pulse Scheduling Experience
Introduction to the Pulse Scheduling Experience
Schedule work with the Pulse Scheduling Experience swimlane
Get to know the Pulse Scheduling Experience swimlane
Customize the swimlane views
Schedule work in the Pulse Scheduling Experience swimlane
Use Suggest to schedule work in the swimlane
Schedule work with the Pulse Scheduling Experience Work list
Get to know the Pulse Scheduling Experience Work list
Configure Work list views
Use the Work list
Duplicate work in the Pulse Scheduling Experience
Move work in the schedule
Use scheduling actions in the Pulse Scheduling Experience
Use the Context panel in the Pulse Scheduling Experience
Administer and configure
Administer and configure Skedulo web app
Customize the UI with page builder
Introduction to page builder
Enable page builder
Understand page builder URLs
Accessing page builder
Get to know the page builder user interface
Customizing list pages
Customizing detail pages
Customizing create pages
Customizing page headers
Advanced component layouts
Creating records with modal popups
Page builder - FAQ
Configure users and preferences
Manage users
View and configure general settings
View and configure preferences
Configure social integrations
Enable notifications
Configure the navigation menu
Configure the tabs on web-app pages
Reroute standard Skedulo URLs with page overrides
Create, configure, and manage users (deprecated)
Create and customize work
Customize scheduling workflow
Customize offer workflow
Configure scheduling rules
Create job templates
Create and manage data objects on the Skedulo Pulse Platform
Manage custom fields
Manage picklists
View and customize tables
Change work card appearance
Customize schedule cards in the Pulse Scheduling Experience swimlane
Understand job start and end times calculations
Understand estimated and actual travel time and distance calculations
Configure custom views for the Pulse Allocation Experience
Configure Optimization
Configure Suggest
Configure notifications and messaging
Enable and view notifications
Configure and customize push and SMS notifications
Numbers for SMS delivery
View and edit teams
View change history
Extend Skedulo with extensions
View authentication information
Define API user
Create API tokens with developer tools
Create a service user
Manage web extensions
Deprecated: Create and manage web extensions
Manage mobile extensions
Configure Skedulo Plus mobile extension metadata
Manage configuration variables
Enable beta features
Manage packages (Beta)
Permissions and data access control
User roles and permissions
Standard roles
Functional permissions and custom roles
Create custom roles for functional permissions
Manage user roles
Permission dependencies
Use record access policies to control data access
Record access policies
Manage record access policies
Manage record access policy rules
Record access policy templates
Role-based customization of the navigation menu
Process automation
View and edit triggered actions
Automations
Automations - beta
Learn about the automations beta
Considerations before enabling
Automations beta - FAQ
Introduction to automations
View and manage automations
Get to know the automation builder user interface
Triggers
Record modified trigger
Record time offset trigger
Scheduled trigger
Event trigger
Steps
Actions
Choice
Variables
JSONata expressions
Tutorials
Tutorial 1 - Hello automations
Tutorial 2 - Automatically setting the urgency of a job
Tutorial 3 - Automatically calculating a line item total
Tutorial 4 - Automatically create a job when a contact is added
Administer and configure Skedulo for Salesforce
Change inactivity session timeout
Manage Salesforce account and location resource scores
Turn on Salesforce event synchronization
Enable GraphQL subscriptions for job and allocation updates
Enable Auto-update Geolocation
Configure and manage geolocation of job allocation status change
View and upgrade Skedulo Managed Packages
Skedulo Managed Package Object Chart
Delink a user from resource record to prevent the deletion of allocated jobs
Configure and view promoted custom field
How to grant enhanced permissions for Salesforce community users
Configure a Skedulo API token in Salesforce
Enable object permissions in Skedulo permission sets
Create and customize fields
Create custom fields
Configure and view promoted custom field
Enable Salesforce MFA / SAML session delegation
Errors and troubleshooting
OAuth errors
Invalid request error - ip restricted
Access denied error - Session expired or invalid
Houston we have a problem
Administer and configure Skedulo Plus
Create Skedulo Plus forms with Form Builder
Introduction to the Form Builder
Create mobile forms with Form Builder in the Skedulo web app
Introduction to the Form Builder in the Skedulo Pulse Platform
Create a basic form with Form Builder
Create a data-mapped form to collect new data records
Create a data-mapped form to update the job record
Create Form Builder forms in Skedulo for Salesforce
Introduction to creating mobile forms with Form Builder in Skedulo for Salesforce
Create a data-mapped form with Form Builder to create new data records in Skedulo for Salesforce
Create a data-mapped form for updating a job record in Skedulo for Salesforce
Components available in the Skedulo Plus Form Builder
Build a Skedulo Plus form with Form Builder components
Set conditional display logic in Form Builder
Edit mobile form details with Form Builder
Install a mobile form
View data collected from the form
Manage Skedulo Plus forms with Form Builder
Retrieve attachment metadata from Form Builder using the API
Customize job fields and workflow
Customize job fields
Customize job workflow
Customize workflow labels
Skedulo Plus mobile app settings
Customize Skedulo Plus mobile app settings
Configure Availability for Skedulo Plus
Configure Account field visibility for Skedulo Plus
Customize mobile app layout
Set geofencing rules for Skedulo Plus
Skedulo Plus mobile notifications
Set up linking to and from the Skedulo Plus mobile app
Enable v2 custom forms in the Skedulo Plus mobile app (Closed beta)
Load and manage data
Load and migrate data to Skedulo
Import and update data
Bulk import users
Format data type
FAQs
Best practices
Object import order
Migrate data to Skedulo
Best practices for migrating data
View data tables
Export data from Skedulo
Export data
Export data from related objects
Create export templates
Use data export templates
Create a new CRM record
Manage accounts
Manage activities
Manage availability types
Manage contacts
View exclusions
Manage holidays
View inclusions
View and create new job types
Manage locations
Manage regions
Manage resource categories
Manage tags
Single Sign-On (SSO)
Getting started with Single Sign-On
Set up up Single Sign-On
Setting up Single Sign-On
Set up Single Sign-On with Salesforce
Log in with Single Sign-On
Log in with Single Sign-On
Log in with Single Sign-On via Salesforce
Frequently Asked Questions - SSO
Single Sign-On terminology
Analytics and reporting
In Skedulo Pulse Platform
Introduction to Skedulo analytics
Interact with dashboards
Looker explores
In Skedulo for Salesforce
Install and view Skedulo reports and dashboards
Add Skedulo as a trusted network
Dynamic messaging
Use Dynamic Messaging in Skedulo Platform
Configure Dynamic Messaging
Mobile user guides
Skedulo mobile app versions and availability
Skedulo Plus mobile app
Introduction
Get started with the Skedulo Plus mobile app
Confirm device compatibility
Download, install, and update the mobile app
Log in
Edit your profile and preferences
Edit profile
Set preferences
Sync Calendar with iCalendar
Manage work in Skedulo Plus
View agenda and calendar
Accept and start work
View work details
Manage work offers
Add attachments
Manage job timestamps
Add notes
Manage shifts
View shifts
Enable and receive shift notifications
Manage shifts
Manage shift offers
Manage availability and unavailability
Manage availability
Manage unavailability
Manage recurring availability
Manage recurring unavailability
Sync app data when logging in or reconnecting to the internet
Manage location tracking
Manage notifications
Send and receive messages in the Skedulo Plus app
Rate the app and provide feedback
Submit a support request
Errors and troubleshooting
Retrieve your team name
Troubleshoot the Skedulo Plus mobile app
Skedulo extensions
Teams and Crews (Beta)
Introduction to Teams and Crews
Create, edit, and delete teams
Configure the team's availability
Manage team membership
Allocate a team to a work item
Allocate work from the Team Schedule
Optimize schedules for Teams and Crews
Virtual meetings
Introduction to the Virtual meetings extension
Configure the Virtual meetings extension
Add virtual meetings to work
Recurring activities
Introduction to Recurring activities
Get started with Recurring activities
View Recurring activities
Create a Recurring activity
Manage Recurring activities
Skedulo Plus mobile extensions
Introduction to Skedulo Plus product extensions
Install a Skedulo Plus product extension
Skedulo Plus product extension - Create new job
Skedulo Plus product extension - Create follow-up job
Skedulo Plus product extension - Self-scheduling
Skedulo Plus product extension - Reschedule a job
Geolocation Console
Help and support
Access help and support via the web app
In Skedulo Pulse Platform
Notification failures
Invalid request error - IP restricted
Access denied error - session expired or invalid
Houston we have a problem
Insufficient permission to access the web app
Grant login access to a Skedulo agent via Salesforce
Support requests
Technical support plans and SLAs
API Reference Guide
Authentication
Authentication
Authorization
Authorization
Communications
Notifications
Virtual meetings
Configuration
Custom fields
Configurations
Onboarding
Data Access
GraphQL
Optimization
Optimization
Planr
Scheduling
Availability
Recurring schedules
Resource tracking
Schedule management
Rule violations (conflicts)
Utilities
Change history
Files
Geoservices
iCal
Triggered actions
Webhooks
Object-References
Object reference guide
Overview
Primitive data types
Field types
System Fields
Custom objects
Standard objects reference documentation
AccountResourceScores
Accounts
AccountTags
Activities
ActivityResources
Attendees
Availabilities
AvailabilityPatternResources
AvailabilityPatterns
AvailabilityTemplateEntries
AvailabilityTemplateResources
AvailabilityTemplates
ClientAvailabilities
Contacts
ContactTags
HolidayRegions
Holidays
JobAllocations
JobDependencies
JobOffers
JobProducts
Jobs
JobTags
JobTasks
JobTimeConstraints
LocationResourceScores
Locations
Products
RecordFilters
RecurringSchedules
Regions
ResourceJobOffers
ResourceOverrideRegions
ResourceOverrides
ResourceRegions
ResourceRequirements
ResourceRequirementTags
Resources
ResourceShiftBreaks
ResourceShiftOffers
ResourceShifts
ResourceTags
ShiftOffers
ShiftOfferShifts
Shifts
ShiftTags
Tags
UserRegions
Users
Search Results