Configuring Default Resource Avatars
By default, Salesforce Technician/Equipment records sync to Service Board as Resource records. In the Scheduler Calendar and Map, the Resource List, the Resource avatar (
) indicates technicians, and the Equipment (
) avatar indicates equipment. You can use the default avatars provided with Service Board, or upload custom icons.
) indicates technicians, and the Equipment () avatar indicates equipment. You can use the default avatars provided with Service Board, or upload custom icons. | By default, any custom Resource avatars or user pictures defined in User Preferences are used for Resources. If no custom avatars are configured at the user level, custom avatars defined in Setting records are used. If no custom avatars are defined in Setting records, the default icons that ship with Service Board are used. Default avatars are supported only for the Technician and Equipment objects, and cannot be configured for custom Resource types. |
To configure default Resource avatars:
1. Open the Salesforce Technician/Equipment record and add a custom Checkbox field named isEquipment, and then add the isEquipment field to the field set.
2. Clone the Process Builder record for the associated object, and then add the newly created field to the Is Field Changed action group.
3. In the Initial Sync Resources initial sync action, in the Query URL field, add the isEquipment field. and then add the following custom field mapping JSON code to the Resource Initial Sync Template transform template:
{
"svmx_resource_type" : "ifelse(IsEquipment__c,'Equipment','Technician')"
}
"svmx_resource_type" : "ifelse(IsEquipment__c,'Equipment','Technician')"
}
4. Add the following custom field mapping JSON code to the Resource Create Template and Resource Update Template transform templates:
{
"svmx_resource_type" : "ifelse(fields.IsEquipment__c == 'true','Equipment','Technician')"
}
"svmx_resource_type" : "ifelse(fields.IsEquipment__c == 'true','Equipment','Technician')"
}
5. To use your own custom avatars instead of the default avatars that ship with Service Board, in Max Designer, in the Administration (
) launchpad menu, click Settings, and then in the list view, open either the Default Equipment Avatar or Default Resource Avatar record.
) launchpad menu, click Settings, and then in the list view, open either the Default Equipment Avatar or Default Resource Avatar record.
6. In the Default Value field, replace the default avatar with your own custom avatar, and then in the top left corner, click Save and Close (
).
).| | To use the default avatars that ship with Service Board, skip steps 6 and 7. |
7. To configure a custom avatar for an individual Resource, open the relevant Resource record, and then in the Overview tab, in the Resource Avatar field, upload an image.
8. To update a user picture, do one of the following:
◦ In Service Board, upload an image to the User Preference record for the relevant user.
◦ In Salesforce, upload an image to the SmallPhotoUrl field in the relevant User record, and then in Service Board, run the Init Sync User Picture initial sync action.
For more information: