Salesforce Scheduler Data Model Template

Pre-built data model for Salesforce Scheduler (Lightning Scheduler) using flowchart LR format with color coding and relationship indicators.

Objects Included

Object	Type	Description
ServiceAppointment	STD	Scheduled appointments
ServiceResource	STD	People/equipment
ServiceTerritory	STD	Service locations
ServiceTerritoryMember	STD	Resource assignments
WorkType	STD	Service types
WorkTypeGroup	STD	Grouped work types
AssignedResource	STD	Appointment assignments
ResourceAbsence	STD	Time off/unavailability
TimeSlot	STD	Available time slots

Query Org Metadata (Recommended)

Enrich diagram with live org data:

python3 ../../scripts/query-org-metadata.py \
    --objects ServiceAppointment,ServiceResource,ServiceTerritory,WorkType \
    --target-org myorg

Mermaid Template (Preferred)

Left-to-right flowchart with color coding.

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    %% ═══════════════════════════════════════════════════════════════
    %% SALESFORCE SCHEDULER DATA MODEL
    %% LEGEND: LK = Lookup (-->), MD = Master-Detail (==>)
    %% Colors: Blue = Standard, Orange = Custom, Green = External
    %% ═══════════════════════════════════════════════════════════════

    %% Core Scheduling Objects
    SA["ServiceAppointment<br/>(count)"]
    SR["ServiceResource<br/>(count)"]
    ST["ServiceTerritory<br/>(count)"]

    %% Resource Assignments
    STM["ServiceTerritoryMember<br/>(count)"]
    AR["AssignedResource<br/>(count)"]

    %% Work Types
    WT["WorkType<br/>(count)"]
    WTG["WorkTypeGroup<br/>(count)"]
    WTGM["WorkTypeGroupMember<br/>(count)"]

    %% Availability
    RA["ResourceAbsence<br/>(count)"]
    TS["TimeSlot<br/>(count)"]

    %% Related Objects
    Account["Account<br/>(count)"]
    Contact["Contact<br/>(count)"]
    User["User<br/>(count)"]

    %% Service Appointment
    Account -->|"LK"| SA
    Contact -->|"LK"| SA
    ST -->|"LK"| SA
    WT -->|"LK"| SA

    %% Resource Structure
    User -->|"LK"| SR
    SR ==>|"MD"| STM
    ST -->|"LK"| STM

    %% Appointment Assignment
    SA ==>|"MD"| AR
    SR -->|"LK"| AR

    %% Work Type Groups
    WTG ==>|"MD"| WTGM
    WT -->|"LK"| WTGM

    %% Availability
    SR ==>|"MD"| RA

    %% Operating Hours
    ST -->|"LK"| TS

    %% Standard Objects - Sky Blue
    style SA fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style SR fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style ST fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style STM fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style AR fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style WT fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style WTG fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style WTGM fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style RA fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style TS fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Contact fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style User fill:#bae6fd,stroke:#0369a1,color:#1f2937

Key Concepts

Scheduling Flow

Customer (Contact) → WorkType → ServiceAppointment ← ServiceResource
                                        ↓
                               ServiceTerritory

Resource Availability

Object	Purpose
OperatingHours	Business hours definition
TimeSlot	Available booking slots
ResourceAbsence	Time off, breaks
ServiceTerritoryMember	Territory assignment + hours

ServiceResource Types

Type	Description
Technician	Field service worker
Dispatcher	Scheduling coordinator
Crew	Group of resources
Asset	Equipment, vehicles

Simplified Version (Core Objects Only)

For presentations focusing on core scheduling flow:

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    Contact["Contact"]
    SA["ServiceAppointment"]
    SR["ServiceResource"]
    ST["ServiceTerritory"]

    Contact -->|"LK"| SA
    ST -->|"LK"| SA
    SA ==>|"MD assigned"| SR

    style Contact fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style SA fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style SR fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style ST fill:#bae6fd,stroke:#0369a1,color:#1f2937

Territory & Resource Model

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    ST["ServiceTerritory"]
    SR["ServiceResource"]
    STM["ServiceTerritoryMember"]
    OpHrs["OperatingHours"]

    ST ==>|"MD"| STM
    SR -->|"LK"| STM
    ST -->|"LK"| OpHrs

    style ST fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style SR fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style STM fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style OpHrs fill:#bae6fd,stroke:#0369a1,color:#1f2937

ASCII Fallback

┌─────────────────────────────────────────────────────────────────────────────┐
│  SALESFORCE SCHEDULER DATA MODEL (L→R)                                       │
│  Legend: LK = Lookup (-->), MD = Master-Detail (==>)                        │
└─────────────────────────────────────────────────────────────────────────────┘

┌──────────────┐                              ┌──────────────────────┐
│   ACCOUNT    │──────────── LK ─────────────>│ SERVICE_APPOINTMENT  │
│   (count)    │                              │       (count)        │
└──────────────┘                              └──────────┬───────────┘
                                                         │
┌──────────────┐                                         │ MD
│   CONTACT    │──────────── LK ─────────────────────────┤
│   (count)    │                                         ▼
└──────────────┘                              ┌──────────────────────┐
                                              │   ASSIGNED_RESOURCE  │
┌──────────────┐                              │       (count)        │
│  WORK_TYPE   │──────────── LK ──────────────│                      │
│   (count)    │                              └──────────┬───────────┘
└──────────────┘                                         │ LK
                                                         ▼
┌───────────────────┐         ┌────────────────────────────────────────┐
│ SERVICE_TERRITORY │═══ MD ═>│ SERVICE_TERRITORY_MEMBER               │
│     (count)       │         │            (count)                     │
└───────────────────┘         └────────────────────┬───────────────────┘
         │                                         │ LK
         │ LK                                      ▼
         └───────────────────────────────>┌──────────────────────┐
                                          │   SERVICE_RESOURCE   │
                                          │       (count)        │
                                          └──────────┬───────────┘
                                                     │ MD
                                                     ▼
                                          ┌──────────────────────┐
                                          │   RESOURCE_ABSENCE   │
                                          │       (count)        │
                                          └──────────────────────┘

Key Relationships Summary

Parent	Child	Type	Behavior
ServiceTerritory	ServiceTerritoryMember	MD	Cascade delete
ServiceResource	ServiceTerritoryMember	LK	Resource reference
ServiceAppointment	AssignedResource	MD	Cascade delete
ServiceResource	AssignedResource	LK	Resource reference
ServiceResource	ResourceAbsence	MD	Cascade delete
WorkTypeGroup	WorkTypeGroupMember	MD	Cascade delete
WorkType	WorkTypeGroupMember	LK	Work type reference
Account	ServiceAppointment	LK	Customer
Contact	ServiceAppointment	LK	Contact person
ServiceTerritory	ServiceAppointment	LK	Service location
WorkType	ServiceAppointment	LK	Appointment type

Limits & Considerations

Limit	Value
Resources per territory	Unlimited
Territories per resource	Unlimited
Appointments per day	Performance consideration
Operating hours slots	24 per day max
Time slot duration	Configurable (minutes)

Scheduler vs Field Service

Feature	Scheduler	Field Service
Focus	Appointments	Work orders
Optimization	Basic	Advanced (FSL)
Gantt	No	Yes
Dispatch	Manual	Automated
Mobile	Standard app	FSL Mobile

Best Practices

Use flowchart LR - Left-to-right flow for readability
Keep objects simple - Name + record count only
Replace (count) placeholders - With actual counts from query
Add LDV indicator - For objects >2M records: LDV[~4M]
Color code object types - Blue=Standard, Orange=Custom, Green=External

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