The Find Resources component helps you search for and assign the best-fit resource to an assignment. Define search criteria based on resource fields and skills, then review matching resources ranked by criteria match and availability, all with interactive charts showing forecast utilization over time.
Access the Find Resources component from the Find Resource button on the Manage Assignments component, from an individual Resource Assignment record page, or as a step in a Flow screen.
Define Search Criteria
When you first open the Find Resources component, you’ll see the criteria builder where you define your search conditions. If you’ve previously saved criteria for this assignment, the component loads those conditions automatically and advances to the results.
Build your search by adding up to ten conditions. Each condition consists of three parts:
- Field / Skill – Select a resource field or skill from the dropdown. Fields are sorted alphabetically and display an icon indicating their data type. Begin typing to filter available options.
- Operator – An operator is auto-selected based on the field type. Available operators vary by data type: Operator Applies To equals All field types not equals Most field types less than / greater than Number, Currency, Date, Percent less than or equals / greater than or equals Number, Currency, Date, Percent, Phone contains Text, TextArea includes / excludes Multi-Select Picklist is empty / is not empty Most field types (not Skills) is assigned Skills only
- Value – Enter your search value. The input type adapts to the selected field — text input for strings, date picker for dates, checkbox for booleans, and picklist dropdown for picklist fields. Some operators like is assigned, is empty, and is not empty require no value.
Click Add condition to add another row. Click the delete button on any row to remove it.
When no conditions are defined, the component displays: “No criteria specified. All resources will be returned.”
Click Find Resources to execute the search and move to the results.
Skills as Search Criteria
Skills appear in the Field / Skill dropdown grouped by Skill Type (e.g., “Skills: Technical”, “Skills: Leadership”). Skills without a type appear under “Skills: Uncategorized.”
The is assigned operator checks whether a resource has that skill assigned at all. Numeric operators like greater than or less than compare against the Resources skill level value.
Unsaved Changes
If you’ve modified search criteria and attempt to close the component, a confirmation prompt appears with three options:
- Cancel – Return to the component and continue working
- Discard Changes – Close without saving criteria changes
- Save & Close – Save the current criteria to the assignment, then close
If criteria are incomplete when saving, a warning message indicates that incomplete conditions were not saved.
Matching Resource Results
After clicking Find Resources, the component searches for and displays a list of resources that match one or more of the entered criteria.
The results grid has three sections:
| Column | Width | Content |
|---|---|---|
| Resource | 25% | Resource name, assign button, match percentages, and expandable details |
| Criteria | 25% | Visual indicator showing which criteria each resource matches |
| Resource Availability | 50% | Interactive stacked bar chart with capacity line |
Sortable Columns
Click any column header to sort the results. Click again to reverse the sort direction. An arrow indicator (▲ or ▼) shows the active sort column and direction.
| Sort Column | Default Direction | Description |
|---|---|---|
| Resource | Ascending | Alphabetical by resource name |
| Criteria | Descending | By criteria match percentage (highest first) |
| Assignment Periods | Descending | By percentage of assignment periods within capacity |
| All Periods | Descending | By percentage of all periods within capacity |
Results are sorted by Criteria match percentage by default. When criteria percentages are tied, resources are further sorted by availability.
Filter by Resource Name
Click the search icon in the top-right corner of the results to expand a search input. Type to filter the results list in real time — the filter matches against resource names (case-insensitive). Press **Escape** or click the **X** button to close the search and clear the filter.
Result Limits
By default, the top 200 resources are displayed in the results (configurable via the Find Resource Criteria Match Limit setting). When results are limited, an informational message indicates how many resources are shown out of the total matches (e.g., “Showing top 200 of 350 matching resources”).
Of those results, forecast availability data is automatically retrieved for the top 50 resources (configurable via the Find Resource Availability Limit setting). Resources beyond this limit display a “Click to load availability” link — click it to load that resource’s availability data on demand.
Review the Find Resources configuration settings support post for more details.
Resource Details
Click on a resource name row to expand the details panel. The chevron indicator changes from › (collapsed) to ▾ (expanded).
Compact Summary (Collapsed)
When collapsed, each resource shows three percentage values side by side:
- Criteria Match % — Percentage of search conditions matched
- Assignment Periods % — Percentage of assignment date range periods where the resource is within capacity
- All Periods % — Percentage of all displayed periods where total forecast is within capacity
Expanded Details
When expanded, the details panel shows:
Chart Periods Within Capacity:
- Assignment (X of Y): XX% — How many assignment periods the resource is under their max target
- All Periods (X of Y): XX% — How many total displayed periods the resource is under their max target
Hours / Utilization (All Periods):
| Metric | Description |
|---|---|
| Capacity | Total available hours across all displayed periods |
| Forecast | Total forecasted hours (sum of all assignments) |
| — This Assignment | Hours allocated to the current assignment (indented, shown when applicable) |
| — Other Assignments | Hours allocated to all other assignments (indented) |
| Actual | Actual hours recorded (when Include Actuals is enabled) |
| Forecast Utilization | Forecast hours as a percentage of capacity |
| Actual Utilization | Actual hours as a percentage of capacity (when actuals are present) |
Criteria Match
The Criteria column provides a visual summary of how well each resource matches your search conditions.
Collapsed view: A horizontal bar of colored segments — brand-colored for matched criteria, gray for unmatched.
Expanded view: A vertical list showing each condition with a check (✓) or X (✗) icon and the condition description (e.g., “Title equals Manager”). Matched conditions display a brand-colored check icon; unmatched conditions display a gray X icon. The header shows the overall criteria match percentage.
A resource matching any of the entered conditions will appear in the results. The Criteria Match % reflects the proportion of conditions met.
Note: The specific brand colors used for match indicators may vary based on your Salesforce org’s theme.
Resource Availability Charts
Each resource row includes a stacked bar chart showing forecast utilization over the selected time range. Charts are compact when collapsed (60px height) and expand to full size (250px) with axis labels when the resource details are expanded.
Chart Data Series
The chart displays four data series, stacked to show total utilization:
| Series | Appearance | Description |
|---|---|---|
| Max Target / Capacity (7) | Red dashed line | The resource’s maximum target hours per period |
| This Assignment (5) | Brand blue bar | Hours forecasted for the current assignment |
| Other Assignments (6) | Light blue bar | Hours forecasted for all other assignments |
| Actual (8) | Dark bar (left of forecast) | Actual hours recorded (when enabled) |
Chart colors are derived from your Salesforce org’s brand theme, ensuring visual consistency with your environment.
Other Chart Features
Click any chart area bar to highlight that date column (1) across all resource charts. A semi-transparent overlay marks the selected period.
A vertical gray line (2) marks today’s date on the chart, helping you orient the forecast timeline.
Hover over any chart area to see a detailed tooltip (3) showing Capacity, Forecast breakdown (This Assignment, Other Assignments), Actual hours, and Utilization percentages for that period. To refresh availability data for an individual resource chart, click the refresh icon (4) in the top-right corner of the chart.
Refresh All Availability Chart Data
To refresh the availability data for all listed Resources, click the actions menu in the top-right corner, then click Refresh. This re-fetches forecast data for all resources using the current date range, updating the charts and utilization metrics.
Date Navigation
The Find Resources component uses date navigation controls which allow the user to choose a time range, change the level of detail (day, week, month), and anchor the view on key dates from the parent record.
In Find Resources, clicking a chart bar selects that date as the focused date when switching between views or time ranges.
For example, if a bar in May is selected and you switch to Day view, the chart shifts to show the days of May. Similarly, if you have a bar selected in June within the 2nd Quarter and switch to Next 3 Months, the view starts at June and shows the following three months.
When the component opens from an assignment record, the time range auto-selects to best fit the assignment’s start and end dates.
For details on date navigation, see the Date Navigation Controls support post.
Assigning a Resource
Once you’ve identified the right resource:
- Click the + (Assign) button on the resource row.
- The component assigns the resource to the current assignment and saves any modified criteria.
- A success message confirms: “Resource has been successfully assigned.”
- The component closes and the record page refreshes to reflect the change.
To return to the criteria builder and adjust your search, click Modify Criteria in the footer.
Add the Find Resource component to your pages and flows
Adding to a Lightning Page
To add the Find Resources component to lightning page, for example, the Resource Assignment record page:
- Navigate to Setup → User Interface → Lightning App Builder.
- Open or create a Lightning Record Page for the Resource Assignment object.
- In the Components panel, search for “Find Resource”.
- Drag the component onto the page layout.
- In the properties panel on the right, configure the Default View By setting (Day, Week, or Month).
- Click Save, then Activate the page.
| Name | Description | Available Values | Default |
|---|---|---|---|
| Default View By | Sets the initial time period granularity for the availability charts. Configured on the Lightning Page or Flow Screen. | Day, Week, Month | Week |
| Find Resource Criteria Match Limit | Maximum number of resources displayed in search results. Configured in the RHA Settings custom setting. | Any positive integer | 200 |
| Find Resource Availability Limit | Maximum number of resources for which availability data is automatically retrieved. Resources beyond this limit can load availability on demand. Configured in the RHA Settings custom setting. | Any positive integer | 50 |
| Include Actuals | When enabled, displays actual hours in charts and utilization calculations. Configured as a component property. | True, False | False |
Flow Screen
- In Flow Builder, add or edit a Screen element.
- In the component palette, search for “Find Resource”.
- Drag the component onto the screen canvas.
- Configure the input properties, details below.
- Map the output property selectedresource to a Flow variable to capture the assigned resource ID.
- The component automatically advances to the next Flow screen when a resource is assigned.
| Name | Description | Available Values | Default |
|---|---|---|---|
| Default View By | Sets the initial time period granularity for the availability charts. Configured on the Lightning Page or Flow Screen. | Day, Week, Month | Week |
| Assignment Id | The Resource Assignment record ID (optional; enables assignment context features) | And valid Resource Assignment record id | |
| Assignment Requirements | Used to pre-populated search criteria | A collection of Assignment Requirement records |
