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In order to start using Booker25, you first need to create a Resource Type hierarchy, followed by a Resource hierarchy.

The Resource Type hierarchy allows you to define an overall structure of your organisation, reflecting the type of resources you want to manage and how these are structured. For example: meeting rooms, which are located in a building, within a city, within a country.

You can then use the Resource hierarchy to represent what your physical organisation looks like: which meeting rooms are located in which cities, within which countries.

Configuration in Salesforce Classic

In order keep configuration simple, please perform the following steps in Salesforce Classic (Booker25 is Lightning-Ready, you may afterwards use the app in Salesforce Lightning as you please)

Step-by-step guide

 



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