Native Planner Config Assistant (Grok bot)

How to get started

Import or open the Config Assistant. Open Config Assistant https://x.ai/bot/zc70bed6gs504BKOCQQge
Optional: share an org schema after hello. Paste a short Fields & Relationships CSV, paste sf sobject describe --json output, or skip. See How to share your Salesforce schema anytime (not only at this step).
Answer the guided plain-English questionnaire. Cover use case, placement, view type, tile and row objects, dates, colors, filters, and create/save behavior. Practice patterns include Home Event + Task by User, Work Orders (WO + WOLI), Case Activities, WO → SA → AssignedResource, Field Service Resource Dispatch (confirm FSL first), and junction patterns.
Receive the Key|Value pack. The assistant reads your answers back, then drafts a pack you can paste into App Builder property fields.
Apply the pack. Use the free Planner Autofill Chrome extension, or paste values by hand in Lightning App Builder.

How to share your Salesforce schema

The Config Assistant can use a short schema so field API names and relationships stay accurate. You can share it at the optional step after hello, or ask the assistant again anytime you need the steps.

There is no whole-org one-click Schema Builder export in Setup. Share one object (or a few) at a time for the objects in your planner.

Option A - Object Manager CSV

In Salesforce Setup, open Object Manager.
Open the object you will use on the planner (for example Event, Task, WorkOrder, or WorkOrderLineItem).
Open Fields & Relationships.
Export or copy a short CSV of the fields you need (include label, API name, and type when you can).
Paste that CSV into the Config Assistant when it asks for schema, or when you ask how to share schema.

Option B - Salesforce CLI JSON

From a machine with Salesforce CLI authenticated to your org:

sf sobject describe --sobject YourObjectApiName --json

Paste the JSON into the Config Assistant. Repeat for each object you need (parent/row and child/tile).

Option C - Skip

Skip schema and name fields in plain English as you answer the questionnaire. The pack still works; you may need a quick check of API names in App Builder afterward.

Planner Autofill

Planner Autofill is a free Chrome extension for Native Planner configs in Lightning App Builder. It fills properties from a Key|Value pack. It also backs up, restores, and copies existing configs so you do not retype them.

Install Planner Autofill

Works with packs from the Config Assistant and with configs you already built.

Updates

Changelog for the Config Assistant (Grok bot). Native Planner package changes stay on the release notes page.

2026-10-28 - Practice patterns fold (QA-verified LIVE packs under Planner 6.40): Case Activities Extra Task now By PARENT Custom NO + WhatId (supersedes Extra By CHILD); Campaign Members live (Campaign → CampaignMember Custom YES + CampaignId; Titles Status, Contact.Name; FirstRespondedDate; Grid by status optional); Opportunity Products + SA live (Opportunity → OpportunityLineItem Custom NO + OpportunityId; Titles Quantity, UnitPrice, TotalPrice - no Product2.Name; Extra ServiceAppointment By PARENT Custom YES + ParentRecordId!Opportunity - confirm FSL first). Interview defaults for new packs stay Days|14 Weeks|15 Months|12 Years|2 LoadMore|10.
2026-10-28 - Practice patterns (earlier same day): Case Activities (then Extra By CHILD) and Work Order appointments (WorkOrder → ServiceAppointment Custom NO + ParentRecordId#Id → AssignedResource Extra CHILD Custom YES + ServiceAppointmentId#Id). Keep WO scheduler distinct from Field Service Resource Dispatch.
2026-10-27 - Confirm package objects first: do not assume the org has Field Service Lightning or other package objects before recommending those patterns.
2026-10-27 - Junction fold-in (bot training / how-to): hang-the-junction rule (child or extra child = junction; far-side via RelatedLookup.Field) plus four patterns - Field Service (ServiceResource + ResourceAbsence + AssignedResource), Opportunity + OpportunityLineItem → Product2.*, Contact + OpportunityContactRole → Opportunity.*, Campaign + CampaignMember with separate Contact.Name / Lead.Name (never ContactOrLeadId.Name).
2026-10-27 - Field Service practice pattern: ServiceResource parent, ResourceAbsence child, AssignedResource extra child (#73 PARENT, #78 ServiceResourceId) with Service Appointment fields through the AssignedResource lookup. Do not hang ServiceAppointment as a direct child of ServiceResource.
2026-10-27 - Packs now always include ComponentEndInDays|14 (line #22), with Weeks 15, Months 12, and Years 2. None of these are left blank.
2026-10 - Config Assistant public template live (x.ai/bot/zc70bed6gs504BKOCQQge). Optional org schema after hello, guided questionnaire, paste-ready Key|Value pack, Planner Autofill callout, practice patterns (Home Event + Task, WO + WOLI, Case Activities, WO → SA → AR, FSL Resource Dispatch, and junction boards), and an on-page How to share your Salesforce schema guide (Object Manager Fields & Relationships CSV, sf sobject describe --json, or skip).

Native Planner Config Assistant