domains / families / software-engineering / field-service-scheduling-policy-designer-query

field-service-scheduling-policy-designer-query

separate

Designs the four policy-level settings for a Salesforce Field Service scheduling policy — name, optimization mode (In-Day vs Global), commit mode, and description — and delegates to work rule design when complete. Use this skill when a user wants to design, configure, or set up a Field Service scheduling policy's policy-level settings.

When to use

• Use this skill to reason about and design a complete Salesforce Field Service (SFS) scheduling policy — the policy's intent, work rules that filter candidate resources, relevance groups that scope rules and objectives, and service objectiv…

When not to use

• creating records
• reading records
• updating records
• deleting records
• deploying the policy
• using the abbreviation FSL

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