domains / families / software-engineering / field-service-work-rule-designer-configure

field-service-work-rule-designer-configure

separate

Designs the work rules for a Salesforce Field Service scheduling policy — the hard filters that determine which resources and time slots are eligible for an appointment. Step 2 of the three-part scheduling policy design flow; receives the policy block from sfs-scheduling-policy-designer and delegates to sfs-service-objective-designer when complete. Use this skill when a user wants to design or configure the work rules (hard eligibility filters) for a Field Service scheduling policy.

When to use

• design work rules
• configure work rules
• hard eligibility filters
• scheduling policy work rules
• resource eligibility filters

When not to use

• create Salesforce records
• design service objectives
• record creation

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