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            Create Appointment Bundle Aggregation Duration Downscales

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            Create Appointment Bundle Aggregation Duration Downscales

            Account for one-time tasks that are part of a bundle by downscaling the duration of the bundle member service appointments. You can create multiple aggregation duration downscales.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To create items: Customize Application
            1. If your service appointments have custom fields, make sure to give the fields read and edit access. See Appointment Bundling Limitations.
            2. Open an appointment bundle aggregation policy that has Aggregation Action defined as Set downscaled duration.
            3. In the Appointment Bundle Aggregation Policy, go to the Related tab.
            4. In the Appointment Bundle Aggregation Duration Downscales panel, click New.
            5. Give the policy a unique name.
            6. For From Bundle Member Number, enter the first bundle member’s number that the downscale applies to.
            7. For To Bundle Member Number, enter the last bundle member’s number that the downscale applies to. To always downscale to the last bundle member, leave this field empty.
            8. Enter the percentage of reduction.
            9. For Max Reduction, enter the maximum reduction for a bundle member service appointment, in minutes.
            10. Save your changes.
            Example
            Example

            A printer maintenance company must fix multiple printers in the same office building. For the first service appointment, the mobile worker needs time for parking, passing the building’s security clearance, organizing the tools, and then fixing the printer. But when the mobile worker gets to the second service appointment, they can go straight to fixing the printer. In this scenario, to get a better estimate of the bundle’s duration, configure the downscaling to start from the second bundle member.

            Note
            Note If you define aggregation duration downscales where the service appointments overlap and include Max Reduction values, it can lead to inaccurate results. See Appointment Bundling Limitations.
             
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