Default Appointment Bundle Policy and Related Policies
If no policies exist, a default appointment bundle policy is created along with some of its related policies. Access Appointment Bundle Policy from the App Launcher. Access the remaining policies from the Related tab of the appointment bundle policy.
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. |
Default Appointment Bundle Policy
| Field | Default Value | Result |
|---|---|---|
| Priority | 1 | The default bundle policy is applied first. |
| Manual Bundling | True | This policy is available when the dispatcher manually bundles service appointments in the Classic Dispatch Console. |
| Automatic Bundling | True | This policy is available when automatic bundling is triggered. |
| Limit Amount of Bundle Members | 200 | You can include up to 200 bundle members in a bundle. This field is relevant only for automatic bundling, not for manual bundling. |
Default Appointment Bundle Sort Policy
| Field | Default Value | Result |
|---|---|---|
| Sort Field Name | Due Date | The bundle members are sorted according to their due date. |
| Sort Direction | Ascending | The bundle members are in an ascending order. |
| Sort Type | Sort Within a Bundle | The default sort policy defines the order of bundle members in the bundle. |
| Sort Order | 1 | The default sort policy is triggered first. |
Default Appointment Bundle Restriction Policy
| Field | Default Value | Result |
|---|---|---|
| Restriction Field Name | Street | You can bundle service appointments that are on the same street. |
| Allow Empty | False | You can’t bundle service appointments that have an empty restriction field with service appointments that have a value in the restriction field. |
| Restrict in Manual Mode | True | The default restriction policy applies to manual bundling. |
| Restrict in Automatic Mode | True | The default restriction policy applies to automatic bundling. |
| Restrict by Date Only | True | If Restriction Field Name is of type Date/Time, the bundle is restricted by the time of day and by the calendar date. |
Default Appointment Bundle Aggregation Policies
| Field in Bundle Service Appointment | Aggregation | Result |
|---|---|---|
| Address | Address of the first bundle member service appointment according to the sort policy. | The bundle service appointment’s address is pulled from the first bundle member service appointment. |
| Due Date | Earliest due date of all bundle member service appointments | The bundle service appointment’s due date is pulled from the earliest due date of the bundle member service appointments. |
| Duration | Sum of the duration of the bundle member service appointments | The bundle service appointment’s duration is equal to the sum of all bundle member service appointments’ duration. |
| Earliest Start Permitted | Latest start time of all bundle member service appointments | The bundle service appointment’s earliest start permitted is pulled from the latest start of the bundle member service appointments. |
| Pinned | False | When the bundle is created, the bundle service appointment isn’t pinned. |
| Service Territory | Copied from one of the bundle member service appointments | The bundle service appointment’s service territory field is pulled from one of the bundle member service appointments. |
| Skill Requirements (in Work Order) | Sum of the skills of the bundle member service appointments, without duplication | The bundle service appointment’s work order lists the skills of all bundle member service appointments. If the skills are updated in a bundle member service appointment after the bundle is created, the skills aren’t aggregated to the bundle service appointment. Update the bundle service appointment’s skills manually. |
Note The default configuration of the Service Territory and Address fields don’t appear in the
list of default aggregation policies.
Did this article solve your issue?
Let us know so we can improve!
