Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Agentforce Field Service and Operations
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Unbundle a Field Service Appointment Bundle

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Field Service and Operations

            Unbundle a Field Service Appointment Bundle

            After bundling appointments together, you can unbundle the appointments so that each appointment can be scheduled separately.

            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 manage bundles: Field Service Dispatcher
            1. To go to the Field Service Classic Dispatch Console, click the Field Service tab.
            2. In the appointment list or on the Gantt, select one or more bundle service appointments.
            3. From the global actions, select Unbundle.
            Note
            Note

            When a bundle appointment is scheduled or dispatched to a service resource, you don't need to, and we don’t recommend that you unbundle the appointment for the service resource to see or update status details or other information for each bundle member appointment. Instead, the service resource can manage bundled service appointments on the Field Service Mobile App.

            When you unbundle a bundle, all bundle member service appointments become regular service appointments and can be scheduled individually.

            You can’t unbundle pinned bundles. To unbundle a pinned bundle, first unpin it.

            Results of Unbundling a Bundle

            When you unbundle a bundle, pay attention to the following behavior.

            • The bundle service appointment is deleted.
            • The bundle members appear as individual service appointments in the appointment list.
            • If the bundle is scheduled, the bundle members remain on the Gantt as individual service appointments.
            • If the bundle is scheduled and an appointment bundle sort policy of type Sort Within a Bundle is defined, the service appointments are scheduled according to the policy. If a policy of this type isn’t defined, the service appointments are scheduled according to their due date in ascending order.
            • If the bundle is scheduled, and an appointment bundle aggregation duration downscale policy is defined, each service appointment in the bundle gets its slot on the Gantt according to the following formula: (original bundle member duration ÷ original total duration of all the bundle members) × duration of the bundle after the downscale.

              For example:

              1. Three 60-minute service appointments were bundled.
              2. According to the appointment aggregation duration downscale policy used in the bundle policy chosen when you bundled the appointments, the duration of the bundle members from the second bundle member was reduced by 10% to 54 minutes each. We now have a bundle with a duration of 168 minutes. The downscaled duration is visible only in the bundle’s duration, not in the bundle members’ duration.
              3. The bundle was scheduled.
              4. The bundle was unbundled.
              5. The three service appointments remain on the Gantt at the scheduled time with 56 minutes each according to this calculation: (60÷180) × 168 = 56.
             
            Loading
            Salesforce Help | Article