The Field Service TimeSlot Designated Work Apex work rule type ensures that if a time
slot or shift is reserved for a specific type of work, only appointments of that type are
scheduled during that time period.
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.
This is a Field Service managed package feature.
When this rule is configured in a scheduling policy, if a slot or shift has defined criteria,
service appointments that don't meet the criteria of the designation aren’t scheduled during that
slot or shift.
You can reserve time slots and define shifts for specific types of appointments.
Create work rules from the Work Rules tab. To view or add work rule
fields open the Object Manager in Setup and select the
Work Rule custom object. Add work rules to a scheduling policy from
the Customize Scheduling Policies page in Guided Setup or from the
Scheduling Policy Work Rules related list on a scheduling policy.
Note This rule can be applied only if the scheduling policy includes either the Working
Territories work rule or the Match Territory work rule.
This rule applies to all resources and service appointments, regardless of the rule’s relevance
group.
Note If a service appointment doesn’t have a service territory defined, for that
service appointment to be assigned to a service resource, the service appointment must meet the
criteria defined in the time slot or shift in each of the service resource's assigned service
territories.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.