Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Agentforce Field Service and Operations
Table of Contents
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
          Work Rule Type: TimeSlot Designated Work

          Work Rule Type: TimeSlot Designated Work

          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.

          Package icon 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.

          Note
          Note Defining designated work on operating hours that represent your customer’s visiting hours isn’t supported. See Work Rule Type: Service Appointment Visiting Hours.

          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
          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
          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.
           
          Loading
          Salesforce Help | Article