Loading
Salesforce now sends email only from verified domains. Read More
Help Agent Performance DegradationRead More
Salesforce Field Service
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
            Add Your Scheduling Policy to a Flow

            You are here:

            1. Salesforce Help
            2. Docs
            3. Salesforce Field Service

            Add Your Scheduling Policy to a Flow

            Associate a custom scheduling policy with a scheduling flow so that Workforce Scheduling uses it when identifying available service resources, finding time slots, and creating appointment records.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions
            User Permissions Needed
            To add a scheduling policy to a flow: Workforce Scheduling Manager
            1. From Setup, click Salesforce Go.
            2. Search for Scheduling Policies.
            3. In the search results, select Scheduling Policies for Workforce Scheduling.
            4. Click Go to Flows next to Add Your Scheduling Policy to a Flow.
            5. Edit your Workforce Scheduling flow.
            6. In Flow Builder, on the Manager tab, edit the SchedulingPolicyName variable, and set its default value to the developer name of your custom scheduling policy.
            7. Save your changes.
             
            Loading
            Salesforce Help | Article