Create a Scheduling Policy for Workforce Scheduling
A scheduling policy combines work rules and service objectives into a single
configuration that the scheduling engine uses to find the best service resources for an
appointment. Work rules filter which resources are eligible, and service objectives rank the
eligible resources based on your business priorities.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To create a scheduling policy:
Workforce Scheduling Manager
From Setup, click Salesforce Go.
Search for Scheduling Policies.
In the search results, under Features, select Scheduling Policies for
Unified Scheduling.
Click Go to Setup next to Create a Scheduling Policy.
Click New.
In the Policy section, enter the required information.
Name: A unique name for the scheduling policy.
Developer Name: An API name for the scheduling policy. Auto-populated based on the
name.
Description: A brief description of the policy's purpose.
Expand the Scheduling Rules section, and then move the rules you want from the
Available Scheduling Rules list to the Selected Scheduling Rules list.
Use the up and down arrows to set the order in which rules are evaluated.
Expand the Scheduling Objectives section, and then move the objectives you want from
the Available Scheduling Objectives list to the Selected Scheduling Objectives list.
Use the up and down arrows to set priority.
Click Save.
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