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Workforce Scheduling for Agentforce Public Sector
Select the Default Scheduling Policy in Workforce Scheduling

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Select the Default Scheduling Policy in Workforce Scheduling

Set the org-wide default scheduling policy that Workforce Scheduling uses when scheduling appointments. When field, or both field and on-site scheduling is enabled, Cost Optimized is the default policy.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions
  1. From Setup, in the Quick Find box, enter Workforce Scheduling, and then select Workforce Scheduling.
  2. Under Scheduling and Optimization, select Appointment Scheduling Logic, and then select Scheduling Policies.
  3. Select the default policy for manual status changes made on a Service Appointment record page.
  4. Select the default policy used when scheduling a new appointment or changing a time slot from the scheduling flow or Appointment Booking API.
 
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