Loading
Prepare for Email to Become the Default Login ExperienceRead More
The online Trailblazer Community becomes read-only Oct 30, 2026Read More
Important Advisory: iOS Update Impacting CG Mobile ApplicationRead More
Workforce Scheduling for Agentforce Public Sector
Workforce Scheduling Service Objective: Preferred Resource

You are here:

  1. Salesforce Help
  2. Docs
  3. Workforce Scheduling

Workforce Scheduling Service Objective: Preferred Resource

Use the Workforce Scheduling Preferred Resource objective to prefer scheduling service appointments to service resources indicated as preferred for the respective accounts, assets, locations, work orders, and work order line items. Customers can prefer certain resources to be assigned to their appointment over others for various reasons, such as a service resource’s familiarity with the location or a previous great customer experience with a specific individual. This objective is relevant for field scheduling only.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions

The preferred resource objective allows you to control how important it is to schedule an appointment with a resource listed on the account, asset, location, work order, or work order line item as a resource preference of type Preferred. An appointment can be scheduled with a preferred resource or not, so no scale is involved with scoring the schedule like other objectives.

Note
Note More than one service resource can be listed as a preferred resource. In this case, all listed preferred resources are considered equal in terms of scheduling preference.

A penalty is allotted to every appointment assigned to a resource who isn’t on the preferred resource list. If an appointment is assigned to a resource on the preferred resource list, no penalty is applied.

See Also

 
Loading
Salesforce Help | Article