Workforce Scheduling Service Objective: Resource Priority
Use the Workforce Scheduling Resource Priority objective to assign a priority value to
rank resources during scheduling. This priority value indicates which resources to prioritize for
scheduling over others. Prioritizing resources can be used in scenarios such as preferring to
schedule appointments to internal resources over contractor resources. This objective is relevant
for field scheduling only.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions
Use the Priority field or create a custom field on the Service Resource
object of numeric type to store the priority of the service resource. Then, configure the
Resource Priority Field picklist in the Resource
Priority objective. A lower numerical value for a service resource
priority represents a higher business priority, so the scheduling engine prefers scheduling that
resource over a resource with a higher numerical value.
Note
While you can use any scale of priority values we recommend you use a scale of 1 to 10,
without fractions.
Resources with a priority value of null are considered as the lowest priority grade and
least preferred.
Resources with a priority value of 0 are considered the best candidates.
Negative values are considered as null.
The scheduling request finds the maximum priority values for all service resources in the
request and uses that as the maximum value for the scale. All the priority values in the request
are graded along this scale. The graded value of the service resource’s priority represents the
penalty applied when that service resource is scheduled. The grade is multiplied by the weight
of the Resource Priority objective in the scheduling policy to determine
the resulting score of the schedule for an appointment.
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