Configure Scheduling Policy to Enforce Shifts
Use a scheduling policy to enforce one or more rules to find the best service
resources for appointments. Apply a scheduling policy to your scheduling process to ensure
that an appointment meets the criteria that the policy rules define. Create a scheduling
policy for the actual resources who have created working hours by using shifts. Ensure that the
resources are present only during appointment reassignment.
For more information, see Enfore Scheduling Policies in Salesforce Scheduler.
- From Setup, in the Quick Find box, enter Scheduling Policies, and then select Scheduling Policies.
- Click New.
-
Enter a name for your custom scheduling policy, and then select the Use
service territory member's shift rule.
This rule considers service territory members' shifts when determining the availability of service resources for appointments.
- Save your changes.