Category Salesforce Field Service Lightning

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Scheduling Policies

Scheduling Policies

A scheduling policy is a set of rules and objectives that guides the schedule optimizer in its decisions. You can use scheduling policies to promote or de-emphasize factors like business priorities, travel time, and customer preferences. Whenever you optimize your…

Service Resources

Service Resources

Service resources are individual users or groups of users—known as service crews—who can perform field service work. Create service resources so you can assign service appointments to them. Recording Check complete Salesforce Field Service Lightning training here.