Scheduling Policies
Written ByApex Hours
A scheduling policy is a set of rules and objectives that guide 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. You can select a guiding scheduling policy whenever you optimize your team’s schedule.
Salesforce Scheduling Policies
Salesforce scheduling policies refer to the rules and guidelines that determine how appointments, tasks, and other events are scheduled within the Salesforce system. These policies help ensure that resources are allocated efficiently and that appointments are scheduled in a way that maximizes productivity and minimizes conflicts. Examples of scheduling policie might include rules around how far in advance appointments can be scheduled, how long appointments can be, and how many appointments can be scheduled in a given time period. Salesforce scheduling policie can be customized to meet the specific needs of an organization, and they can be adjusted over time as those needs change.
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