Monday, September 16, 2019

Work Rules in Field Service Lightning (FSL)



Work rule is nothing but some filter criteria based on that list of Service Resource will be show for a Service Appointment. There can be multiple Work Rules for a single Scheduling Policy.

This “Work Rule” object is part of FSL managed package and it comes with multiple record types to create different type of Work Rule for your Scheduling Policy.

Below are list of Work Rule’s record types,


Now going one by one (Why to use, when to use, what is the limitation etc.).

(Click on the below links for details)
  1. Field Service - Excluded Resources
  2. Field Service - Match Boolean
  3. Field Service - Match Fields
  4. Field Service - Match Skills
  5. Field Service - Match Territory
  6. Field Service - Working Territories
  7. Field Service - Required Resources

Data Cloud Part 6: Practical (Ingest Physical Store's Customer details and Sales details)

Hope you have already created your Data Cloud Org and also downloaded the Customer's details and Sales details from previous posts.  Now...