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Appointment Bundle Aggregation Policy Fields

Appointment Bundle Aggregation Policies have the following fields.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
Field Name Description
Additional Source Field Name of an additional source field that is connected to the initial source field in the bundle member from which the value is taken. Possible values: All default and custom Service Appointment fields.
Aggregate only when the bundle is created Indicates if you want to update the field in the bundle only when it’s created.
Aggregation Action The aggregation action to be performed. Possible values: All default and custom Service Appointment fields.
Aggregation Field Type

The target field type in the bundle to which the aggregation is directed.

Possible values are:

  • Boolean
  • Date
  • Numeric
  • Picklist
  • Picklist-Multi
  • Skills
  • String
Aggregation Order The order the aggregation is triggered.
Allow the same value to appear more than once Indicates if you want to allow the same string to appear more than once when using the 'Sum based on Bundle Members' action type.
Bundle Policy ID of the parent bundle policy.
Bundle’s Target Field Name of the target field in the bundle where the value is taken from the bundle member. Possible values: All default and custom Service Appointment fields.
Constant Date Value

Represents how the date value will be determined.

Possible values are:

  • End of Day
  • Now
  • Null
  • Start of Day
Constant Value The constant value that is used in the aggregation.
Downscale Sorting Direction

Applies only if the Set Downscaled Duration action is set. The downscaling sorting direction of the bundle member service appointments, according to their duration.

Possible values are:

  • Ascending
  • Descending
Maximum Bundle Duration The maximum bundle duration that can be accumulated from the bundle members (after downscaling).
Name The name of the appointment bundle aggregation policy.
Recordset Filter Criteria The active recordset filter criteria used for aggregating the bundle members.
Source Field Name of the source field in the bundle member from which the value is taken. Possible values: All default and custom Service Appointment fields.

See Also