If an appointment bundle config doesn’t exist, a default one is created. Access Appointment Bundle Config from the App Launcher.
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 | Default Value | Result |
|---|---|---|
| Add to Bundle Statuses |
|
You can add service appointments in these statuses to a bundle. |
| Remove from Bundle Statuses |
|
You can remove service appointments in these statuses from a bundle. |
| Add travel time to bundle duration | False | Travel time between bundle member service appointments isn’t included in the bundle's duration. |
| Status on Removal from Bundle |
|
When a service appointment is removed from a bundle, it receives the None status. |
| Statuses not to Update on Unbundling |
|
The status of service appointments in these statuses isn’t updated when a bundle is unbundled. |
| Bundle Statuses to Propagate | All statuses are selected. | The status of bundle member service appointments is always overridden by the status of the bundle service appointment. |
| Bundle Member Statuses not to be Propagated |
|
The status of bundle member service appointments with these statuses isn’t overridden. |
| Criteria for Automatic Unbundling | Empty | Automatic unbundling doesn’t occur. |
| Delete empty bundles | True | If the bundle has no remaining bundle members, the bundle is deleted. |
| Empty Bundle Status | Empty | Bundles that weren’t deleted remain in the appointment list and keep their current status. |