---
schema_version: "1"
id: fa7effaa9a57285baf9942320d6d90ec03f3b6f6c3a1789ac18b25bfbe2bec73
title: Default Appointment Bundle Policy and Related Policies
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_set_up_bundling_default_policies.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_set_up_bundling_default_policies.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 15de77f0995478ae3211c216e476db03ec8d54794564dcbebb378ba4b4b48da6
description: If no policies exist, a default appointment bundle policy is created along with some of its related policies. Access Appointment Bundle Policy from the App Launcher. Access the remaining policies from the Related tab of the appointment bundle policy.
products:
  - Field Service
release: "264"
---
# Default Appointment Bundle Policy and Related Policies

If no policies exist, a default appointment bundle policy is created along with some of its related policies. Access Appointment Bundle Policy from the App Launcher. Access the remaining policies from the Related tab of the appointment bundle policy.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Agentforce Field Service and Operations core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

## Default Appointment Bundle Policy

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d173208e77">Field</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d173208e80">Default Value</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d173208e83">Result</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e77 ">Priority</td>

            <td data-label="Default Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e80 ">1</td>

            <td data-label="Result" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e83 ">The default bundle policy is applied first.</td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e77 ">Manual Bundling</td>

            <td data-label="Default Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e80 ">True</td>

            <td data-label="Result" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e83 ">This policy is available when the dispatcher manually bundles service appointments in
              the Classic Dispatch Console.</td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e77 ">Automatic Bundling</td>

            <td data-label="Default Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e80 ">True</td>

            <td data-label="Result" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e83 ">This policy is available when automatic bundling is triggered.</td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e77 ">Limit Amount of Bundle Members</td>

            <td data-label="Default Value" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e80 ">200</td>

            <td data-label="Result" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e83 ">
              <p>You can include up to 200 bundle members in a bundle.</p>
              <p style="margin-bottom:0;">This field is relevant only
                for automatic bundling, not for manual bundling.</p>
            </td>

          </tr>
        </tbody>
      </table>

## Default Appointment Bundle Sort Policy

  
| Field | Default Value | Result |
| --- | --- | --- |
| Sort Field Name | Due Date | The bundle members are sorted according to their due date. |
| Sort Direction | Ascending | The bundle members are in an ascending order. |
| Sort Type | Sort Within a Bundle | The default sort policy defines the order of bundle members in the bundle. |
| Sort Order | 1 | The default sort policy is triggered first. |

## Default Appointment Bundle Restriction Policy

  
| Field | Default Value | Result |
| --- | --- | --- |
| Restriction Field Name | Street | You can bundle service appointments that are on the same street. |
| Allow Empty | False | You can’t bundle service appointments that have an empty restriction field with service appointments that have a value in the restriction field. |
| Restrict in Manual Mode | True | The default restriction policy applies to manual bundling. |
| Restrict in Automatic Mode | True | The default restriction policy applies to automatic bundling. |
| Restrict by Date Only | True | If Restriction Field Name is of type Date/Time, the bundle is restricted by the time of day and by the calendar date. |

## Default Appointment Bundle Aggregation Policies

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d173208e352">Field in Bundle Service Appointment</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d173208e355">Aggregation</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d173208e358">Result</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Field in Bundle Service Appointment" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e352 ">Address</td>

            <td data-label="Aggregation" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e355 ">Address of the first bundle member service appointment according to the sort
              policy.</td>

            <td data-label="Result" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e358 ">The bundle service appointment’s address is pulled from the first bundle member
              service appointment.</td>

          </tr>
          <tr class="">
            <td data-label="Field in Bundle Service Appointment" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e352 ">Due Date</td>

            <td data-label="Aggregation" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e355 ">Earliest due date of all bundle member service appointments</td>

            <td data-label="Result" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e358 ">The bundle service appointment’s due date is pulled from the earliest due date of the
              bundle member service appointments.</td>

          </tr>
          <tr class="">
            <td data-label="Field in Bundle Service Appointment" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e352 ">Duration</td>

            <td data-label="Aggregation" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e355 ">Sum of the duration of the bundle member service appointments</td>

            <td data-label="Result" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e358 ">The bundle service appointment’s duration is equal to the sum of all bundle member
              service appointments’ duration.</td>

          </tr>
          <tr class="">
            <td data-label="Field in Bundle Service Appointment" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e352 ">Earliest Start Permitted</td>

            <td data-label="Aggregation" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e355 ">Latest start time of all bundle member service appointments</td>

            <td data-label="Result" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e358 ">The bundle service appointment’s earliest start permitted is pulled from the latest
              start of the bundle member service appointments. </td>

          </tr>
          <tr class="">
            <td data-label="Field in Bundle Service Appointment" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e352 ">Pinned</td>

            <td data-label="Aggregation" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e355 ">False</td>

            <td data-label="Result" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e358 ">When the bundle is created, the bundle service appointment isn’t pinned. </td>

          </tr>
          <tr class="">
            <td data-label="Field in Bundle Service Appointment" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e352 ">Service Territory</td>

            <td data-label="Aggregation" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e355 ">Copied from one of the bundle member service appointments</td>

            <td data-label="Result" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e358 ">The bundle service appointment’s service territory field is pulled from one of the
              bundle member service appointments.</td>

          </tr>
          <tr class="">
            <td data-label="Field in Bundle Service Appointment" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e352 ">Skill Requirements (in Work Order)</td>

            <td data-label="Aggregation" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e355 ">Sum of the skills of the bundle member service appointments, without
              duplication</td>

            <td data-label="Result" class="slds-cell-wrap" style="vertical-align:top;" headers="d173208e358 ">
              <p>The bundle service appointment’s work order lists the skills of all bundle member
                service appointments.</p>
              <p style="margin-bottom:0;">If the skills are updated in a bundle member service appointment
                after the bundle is created, the skills aren’t aggregated to the bundle service
                appointment. Update the bundle service appointment’s skills manually.</p>
            </td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png)

Note The default configuration of the Service Territory and Address fields don’t appear in the list of default aggregation policies.