Salesforce Docs Portal

Create an Appointment Bundle Restriction Policy

Use an appointment bundle restriction policy to define restriction fields so that only service appointments with the same field values can be bundled together. Use the default policy, or create multiple restriction policies. For automatic bundling, you must have at least one restriction policy.

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.
User Permissions Needed
To create items: Customize Application
  1. If your service appointments have custom fields, make sure to give the fields read access. See Appointment Bundling Limitations.
    1. From Setup, in the Quick Find box, enter Users, and then select Permission Sets.
    2. Click Field Service Integration.
    3. Click Object Settings.
    4. Click Service Appointment.
    5. For each custom field, select Read Access.
  2. In the Appointment Bundle Policy, go to the Related tab.
  3. In the Appointment Bundle Restriction Policies panel, click New.
  4. Give the policy a unique name.
  5. For Restriction Field Name, select the bundle member service appointment field used to apply the restriction.
    Considerations:
    • Only service appointments with the same value can be bundled together.
    • The fields in the list are service appointment fields, not work order fields. The only exception is Skill Requirements, which is a work order field.
    • Unsupported lookup fields don’t appear in the list of fields for selection.
  6. To allow bundling service appointments that have an empty restriction field with service appointments that have a value in the restriction field, select Allow Empty.
  7. To apply this restriction with manual bundling, select Restrict in Manual Mode.
  8. If the Restriction Field Name is of type Date/Time, you can restrict the bundle based on the calendar date rather than the time of day by selecting Restrict by Date Only.
  9. To apply this restriction to automatic bundling, select Restrict in Automatic Mode.
  10. Save your changes.

See Also