You can create filters to bundle only the appointments that meet the criteria that you set. Creating recordset filter criteria is optional, but if you want to use them in the bundle policies, you must create them first.
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 recordset filter criteria: | Customize Application |
- Create recordset filter criteria for the bundle policies.
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For Source Object, select if the recordset filter criteria is intended for the:
Appointment Bundle Aggregation Policy Determines on which group of service appointments the aggregation applies. Appointment Bundle Config Determines in which criteria a bundle is automatically unbundled. Appointment Bundle Policy Determines which service appointments can be bundled using this policy. - For Filtered Object, select Service Appointment.
- Select Active.
Considerations:
- Inactive recordset filter criteria aren’t supported. See Appointment Bundling Limitations.
- All service appointment fields used in recordset filter criteria must be enabled in the Field Service Integration permission set.