Manage Service Appointment Bundling as a Dispatcher

Service appointment bundling lets you group multiple service appointments that make sense to be performed together and to define them as one unit, called a bundle. For example, you can bundle several visits at the same customer location or utility meter readings—or package deliveries—at an apartment complex. By creating and scheduling a bundle, you can make sure the component appointments, called bundle members, are scheduled, rescheduled, and executed together as one unit.

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.

Learn how to manage bundles from the Classic Dispatch Console or how to Set Up Automatic Bundling.

Create a Field Service Bundle Manually
Create a bundle manually in the Field Service Classic Dispatch Console.
Schedule a Field Service Bundle
After you bundle service appointments, then schedule the bundle appointment to a service resource.
Add Members to a Field Service Bundle
After bundling appointments together, you can still add appointments as bundle members to a bundle from the Field Service Classic Dispatch Console.
View or Modify a Field Service Bundle
To view, remove, or modify appointments that are members of a bundle appointment, access the details of a bundle from the appointment list in the Field Service Classic Dispatch Console.
Unbundle a Field Service Appointment Bundle
After bundling appointments together, you can unbundle the appointments so that each appointment can be scheduled separately.

Manage Service Appointment Bundling as a Dispatcher

Required Editions

See Also