The Work Capacity Apex work rule type sets limits for the work capacity of service resources in a given service territory according to specified criteria. This work rule is available only when you’re using Enhanced Scheduling and Optimization.
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. |
This is a Field Service managed package feature.
This rule enables adding capacity limits to scheduling policies. If you add a Work Capacity work rule to your scheduling policy, the Work Capacity Limit records defined for the service territories are considered. These records allow you to set limits on the amount of specific types of work that you can book within a territory. For example, you can limit installation work to 80% of the total capacity of the service territory. Total capacity refers to the combined working hours availability for all service resources in that territory for a given time frame.
Create work rules from the Work Rules tab. To view or add work rule fields open the Object Manager in Setup and select the Work Rule custom object. Add work rules to a scheduling policy from the Customize Scheduling Policies page in Guided Setup or from the Scheduling Policy Work Rules related list on a scheduling policy.
Check Work Capacity Rule Violations
You can see notifications for Work Capacity rule violations for all service appointments in a service territory in the Notification Center. The violations for individual service appointments aren’t shown on the Gantt.
