The Excluded Resources work rule type prevents service resources, listed as an Excluded
service resource preference on a work order or work order line item, from being assigned to the
corresponding appointment when the scheduling policy in use includes this work rule. If you're
using Enhanced Scheduling and Optimization, the Excluded Resources work rule is a Field Service
database work rule type. If you're not using Enhanced Scheduling and Optimization, this is an
Apex work rule type.
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.
Sometimes, customers have a poor experience with a service resource and request not to work
with them in the future. Use this work rule type to enforce customer resource preferences, such
as those resulting from a complaint. Other work rules can exclude service resources based on
skills, availability, and proximity.
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.
