The Required Resources work rule type ensures that a service appointment’s required
resource preferences are respected. If a work order or work order line item has a related
Resource Preference record of type Required for a particular service resource, a Required
Resources work rule ensures that the related service appointments are assigned to that service
resource. If you're using Enhanced Scheduling and Optimization, the Required 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.
You can also create Resource Preference records at the account level. However these preference
records are enforced only when listed on the work order or work order line item. When listing
these records on the account, a built-in trigger logic is used with standard actions such as Book
Appointment and Get Candidates. This logic automatically creates Resource Preference records
related to the work order or work order line item based on the resource preferences defined at
the account level.
If you’re creating a work order or work order line item from custom code or automation, and
you've populated the account on the work order or work order line item that has Resource
Preferences, those records aren't automatically recreated on the work order or work order line
item automatically.
Required Resources work rules are a useful way to preserve one-on-one customer-provider
relationships, such as home healthcare. These work rules are highly restrictive, because they
limit the pool of potential assigned resources to consider only those who are listed as required
in the Resource Preferences related list on the related work order or account.
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.
