--- schema_version: "1" id: e94e19d3ed7cca4d918e90060e6f919af0b1bc0318e0ec5ee20652b7aac51516 title: "Work Rule Type: Required Resources" collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/pfs_optimization_theory_work_rules_required_resources.md canonical_url: https://help.salesforce.com/s/articleView?id=service.pfs_optimization_theory_work_rules_required_resources.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 9d34cda245d2a2409f15864ba2fcfe8bb38d25f8bcba77c297f9077e0ba444fe description: 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. products: - Field Service release: "264" --- # Work Rule Type: Required Resources 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.
![Package icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_package.png) _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. #### See Also - [Add Service Resource Preferences in Field Service](https://help.salesforce.com/s/articleView?id=service.fs_resource_preferences.htm&release=264.0.0&type=5 "Designate certain service resources as preferred, required, or excluded on accounts, assets, locations, work orders, and work order line items. Ensure great customer service by matching the best worker to the job.") - [Create and Manage Field Service Work Rules](https://help.salesforce.com/s/articleView?id=service.pfs_optimization_theory_work_rules.htm&release=264.0.0&type=5 "Work rules refine the list of candidates for a service appointment by rejecting service resources that violate any rule. Add work rules to any Field Service scheduling policy to guide schedule optimization.")