---
schema_version: "1"
id: 618d29d66e7c387bf1703c3997c7eb8817394e0407ef24fbb8a97e3d4f06de39
title: Create or Edit a Scheduling Policy in Workforce Scheduling
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/wfs_policies_manage_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.wfs_policies_manage_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9351b1127a1d881d7cef90a30b6cbcc5b6b777fcac52589e4bcbdd94532a543d
description: You can customize the default policies or create your own.
products:
  - Public Sector
  - Service Cloud
release: "264"
---
# Create or Edit a Scheduling Policy in Workforce Scheduling

You can customize the default policies or create your own.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

1. From Setup, in the Quick Find box, enter Workforce Scheduling and select **Workforce Scheduling**.
2. Under **Scheduling and Optimization**, select **Appointment Scheduling Logic**, and then select **Scheduling Policies**.
3. To create a policy, click **New**. To edit an existing policy, click on it to open it, or select **Edit** next to the policy. To clone an existing policy, select **Clone** next to the policy.
4. Give your policy a name and description, and then click **Next**.
5. Select work rules from the available list. Work rules define the constraints and requirements that the scheduling engine must follow. The available list depends on whether you’ve enabled Workforce Scheduling for field, on-site, or both. For field scheduling, the Earliest Start Permitted and Due Date work rules (Match Time work rule types), are required in every policy.
6. If both field and on-site scheduling is enabled in your org, a policy can have shared rules that apply to both. For shared work rules, select the Scheduling Method as **Field**, **On-site**, or **Both**.
7. Click **Next**.
8. Select service objectives from the list. Service objectives define what the scheduling engine prioritizes when assigning work. The available list depends on whether you’ve enabled Workforce Scheduling for field, on-site, or both. The Scheduling Method shows whether the objective is for field or on-site.
9. Enter the Weight for each selected objective. Higher weight tells the engine to prioritize that objective more, which influences grading.
10. Save the policy.