Set the org-wide default scheduling policy that Workforce Scheduling uses when
scheduling appointments. When field, or both field and on-site scheduling is enabled, Cost
Optimized is the default policy.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions |
-
From Setup, in the Quick Find box, enter Workforce Scheduling, and
then select Workforce Scheduling.
-
Under Scheduling and Optimization, select Appointment
Scheduling Logic, and then select Scheduling
Policies.
-
Select the default policy for manual status changes made on a Service Appointment record
page.
-
Select the default policy used when scheduling a new appointment or changing a time slot
from the scheduling flow or Appointment Booking API.
