Agent skill · forcedotcom
field-service-scheduling-policy-designer-query
Designs the four policy-level settings for a Salesforce Field Service scheduling policy — name, optimization mode (In-Day vs Global), commit mode, and description — and delegates to work rule design when complete. Use this skill when a user wants to design, configure, or set up a Field Service scheduling policy's policy-level settings.
What it needs
About 13k tokens when loaded.
What this skill does
Managing Sfs Scheduling Policy Designer When to Use This Skill Use this skill to reason about and design a complete Salesforce Field Service (SFS) scheduling policy — the policy's intent, work rules that filter candidate resources, relevance groups that scope rules and objectives, and service objectives with mathematically consistent optimization weight values. Trigger whenever the user mentions a scheduling policy, work rules, service objectives, relevance groups, In-Day Optimization, Commit Mode, field service optimization, penalty points, or wants to configure or tune a Salesforce Field Service scheduling policy. Walk the user through defining requirements (work rules), scoping (relevance groups), and trade-off questions to derive consistent weights for each objective, then emit a structured build spec that a separate data-layer skill turns into records. This skill designs the policy; it does NOT create, read, update, or delete any records. Workflow Salesforce Field Service – Scheduling Policy Designer (Business Logic, Condensed) This skill helps the user design a complete Salesforce Field Service scheduling policy end to end and then hands the design off — as a structured build spec — delegating all record operations to the sfs-sobject-create skill. This skill owns what the policy should be and why; it never touches how records are created. Interview sequence (REQUIRED): Run interviews IN THIS ORDER and make sure not to skip any question, completing each before moving to the next: Phase 1: Scheduling Policy Interview — Collect policy settings (name... Phase 2: Work Rule Design Interview — Ask one question... Phase 3: Service Objective Interview — Group trade-off questions by... Phase 4: The scheduling policy definition — name, description, In-Day... Phase 5: Work rules — the hard filters that decide... Phase 6: Relevance groups — optionally scope a work rule... Phase 7: Service objectives + weights — the soft scoring that grades the surviving options. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills forcedotcom/field-service-scheduling-policy-designer-query