Agent skill · forcedotcom
field-service-work-rule-designer-configure
Designs the work rules for a Salesforce Field Service scheduling policy — the hard filters that determine which resources and time slots are eligible for an appointment. Step 2 of the three-part scheduling policy design flow; receives the policy block from sfs-scheduling-policy-designer and delegates to sfs-service-objective-designer when complete. Use this skill when a user wants to design or configure the work rules (hard eligibility filters) for a Field Service scheduling policy.
What it needs
About 12k tokens when loaded.
What this skill does
Salesforce Field Service – Work Rule Designer Designs the work rules for a scheduling policy. This skill collects the work rule configuration through a structured interview — one question at a time — and emits a workRules[] block as output. It does not create any Salesforce records. When complete, delegates to sfs-service-objective-designer. Interview phases: Scheduling Policy → Work Rules (this skill) → Service Objectives → Record Creation --- Work Rules Work rules are hard filters. They refine the candidate list for a service appointment by rejecting any service resource that violates a rule. They are always applied before service objectives, and objectives only ever score the resources that survive the rules. If a requirement is "must," it's a work rule; if it's "prefer," it's an objective. The 16 work rule types Each row: name — engine (DB/Apex) — what it does. "DB w/ ESO" means the rule runs at the database level only when Enhanced Scheduling and Optimization is enabled, and as Apex otherwise. Include at least one DB rule to narrow to ~20 candidates before Apex rules run. Work Rule Engine What it does --- --- --- Service Resource Availability Apex — MANDATORY Ensures a resource is actually available: respects operating hours, travel, breaks, absences, and existing assignments. Also enforces capacity for capacity-based resources. Configurable breaks, gaps, overtime, and travel-to/from-home. Match Time Rule Apex Constrains the scheduling window from an appointment's date/time fields. Ships with standard rules Earliest Start Permitted and Due Date (both mandatory), plus Scheduled Start / Scheduled End (arrival-window based). Match Skills Apex Matches an appointment's skill requirements to a resource's assigned skills; can enforce skill level. Skill Type Logic is All Skills Match (AND) (default) or At Least One Skill Matches (OR) (OR requires ESO). Match Fields DB w/ ESO Matches one appointment field to one resource field (1:1). …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills forcedotcom/field-service-work-rule-designer-configure