Articles tagged “field-service”
- AppointmentAssignmentPolicy Metadata Guide
Configure and deploy AppointmentAssignmentPolicy metadata in Salesforce DX to govern Salesforce Scheduler resource utilization and load balancing.
- BriefcaseDefinition Metadata Type in SFDX
Configure and deploy Salesforce Briefcase Builder rules using BriefcaseDefinition metadata to prime offline mobile records for Field Service and LWC apps.
- FieldServiceSettings in Salesforce Metadata API
Configure FieldServiceSettings metadata in Salesforce to manage Work Orders, dispatch scheduling policies, and mobile workforce optimization rules.
- SchedulingObjective Metadata in SFDX
Master SchedulingObjective metadata in SFDX to configure Field Service and Salesforce Scheduler optimization goals, scoring policies, and travel models.
- SchedulingRule Metadata in SFDX
Configure SchedulingRule metadata in SFDX to enforce Field Service and Scheduler hard constraints, skill matching, and operating hours compliance.
- Skill Metadata Type for Omni-Channel & Field Service
Define agent and technician capabilities using the Skill metadata type. Learn skills-based routing, skillType grouping, and SOQL queries for SkillRequirement.
- TimeSheetTemplate Metadata Type in SFDX
Configure and deploy TimeSheetTemplate metadata in Salesforce Field Service to automate worker time tracking schedules, frequencies, and work week bounds.