Select a Scheduling Policy When Booking Appointments
Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions with the Field Service Lightning managed package installed.
- Policy Picker In Appointment Booking
- Policy Picker In Get Candidates
Why: The Book Appointment and Candidates Chatter actions use the default scheduling policy defined in. However, sometimes you may need to apply a less restrictive scheduling policy. In this case, use the new Change Scheduling Policy field to try a different policy. This field also makes it easy to test out new scheduling policies.
How: To choose a scheduling policy from the Book Appointment or Candidate Chatter action, click Get Appointments or Get Candidates on the action. After the results load, select a different policy in the Change Scheduling Policy field to rerun the search.