Schedule Smarter Service Appointments with Extended Match Work Rules

Set up extended match work rules to find the perfect service resource for every job. For example, perhaps your mobile workers support specific ZIP codes. Use an extended match work rule to assign them appointments within their area.

Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with the Field Service Lightning managed package installed.

Who: To add a custom Lightning component to a record page in Lightning Experience, you must have My Domain set up.

How: For example, create a ZIP Code lookup field on the Service Appointment object. Then create a ZIP Code Coverage linking object, add the ZIP Code field, and attach it to the Service Resource object as a related list. Use the Extended Match Rule Lightning component to create a work rule.Create an Extended Match work rule.