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.