Individual skill

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.

skills/field-service-work-rule-designer-configure/SKILL.md

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Last checked: Nov 10, 2026

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License: Apache-2.0

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# 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

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## 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