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field-service-scheduling-policy-designer-query

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Designs the four policy-level settings for a Salesforce Field Service scheduling policy — name, optimization mode (In-Day vs Global), commit mode, and description — and delegates to work rule design when complete. Use this skill when a user wants to design, configure, or set up a Field Service scheduling policy's policy-level settings.

skills/field-service-scheduling-policy-designer-query/SKILL.md

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Nov 10, 2026

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Nov 6, 2026
License
Apache-2.0

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# Managing Sfs Scheduling Policy Designer

## When to Use This Skill

Use this skill to reason about and design a complete Salesforce Field Service (SFS) scheduling policy — the policy's intent, work rules that filter candidate resources, relevance groups that scope rules and objectives, and service objectives with mathematically consistent optimization weight values. Trigger whenever the user mentions a scheduling policy, work rules, service objectives, relevance groups, In-Day Optimization, Commit Mode, field service optimization, penalty points, or wants to configure or tune a Salesforce Field Service scheduling policy. Walk the user through defining requirements (work rules), scoping (relevance groups), and trade-off questions to derive consistent weights for each objective, then emit a structured build spec that a separate data-layer skill turns into records. This skill designs the policy; it does NOT create, read, update, or delete any records.

## Workflow

# Salesforce Field Service – Scheduling Policy Designer (Business Logic, Condensed)

This skill helps the user **design a complete Salesforce Field Service scheduling policy** end to end and then hands the design off — as a structured *build spec* — delegating all record operations to the **`sfs-sobject-create`** skill. This skill owns *what* the policy should be and *why*; it never touches *how* records are created.

**Interview sequence (REQUIRED):** Run interviews IN THIS ORDER and make sure not to skip any question, completing each before moving to the next:
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