Universal Containers wants to ensure that Service Appointments are only assigned to Active Resources. Which configuration should a Consultant…

Match Boolean is an optimization criterion that prioritizes matching service appointments with resources based on boolean fields such as certifications or p

[139]. Using Match Boolean in

the Scheduling Policy would allow Universal Containers to ensure that Service Appointments are only

assigned to Active Resources by creating a boolean field on the service resource object such as Active

Resource and setting it to true or false depending on their status. Match Fields is an optimization

criterion that prioritizes matching service appointments with resources based on fields such as skills

or territories[140]. Preferred Resources is an optimization criterion that prioritizes assigning service

appointments to resources who have previously completed similar work orders or who are preferred

by customers[141]. Required Resources is an optimization criterion that prioritizes assigning service

appointments to resources who are explicitly required by customers or dispatchers[142]. Reference:

https://help.salesforce.com/s/articleView?id=sf.fs_scheduling_policies_optimization_criteria_match

_boolean.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.fs_scheduling_policies_optimization_criteria_match

_fields.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.fs_scheduling_policies_optimization_criteria_prefer

red_resources.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.fs_scheduling_policies_optimization_criteria_requir

ed_resources.htm&type=5