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Designing Field Service work rules v1.0.0
Use this resource to design the work rules of a Field Service scheduling policy
New
- 520 downloads
- 246 likes
- 104 saves
Free
Install with the CLI
In a terminal, from the folder you want:
npx --yes palatekit@latest install field-service-work-rulesWith no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.
First time: connect the CLI with
npx --yes palatekit@latest loginThe agent asks questions one at a time to configure the sixteen work rule types, then produces the rule block. Rules are hard filters that reject ineligible resources. It creates no records and then moves on to the objectives design.
Mostly picked by
Updated November 2, 2026
Previews
Details
- Install guides
- Generates with
- Your agent's model
- Licence
- Apache-2.0
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What you get
- SKILL.md : the sixteen rule types and their configuration
- SKILL.md : relevance groups, canonical example and output block
Good fit for
- Some resources must not receive certain appointments
- You must limit slots by skill or by area
Not for
Tags
- field service
- work rules
- scheduling
- salesforce
About
You say
“Define the work rules: only gas-certified technicians may service customers in the North area.”
Skill published by forcedotcom under the Apache-2.0 license, delivered in its original version.
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How to use it
- Install the skill in your agent's skills folder
- Ask your agent to design the work rules of a Field Service scheduling policy
- Review and adjust the result
Content preview
Files
- LICENSE11.4 KB
- NOTICE-PALATEKIT.md0.5 KB
- SKILL.md27.1 KB
Origin and licence
Listed unmodified
- Author
- forcedotcom
- Source
- github.com/forcedotcom/sf-skills/tree/985407c7f7896030759d3310fe47d652265916b3/skills/field-service-work-rule-designer-configure
- Licence
- Apache-2.0
Notice
« field-service-work-rule-designer-configure » (forcedotcom, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.
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