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Designing the Field Service scheduling policy v1.0.0

Use this resource to design the policy-level settings of a Field Service scheduling policy

New

  • 567 downloads
  • 227 likes
  • 160 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install scheduling-policy-settings-design

With 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 login

The agent collects the four policy-level settings: name, optimization mode (in-day or global), commit mode and description. When complete, it hands the work rule design to the next skill. You get the policy settings, ready for the next steps.

Mostly picked by

Updated November 2, 2026

Card for the “Designing the Field Service scheduling policy” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md : interview on policy settings and design phases
  • SKILL.md : handoff to work rules, objectives and build specification

Good fit for

  • You are setting up a first scheduling policy
  • You want to choose between in-day and global optimization

Not for

    Tags

    • field service
    • scheduling
    • policy
    • salesforce

    About

    You say

    “Create an in-day optimization scheduling policy with automatic commit.”

    Card for the “Designing the Field Service scheduling policy” skill

    Skill published by forcedotcom under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to design the policy-level settings of a Field Service scheduling policy
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.4 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md112.5 KB

    Origin and licence

    Listed unmodified

    Author
    forcedotcom
    Source
    github.com/forcedotcom/sf-skills/tree/985407c7f7896030759d3310fe47d652265916b3/skills/field-service-scheduling-policy-designer-query
    Licence
    Apache-2.0

    Notice

    « field-service-scheduling-policy-designer-query » (forcedotcom, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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