Salesforce provides organizations with a way to control their resource allocation at either the "Account" or "Location" level using "Resource Scores." A resource can be included or excluded from being allocated to:
A job associated with a specified account.
From a location (that can be associated with an account).
Note
If a resource is excluded at the account level, they will not be allowed at any location associated with that account.
Resources that are marked "whitelisted" in Salesforce will be considered as the only available resources when allocating a job to a location or account using the Optimize or Suggest engines. Whitelisted resources are not filtered in the job details view, allowing schedulers to manually allocate an optional resource if the whitelisted resource(s) are not available.
Resources that are marked "blacklisted" in Salesforce will be excluded from being allocated to jobs for that location or account.
To create a new location resource score in Salesforce, perform the following:
Using Salesforce Lightning, locate and select "Locations" via the "App Launcher."
Select a location from the list (to view all available, ensure the list view is set to "All").
With the chosen location's details open, check the box named "Requires Whitelist."
Click on the tab named "Related."
Scroll down to find "Location Resource Scores" and click "New."
-
Complete all required fields highlighted red, and check one of the approval options provided:
Location.
Resource.
Whitelisted (i.e., "Include") or Blacklisted (i.e., "Exclude").
Save the configuration.
Once in location inclusion (i.e., the location resource score) has been saved, it will be visible on Skedulo in the data table inclusions list.
Also, see
To create a new account resource score in Salesforce, perform the following:
Using Salesforce Lightning, locate and select "Resources" via the "App Launcher."
Select a resource from the list (to view all available, ensure the list view is set to "All").
With the chosen resource's details open, click on the tab named "Related."
Scroll down to find "Account Resource Scores" and click "New."
-
Complete all required fields highlighted red, and check one of the approval options provided:
Account.
Resource.
Whitelisted (i.e., "Include") or Blacklisted (i.e., "Exclude").
Save the configuration.
Once the account inclusion (i.e., the account resource score) has been saved, it will be visible on Skedulo in the data table inclusions list.
Note
All jobs must have an "Account Name" for account resource scores to work.
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