Manage Salesforce account and location resource scores
Overview
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:
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Work associated with a specified account.
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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.Inclusion list for a location or account
Resources that are marked “whitelisted” in Salesforce will be considered as the only available resources when allocating work to a resource, location, or account using the Optimize or Suggest engines, or using the work details page.
Exclusion list for a location or account
Resources that are marked “blacklisted” in Salesforce will be excluded from being allocated work for that location or account.
Create a new location resource score
To create a new location resource score in Salesforce, perform the following:
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Using Salesforce Lightning, locate and select “Locations” via the “App Launcher.”
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Select a location from the list (to view all available, ensure the list view is set to “All”).
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With the chosen location’s details open, check the box named “Requires Whitelist.”
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Click on the tab named “Related.”
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Scroll down to find “Location Resource Scores” and click “New.”
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Complete all required fields highlighted red, and check one of the approval options provided:
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Location.
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Resource.
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Whitelisted (i.e., “Include”) or Blacklisted (i.e., “Exclude”).
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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.
Viewing a location’s details in Salesforce CRM.
How to create a new location resource score using Salesforce CRM.
Viewing the data table for location inclusions, in Skedulo.
Also, see View inclusions and View exclusions.
Create a new account resource score
To create a new account resource score in Salesforce, perform the following:
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Using Salesforce Lightning, locate and select Resources via the App Launcher.
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Select a resource from the list (to view all available, ensure the list view is set to All).
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With the chosen resource’s details open, click on the tab named Related.
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Scroll down to find Account Resource Scores and click New.
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Complete all required fields highlighted red, and check one of the approval options provided:
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Account.
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Resource.
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Whitelisted (i.e., Include) or Blacklisted (i.e., Exclude).
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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.
Viewing a resource’s details in Salesforce CRM.
How to create a new account resource score using Salesforce CRM.
Viewing the data table for account inclusions, in Skedulo.
Note
All work must have an Account Name for account resource scores to work.Feedback
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