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:

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.

Inclusion list for a location or 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.

Exclusion list for a location or account

Resources that are marked “blacklisted” in Salesforce will be excluded from being allocated to jobs for that location or account.

Create a new location resource score

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.

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:

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.