Recordings of the Salesforce Field Service Office Hours for AMER, EMEA and APAC

Appointment Bundler Series, March 2022

This is a 3 part series on configuring and using the Appointment Bundler, GA in Spring '22 (236).

Appointment Bundler (Part 1/3) 3/10/22
- Introduction to bundler, core objects (besides Aggregation Policy), and use cases
- Demo on creating and scheduling a bundle

Appointment Bundler (Part 2/3) 3/17/22
- Aggregation Policy use cases and examples
- Real world use case discussion

Appointment Bundler (Part 3/3) 3/24/22
- Creating and Scheduling a Bundle
- Mobile Experience
- Automatic Bundling, and Optimization considerations
- Record Access and Sharing considerations

*NOTE* IMPORTANT! updates to session 3/3:
- Bundle SAs are considered optimizable/movable unless defined otherwise (bundle members are pinned and should be excluded)
- Appointment Bundler is GA in 236 (as stated) but requires a case to enable the feature