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Salesforce AP-209 Exam - Topic 5 Question 9 Discussion

Actual exam question for Salesforce's AP-209 exam
Question #: 9
Topic #: 5
[All AP-209 Questions]

A customer doesn't want contractors to be considered in optimization runs.

How can a consultant implement this requirement?

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Suggested Answer: D

To exclude a specific subset of resources from being scheduled by the optimization engine, you use a Hard Constraint Work Rule.

Option D is correct. The Match Boolean Work Rule is designed to filter resources based on a checkbox (Boolean) field.

You would create a custom checkbox on the Service Resource object (e.g., Is_Contractor__c).

You configure the Match Boolean rule in the Scheduling Policy to enforce that Is_Contractor__c must be False.

When optimization runs, any resource where Is_Contractor__c = True fails the rule and is completely ignored/excluded from the schedule calculation.

Option A (Count Rule) limits volume, it doesn't exclude.

Options B and C (Match Field/Extended Match) match properties between the Job and the Resource (e.g., Skill or Location matching), which is not the same as a blanket exclusion of a resource type.


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Samira
6 hours ago
I’m pretty sure 'Match Boolean' was mentioned in relation to filtering out certain groups. Could it be option D? I need to double-check my notes.
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Millie
5 days ago
I feel like 'Extended Match' might be the right choice here, but I’m not confident. We did a case study on this, and I’m struggling to remember the details.
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Shaunna
11 days ago
I remember discussing 'Match Field' Work Rules in class, but I can’t recall if they were specifically for excluding contractors. Maybe option B?
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Gussie
16 days ago
I think we practiced something similar where we had to exclude certain roles from scheduling. I’m leaning towards option A, but I’m not entirely sure.
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