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Salesforce AP-209 Exam - Topic 5 Question 9 Discussion

A customer doesn't want contractors to be considered in optimization runs.How can a consultant implement this requirement?
D) Create 'Match Boolean' Work Rule and include it in the Scheduling Policy
A) Create 'Count Rule' Work Rule and include it in the Scheduling Policy
B) Create 'Match Field' Work Rule and include it in the Scheduling Policy
C) Create 'Extended Match' Work Rule and include it in the Scheduling Policy

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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Florencia
27 days ago
Definitely agree with A!
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Paris
1 month ago
I think option A is the best choice.
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Samira
2 months 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
2 months 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
2 months 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
2 months 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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