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Salesforce AP-209 Exam - Topic 5 Question 9 Discussion
Topic #: 5
A customer doesn't want contractors to be considered in optimization runs.
How can a consultant implement this requirement?
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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