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Routing Strategies > Top down approach

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edited Dec 10, 2018 5:07AM in Field Service 1 comment

Summary

Routing Strategy among global bucket to Regional Buckets

Content

Our activities will be created from Sales Cloud. We have resource tree structure as explained in the thread: https://cloudcustomerconnect.oracle.com/posts/cb56127664. Please can you guide about best approach about assignment of newly created activities in Field Service? The assignment will be based on a 3digit Region Code. That is we have regional buckets and whenever an activity will be created we will create it in some Global Bucket and after that we will run a routing profile to assign activities to Regional buckets. So when a regional manager will login he will see all the activities for his region which he will manually assign to his team. We are not having routing profiles for resources. Just regional buckets should get

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