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Hello all,

 

I am trying to activate the new appointment bundling option introduced in Spring '22. However when I try to bundle some appointments, I always get an error "We couldn't bundle the service appointments". I believe it is due to the fact that I cannot select a bundle policy as shown in the Salesforce Help screenshots, the field is simply not visible in the lightbox for me. 

Did anybody get this working and and might know what I am missing? I applied all FSL permission sets to my user. I also created an appointment policy and config. 

enabling service appointment bundling

 

#Salesforce Field Service #Service Appointments #Service Cloud

5 réponses
  1. 9 févr. 2022, 17:06

    @Tom Bassett So it is working now; I see the bundle policy field now in the GANTT. I did not do anything nor did Salesforce yet react to my support case. Seems they identified the issue on their own and implemented a fix

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