SECTIONSSetting up Auto-Staffing
Complete the following setup tasks before using auto-staffing.
| Step | Task | Further Information |
|---|---|---|
| 1 | If a delegated system user is setup in your org, delete the configuration for that user. | Manage an Existing PlatformEventSubscriberConfig Setting or Delegated System User |
| 2 | Create a PlatformEventSubscriberConfig record. | Configure a New PlatformEventSubscriberConfig |
| 3 | Enable a user as the delegated system user. | Enable Platform User as Delegated System User |
| 4 |
Assign staffing permission controls and the relevant permissions to the delegated system user by adding the permissions to one of the following permission sets:
|
About Staffing Permission Controls Auto-Staffing Permissions for Delegated System Users For information on updating or creating permission sets, see the Salesforce Help. |
| 5 | Assign the PSA - Auto-Assign Resources to Resource Requests permission set to the users that you want to enable auto-staffing for resource requests. | Permission Sets and Other Technical Documentation |
| 6 | [Optional] Assign read permission for the Staffing Log object, its fields, and tab to users that you want to view staffing logs. These permissions are included in the PSA - Use Resource Request Staffer permission set. | Permission Sets and Other Technical Documentation |
| 7 | Select the Enable Staffing Logs field in the Resource Requests Settings custom setting. | Resource Request Settings |
| 8 | Select the Use Utilization Engine field in the Utilization custom setting. | Utilization Settings |
| 9 | Define the priority order of fields and the field weightings used to match resources using the Resource Search Service custom setting. | |
| 10 | Add the Auto-Assign field to any of the page layouts that your org uses for the Resource Request object. | For more information, see the Salesforce Help. |
| 11 | Add the Auto-Assign checkbox to the relevant field sets if you want users to enable auto-staffing when creating resource requests from projects or project tasks, or adding resource requests from templates. |
Best Practices
We recommend that you do not create any validation rules for the Processing Stage field values because this can cause the auto-staffing process to fail.