SECTIONSSetting up Auto-Staffing
Complete the following setup tasks before using auto-staffing.
| Step | Task | Further Information |
|---|---|---|
| 1 | In the Feature Console, enable the Configure the Delegated System User feature. This will enable the nominated user as the delegated system user in your org. | Configuring the Delegated System User |
| 2 |
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. |
| 3 | Assign the PSA - Auto-Staff Resource Requests permission set to the users that you want to enable auto-staffing for resource requests. | Permission Sets and Other Technical Documentation |
| 4 | [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 |
| 5 |
[Optional] To enable auto-staffing to run while using the schedule availability calculation:
|
Setting up Resource Availability to Account for Resource Schedules |
| 6 | Select the Enable Staffing Logs field in the Resource Requests Settings custom setting. | Resource Request Settings |
| 7 | Select the Use Utilization Engine field in the Utilization custom setting. | Utilization Settings |
| 8 | For the delegated system user, edit the Resource Search Service custom setting to define the priority order of fields, and field weightings, used to match resources. |
How Resources are Matched, and Held or Assigned in Auto-Staffing |
| 9 |
Add the Auto-Assign and Auto-Hold fields to page layouts that your org uses for the Resource Request object. Also add the Auto-Staffing App Log Message field to the page layouts if you want users to be able to view auto-staffing error messages directly on resource requests. |
For more information, see the Salesforce Help. |
| 10 | Add the Auto-Assign and Auto-Hold checkboxes 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.