Configure Enhanced Optimization per Territory
Configure your Enhanced Optimization per Territory settings and assign user permissions.
Required Editions
| Available in: Available in Lightning Experience and Salesforce Classic in these editions where Field Service is enabled: Enterprise, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To enable Enhanced Optimization Per Territory: | Customize Application |
This is a Field Service managed package feature.
- From Setup, in the Quick Find box, enter Object Manager, and then select Object Manager. Next, click Service Territory, and then scroll to the Page Layouts section.
- Click Page Layouts, and then click SFS Service Territory Layout.
- Click Edit.
- Drag the Use enhanced scheduling and optimization field to the page layout, and then save your changes.
- From the App Launcher, find and open the Field Service Admin app, and then click the Service Territories tab.
- Click the service territory name for which you want to enable enhanced optimization.
- Select Use enhanced scheduling and optimization.
- When you’re using the Enhanced Scheduling and Optimization engine, the way a schedule is built can differ from how a schedule is built when you aren’t using this engine. To avoid misalignments in the schedule due to scheduling with different engines, pin the service appointments scheduled for the next day, and then unschedule all appointments from the following day onwards so that the Gantt is empty.
-
Run optimization using the enhanced optimization engine, or reschedule all service
appointments.
Note We recommend unscheduling and rescheduling the service appointments during off-hours to avoid the possibility of double-booking.
Did this article solve your issue?
Let us know so we can improve!
