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            Set Up Rule Violation Analytics for Field Service (Beta)

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            Set Up Rule Violation Analytics for Field Service (Beta)

            Enable Rule Violation Analytics and learn about its limitations and considerations.

            Required Editions

            Available in: Lightning Experience
            The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To enable Rule Violation Analytics: Field Service and Data 360 are enabled

            Package icon This is a Field Service managed package feature.

            Before you enable Rule Violation Analytics, make sure that you meet these requirements.

            • Field Service is enabled.
            • All Enhanced Scheduling and Optimization requirements are met.
            • Enhanced Scheduling and Optimization is enabled.
            • Data 360 is enabled.
            • Data Cloud Home Org for Field Service is enabled.
            1. For this beta feature, you must enable beta connectors to unify your data within Data 360.
              1. From Setup, in the Quick Find box, enter Data Cloud, and then select Feature Manager.
              2. Under Available Features, find Connectors (Beta) and click Enable.
            2. Enable data ingestion from Enhanced Scheduling and Optimization.
              1. From Setup, in the Quick Find box, enter Salesforce Go, and then search for Data Cloud Home Org for Field Service.
              2. In the Complete the Basic Steps section, turn on Ingest Data from Enhanced Scheduling & Optimization.

            Rule Violation Analytics Limitations and Considerations

            Review the limitations and considerations of Rule Violation Analytics.

            • Rule Violation Analytics doesn’t support operations related to unscheduling, bulk scheduling, and complex work chains.
            • The data ingestion interval for rule violations into Data 360 is non-configurable and occurs approximately every hour.
            • Rule Violation Analytics data retention follows the standard Data 360 retention policies.
            • Rule Violation Analytics can be turned off after being enabled through Salesforce Go. However, once it’s turned off, you can't re-enable it.

            See Also

             
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