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Understanding Salesforce Service Appointments With Multiple Assigned Resources in Field Service Gantt

Date de publication: Jun 1, 2026
Description

In Salesforce Field Service (FSL), a Service Appointment can be assigned to multiple Service Resources (for example, a primary technician and an assistant). However, the Field Service Dispatcher Console (Gantt) and the dispatching behavior have specific limitations when multiple Assigned Resources are present on a single Service Appointment. This article explains how the second (and subsequent) Assigned Resources are handled differently from the first Assigned Resource.

Résolution

Field Service Gantt Limitations & Considerations for Service Appointments

The following are the key limitations and behaviors to be aware of when a Service Appointment has more than one Assigned Resource in Field Service:

  • The Gantt displays only Service Appointments for the first Service Resources assigned to it.
  • Only the first Assigned Resource is @mentioned when the Service Appointment's Status is set to Dispatched.
  • The Dispatcher Console considers only the first Assigned Resource, so it may be possible to assign the Second Resource an overlapping Service Appointment.
  • The Optimization engine considers only the first Assigned Resource when running scheduling optimization. Additional resources on the same appointment will not be rescheduled or accounted for by the Optimization service.

 

To avoid scheduling conflicts for secondary resources, consider creating separate Service Appointments for each resource and linking them to the same parent Work Order."

Numéro d’article de la base de connaissances

000383197

 
Chargement
Salesforce Help | Article