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Auto-Dispatch Service Resources
Set up scheduled jobs that dispatch your resources auto-magically in Field Service.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To set up a job for dispatching: | One of these custom permission sets:
|
This is a Field Service managed package feature.
- From the App Launcher, find and open the Field Service Admin app, and then click the Field Service Settings tab.
- Click Dispatch.
- Optionally, click Drip Feed and set up drip feed dispatching. Drip feed waits and dispatches another appointment after the current appointment is complete.
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Click Scheduled Jobs.
- Select the option to mention assigned resources when they’re dispatched for an appointment. This option isn't supported when dispatching a service appointment using an automated process user.
- Select the Chatter feed where the mention should appear.
- Edit the provided Auto Dispatch job, or create one.
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Select territories that the job should use in dispatching service resources to
appointments.
The job dispatches resources based on service territory memberships, not territories of service appointments. A job considers primary and relocation service territory memberships.
- Create a schedule when the job runs.
- Set filter criteria that selects which service appointments to consider.
- Set a job horizon; that is, the number of days in advance to dispatch.
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Enter a username that’s notified when the job runs.
Field Service replaces this username with the corresponding user’s email.
- Click Save.
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Optionally, select the job and click Run now.
When the job runs, it changes the status of the dispatched appointments from Scheduled to Dispatched. If you customize statuses for the service appointment lifecycle, the job changes status from the Service Appointment is tentatively scheduled setting to the status for the Service appointment is sent to its resource setting.
Note When one of these settings is enabled, an async sharing job can run after every status change on a service appointment: Field Service Settings | Sharing | Scheduled Jobs | Enable User Territories sharing, or Field Service Settings | Dispatch | Scheduled Jobs | Mention assigned user when the Service Appointment is dispatched.
Example Create a job that runs daily at 6AM and dispatches resources in Los Angeles for
appointments that are In Jeopardy. The job dispatches resources with a primary or relocation
service territory membership of Los Angeles for the selected In Jeopardy appointments.
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