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            Turn On Field Service Gantt Live Updates

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            Turn On Field Service Gantt Live Updates

            Choose how to trigger Gantt live updates so that dispatchers don’t have to rely on timed updates. To get enhanced live update capabilities, choose to work with Enhanced Live Updates.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.

            Package icon This is a Field Service managed package feature.

            Get Improved Real-Time Updates with Enhanced Live Updates

            Choose to have the Gantt auto-refresh with Enhanced Live Updates to experience better performance and get significantly faster near real-time updates. This feature’s enhanced capabilities let you handle large datasets efficiently, experience a stable environment, and effectively manage time-sensitive and critical tasks. By choosing to work with Enhanced Live Updates, you can respond faster to urgent changes with increased confidence that scheduling decisions are based on accurate, up-to-date information. Enhanced Live Updates is available to Experience Cloud site users.

            Required Editions

            User Permissions Needed
            To configure the Field Service managed package: Customize Application
            To enable Enhanced Live Updates: Field Service Admin permission set
            1. From the App Launcher, find and select the Field Service Admin app, and then click the Field Service Settings tab.
            2. Click Dispatcher Console UI | Updating the Gantt.
            3. Under Enhanced Live Updates, click Enable. When you enable Enhanced Live Updates, these prerequisites are checked and automatically adjusted.
              • Field Service Integration setting is enabled
              • Remote site is activated
              • Field Service Integration permission set is up-to-date
            4. If Enhanced Live Updates doesn’t have read access to all fields in the service appointment’s field sets, it doesn’t provide updates. Click Update to update the Field Service Integration permission to include read access for those fields.
            5. Save your changes.

            You can use timed updates instead of live updates to set the Gantt’s refresh frequency. On the same Updating the Gantt page, under Timed Updates, enter the number of seconds between Gantt refreshes. The minimum frequency is 10 seconds.

            Auto-Refresh the Gantt with Live Updates

            Choose to have the Gantt auto-refresh with Live Updates. Live Updates relies on the Salesforce Streaming API.

            Required Editions

            User Permissions Needed
            To configure the Field Service managed package: Customize Application
            To view live updates on the Gantt: Streaming API custom permission
            1. Update sharing settings so that dispatchers receive notifications only about the data they have access to.
              1. From the App Launcher, find and select the Field Service Admin app, and then click the Field Service Settings tab.
              2. Click Dispatcher Console UI | Updating the Gantt.
              3. Under Live Updates, check that each object’s sharing setting is Private. If not, update the object’s sharing setting to Private in Salesforce Setup.
            2. On the same Updating the Gantt page, click Update push topics. Push topics are used to send event notifications on specified objects, fields, and criteria. Field Service creates push topics for these objects.
              • Service resource
              • Resource absence
              • Service appointment
              • Assigned resource
              • Service resource capacity
              • Field Service operation
              • Optimization request
            3. Select Gantt updates are enabled org wide.
            4. Select Allow admins to use Gantt updates.
            5. Save your changes.

            Gantt Live Updates has these limitations.

            • Dispatchers without the Streaming API custom permission get timed updates on the Gantt, as defined in your settings.
            • Live updates aren’t available to Experience Cloud site users.
            • Gantt Live Update access isn’t automatically available to all admins, and too many live update requests can cause the Gantt to crash.
            • Gantt Live Updates are subject to org limits for event delivery and PushTopic Streaming Allocations.
            • If the service appointments were recently updated, field values on service appointments that appear on the Gantt also get their latest value. Because formula fields don’t trigger updates to the record, formula fields never trigger the push updates to that service appointment.
             
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