Manage Field Service Optimization

This is a Field Service managed package feature.

• Drive Field Service Strategic Outcomes with Data
  Go beyond basic operational efficiency and unlock smarter Field Service scheduling! With Enhanced Scheduling and Optimization, not only can you minimize travel, but you can also use customer insight data for advanced use cases to boost retention, prioritize work based on sales and marketing data, or even factor in weather forecasts for wind turbine maintenance. By leveraging broader CRM and external data from your Salesforce org and Data 360, you can fine-tune your existing engine to achieve tailored business outcomes. Optimize for key KPIs like customer retention, revenue growth, and asset health.
• Manage Scheduled Jobs in Field Service
  Optimize your team’s Field Service schedule for one or more service territories across a specified range of days. You can configure the optimization to run automatically, for example, every night or several times a day, or run it as needed.
• Optimize Your Schedule from the Field Service Classic Dispatch Console
  Optimize your team’s Field Service schedule by running optimization directly from the Classic Dispatch Console for one or more territories. Use optimization to handle last-minute changes to your schedule. Manual optimization is ideal for handling cancellations, appointments that got dropped from the Gantt and need to be rescheduled, and high-priority last-minute appointments. It’s especially useful when selecting a scheduling policy that uses in-day optimization, which can optimize your schedule in as little as 5 minutes.
• Optimize Today’s Field Service Schedule
  Dispatchers can navigate last-minute schedule changes by rapidly optimizing their team’s schedule for one or more service territories on the day of service by manually running the optimization from the Classic Dispatch Console. You can also run in-day optimization automatically several times a day using scheduled jobs, or run jobs manually, as needed.
• Optimize a Single Field Service Resource’s Schedule
  In Field Service, when last-minute developments occur like canceled jobs, lateness, or emergencies, optimize an individual service resource’s schedule to design the best schedule for them.
• Optimization Horizon
  Specify a time period for your Field Service optimization requests to focus optimization processing on the required dataset.
• Monitor Field Service Schedule Optimization Requests
  Keep an eye on all Field Service schedule optimization requests from the Gantt or the Optimization Requests custom tab.
• Field Service Enhanced Scheduling and Optimization Error Messages
  Error messages indicate that something is blocking the operation or automation of scheduling and optimization services. Errors can occur due to operational issues, invalid data, logic configuration, or incorrect setup.
• Gain Visibility into Optimizations with Field Service Optimization Insights
  In Field Service, learn at a glance if a global or in-day optimization reduces travel time or improves utilization. As you refine a scheduling policy, view a snapshot of optimization results and KPI changes.
• Get Information on Optimization with Field Service Optimization Center
  Optimization Center is where you can find all features related to monitoring Field Service activities and troubleshooting issues. It gives you visibility into how Field Service is used and how it affects your business.
• Explore Metrics in Field Service Optimization Hub
  View Optimization Hub to learn what improvements optimization made to the scheduling of service appointments across multiple territories and how to get the best results from optimization.
• Get Scheduling Recommendations with Field Service Appointment Insights
  Learn how Appointment Insights can help you improve the scheduling of service appointments. Appointment Insights helps you understand why a service appointment can’t be scheduled during optimization and which work rules are preventing its scheduling.