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            Work Rule Type: Maximum Travel from Home

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            Work Rule Type: Maximum Travel from Home

            Maximum Travel from Home is a Field Service database work rule type for setting the maximum distance or travel time between a resource’s home base and any appointment assigned to the resource. It’s a useful way to minimize mobile workers’ travel time.

            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.

            Note
            Note To calculate maximum travel time or distance, Field Service uses aerial routing (as the crow flies).

            Work rules of this type are particularly useful if your service territories are functional rather than geographical.

            Work rules of this type contain the following settings.

            Field Description
            Maximum Travel From Home Type Indicates whether the work rule enforces a maximum travel time or maximum distance.
            Maximum Travel From Home The maximum, which is measured in minutes for travel time and miles or kilometers for distance. The miles or kilometers preference is set in the Field Service Admin app.
            Relevance Groups

            Available only if relevance groups are implemented. Relevance groups let you apply the work rule to a subset of service resources. For example, use relevance groups to enforce these policies:

            • Don’t assign resources to maintenance appointments that are more than 20 miles from their home base.
            • Don’t assign highly qualified workers to appointments that are more than 20 miles from their home base.

            If a service resource’s home base (address) isn’t specified, the resource isn’t a candidate for any service appointment. If a service appointment lacks geocoordinates (calculated from an address), it can be assigned to any service resource with a home base.

            See Also

             
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