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Field Service Scheduling and Optimization Services
Scheduling and optimization includes services used to schedule, reschedule, and unschedule service appointments.
Required Editions
| Available in: Available in Lightning Experience and Salesforce Classic in these editions where Field Service is enabled: Enterprise, Unlimited, and Developer Editions |
This is a Field Service managed package feature.
Review the scheduling and optimization services available.
| Feature | Description |
|---|---|
| Scheduling Services | |
| Auto Schedule | Schedule an appointment in a hurry with Auto Schedule, right from the appointment itself. Auto Schedule finds the best available slot based on your scheduling policy. |
| Book Appointments | Use Book Appointment to agree with your customer on a visiting time window, and ensure that automatic scheduling and optimization processes adhere to the agreed visiting times. |
| Auto Schedule | |
| Drag and Drop, Schedule, Bulk Schedule | Schedule an appointment by dragging it from the appointment list, directly from the Classic Dispatch Console map, or from the service appointment mini view. Use the Mass Schedule action to bulk schedule appointments from the appointment list. |
| Emergency Wizard | Quickly schedule, dispatch, and track emergency work. |
| Get Candidates | Quickly find resources who are best-matched to work on an individual Service Appointment. |
| Optimization Services | |
| Global Optimization | Optimize your team’s schedule for one or more service territories across a specified range of days. You can configure the optimization to run regularly, for example, every night, or run it manually as needed. |
| In Day Optimization | Navigate last-minute schedule upsets by rapidly optimizing your team’s schedule for one or more service territories on the day of service. |
| Reshuffle | Make space in a full schedule for a high-priority appointment. The Reshuffle action in the Gantt postpones lower-priority appointments. This feature isn’t supported by Enhanced Scheduling and Optimization. |
| Resource Schedule Optimization (RSO) | 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. |
| Schedule Recipes | Tackle common scheduling challenges with simple optimization “recipes” that address what happens to your schedule after appointment cancellations, time changes, and overlaps. Cover all scenarios by creating multiple recipes for each category. The Fix Schedule Overlaps flow (Beta) replaces scheduling recipes when you’re using Enhanced Scheduling and Optimization to resolve overlaps that occur when a mobile worker finishes an appointment late. |
| Dynamic Gantt Services | |
| Fill-In Schedule | Fill gaps in a service resource’s schedule. This feature fills gaps in the service resource’s schedule with non-urgent work that has no defined execution time, such as maintenance work. This feature isn’t supported yet by Enhanced Scheduling and Optimization. |
| Fix Overlaps | If a service appointment overlaps with other appointments or absences, use the Fix Overlaps feature to harmoniously reschedule appointments. This feature isn’t supported for capacity-based service resources. When you’re using Enhanced Scheduling and Optimization, refer to Fix Schedule Overlaps flow (Beta). |
| Group Nearby | Minimize travel time or gaps between appointments. This feature unschedules appointments that were scheduled later that day and replaces them with appointments that are close in location to the source appointment. This feature isn’t supported yet by Enhanced Scheduling and Optimization. |
| Transparency Services | |
| Appointment Insights | Help users understand why a service appointment can’t be scheduled, and which work rules are preventing its scheduling. Discover what changes can be made to the scheduling policy's work rules to qualify time slots and candidates for scheduling. |
| 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. |
