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Workforce Scheduling for Agentforce Public Sector
Set Up Travel Modes for Workforce Scheduling

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Set Up Travel Modes for Workforce Scheduling

Travel modes let Workforce Scheduling dispatchers schedule appointments based on a service resource’s preferred mode of transportation, such as driving, walking, or cycling. Set up travel modes, create the modes for your service resources, and assign them to a service territory or service territory member. Point-to-point predictive routing is always applied when scheduling appointments. Travel modes is applicable to field work only.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To configure Workforce Scheduling travel modes: Workforce Scheduling Admin
To view travel modes: Read on travel modes
To create, update, or delete travel modes: Edit on travel modes
To assign a travel mode to a service territory or service territory member: Edit on service territory and/or service territory member

Optimization services with different travel modes enhance predictive travel by providing more accurate travel time predictions and improving the completion rate of service appointments. By leveraging different types of travel modes, admins define the travel mode per territory, per primary service territory member, or both, to reflect transportation type (car, light truck, heavy truck, bicycle, or walking), the use of toll roads, and hazmat considerations.

Travel mode can’t be assigned to a secondary service territory member.

All Limits and Limitations for Scheduling and Optimization apply to travel modes.

Configure your Travel Modes settings.

  1. From Setup, in the Quick Find box, enter Object Manager, and then select Object Manager. Next, click Service Territory or Service Territory Member, and then scroll to the Page Layouts section.
  2. Click Page Layouts, and then click WFS Service Territory Layout or WFS Service Territory Member Layout.
  3. Click Edit, drag the Travel Modes field to the page layout, and then save your changes.

See Also

 
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