Get More Transparency into Service Operation Inefficiencies with Rule Violation Analytics (Beta)

Understand the root causes of rule violations in manual scheduling, such as geographical imbalances or skill gaps, and make data-driven decisions by analyzing trends and patterns. Rule Violation Analytics, built on the Enhanced Scheduling and Optimization Data Model, captures all rules that are manually violated on the Gantt. Easily query this data via a semantic data model and draw insights by creating a comprehensive dashboard in Tableau Next. Visualize ‌rule violations, track metrics like the frequency of specific rule violations, and identify dispatchers or territories with recurring issues. Proactively address inefficiencies for better resource allocation, workforce planning, and dispatcher training.

Where: This feature is available in Lightning Experience in Enterprise, Unlimited, and Developer editions with the Field Service managed package installed.

Note Rule violation Analytics is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer's sole discretion.

How: In Setup, go to Field Service Settings and verify that Field Service Enhanced Scheduling and Optimization is enabled. Then, go to Salesforce Go and search for Data Cloud Home Org for Field Service. In the Complete the Basic Steps section, turn on Ingest Data from Enhanced Scheduling & Optimization.