Go beyond basic operational efficiency and unlock smarter Field Service scheduling with Enhanced Scheduling and Optimization.
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. |
This is a Field Service managed package feature.
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.
Learn how to incorporate data to strategically drive revenue, improve customer satisfaction, and optimize costs. Use scheduling policies, ASAP objectives, relevance groups, and service appointment prioritization to achieve your strategic goals.
See Also
- Guidelines for Effective Schedule Automation and Optimization in Field Service
- Create and Manage Field Service Scheduling Policies
- ASAP Service Objective
- Use the ASAP Objective With Relevance Groups
- Create Relevance Groups
- Optimize Field Service Appointments by Using Priorities
- Use Cases for Prioritizing Field Service Appointments
- Schedule Appointments by Using Priorities