Considerations for Enhanced Scheduling and Optimization

Before using Enhanced Scheduling and Optimization, make sure you review some considerations. These considerations highlight the differences in functionality between the older scheduling engine and Enhanced Scheduling and Optimization.

Required Editions

Available in: Available in Lightning Experience and Salesforce Classic in these editions where Field Service is enabled: Enterprise, Unlimited, and Developer Editions

Package icon This is a Field Service managed package feature.

Note Consider the differences in the limits and limitations when you're using Enhanced Scheduling and Optimization. For details on additional Enhanced Scheduling and Optimization capabilities, see What’s Available in Enhanced Scheduling and Optimization .

Scheduling Policy Considerations

Feature	CONSIDERATIONS
Fine-tuning a scheduling policy	Fine-Tune the Scheduling Policy
Scheduling policies	Create and Manage Field Service Scheduling Policies Guidelines for Setting Up a Scheduling Policy
Service objectives	Service objectives operate differently when you’re using Enhanced Scheduling and Optimization. Create and Manage Field Service Objectives
Work Rule Type: Count	Work Rule Type: Count Rule
Work Rule Type: Extended Match	Empty fields are handled differently if you’re using Enhanced Scheduling and Optimization. Work Rule Type: Extended Match
Work Rule Type: Match Boolean	When you’re using Enhanced Scheduling and Optimization, if the Boolean field on the service resource is empty, the rule isn’t applied. Work Rule Type: Match Boolean
Work Rule Type: Match Fields	Match Fields work rules are supported for schedule optimization only when you’re using Enhanced Scheduling and Optimization. Also, empty fields are handled differently if you’re using Enhanced Scheduling and Optimization. Work Rule Type: Match Fields
Work Rule Type: Match Skills	The Match Skills work rule includes an additional Skill Type Logic: At Least One Skill Matches (OR). Work Rule Type: Match Skills
Work Rule Type: Match Territory	When you’re using Enhanced Scheduling and Optimization, if the service appointment territory field is empty, all service resources from all territories are considered valid candidates. Work Rule Type: Match Territory
Work Rule Type: Match Time	Match Time work rules with custom date/time fields are fully supported for schedule optimization only when you’re using Enhanced Scheduling and Optimization. Work Rule Type: Match Time Rule
Work Rule Type: Service Appointment Visiting Hours	Work Rule Type: Service Appointment Visiting Hours
Work Rule Type: Service Crew Resources Availability	You can define a maximum number of additional service resources when you’re using Enhanced Scheduling and Optimization. Work Rule Type: Service Crew Resources Availability
Work Rule Type: Service Resource Availability	Work Rule Type: Service Resource Availability
Work Rule Type: Working Territories	Secondary service territory memberships are handled differently when you’re using Enhanced Scheduling and Optimization. Work Rule Type: Working Territories
Using relevance groups in work rules and service objectives	Support for relevance groups can be different if you're using Enhanced Scheduling and Optimization. Create Relevance Groups

Optimization Considerations

Feature	CONSIDERATIONS
Activate Field Service schedule optimization	When you’re using Enhanced Scheduling and Optimization, this activation isn’t required, because Enhanced Scheduling and Optimization uses a Platform Integration User. See Adopt and Implement Field Service Enhanced Scheduling and Optimization for guidance on how to enable Enhanced Scheduling and Optimization. Activate Field Service Schedule Optimization.
‌In-day optimization	The in-day optimizer run-time differs if you're using Enhanced Scheduling and Optimization. Optimize Today’s Field Service Schedule
Managing optimization conflicts	Manage Optimization Conflicts
Monitoring the progress of an optimization request	When you view the progress of an optimization request from the Gantt, the percentage completed isn’t shown if you’re using Enhanced Scheduling and Optimization. Monitor Field Service Schedule Optimization Requests
Optimization Insights	Optimization Insights isn’t available if you’re using Enhanced Scheduling and Optimization. Use the Optimization Hub instead. Gain Visibility into Optimizations with Field Service Optimization Insights
Optimize Field Service appointments using priorities	Optimize Field Service Appointments Using Priorities
Optimizing rule-violating appointments	When you’re not using Enhanced Scheduling and Optimization, rule-violating service appointments can’t be optimized. When you’re using Enhanced Scheduling and Optimization, the engine can find an acceptable schedule for rule-violating service appointments or drop these appointments from the schedule. Optimization Horizon
Resource Schedule Optimization	If you select to only schedule appointments assigned to the service resource, the appointments considered for scheduling during optimization process differ if you’re using Enhanced Scheduling and Optimization. Optimize a Single Field Service Resource’s Schedule
Scheduled optimization jobs	When you set up a scheduled optimization job, the user interface and features differ if you’re using Enhanced Scheduling and Optimization. Manage Scheduled Jobs in Field Service

Resource and Availability Management Considerations

Feature	CONSIDERATIONS
Defining capacity-based resources	Define Capacity-Based Resources
Reserve time sots for designated types of work	Reserve Time Slots for Designated Types of Work
Resource absences	When you're using Enhanced Scheduling and Optimization, resource absence isn't supported for capacity-based resources. Review the travel routing considerations for resource absences with no address. Create Service Resource Absences for Field Service
Scheduling service crews	When you’re using Enhanced Scheduling and Optimization, a minimum crew size of 1 requires a crew, and the skill set considerations differ if you enable resource crew skill grouping. Considerations for Scheduling Service Crews
Service crew membership	When you’re using Enhanced Scheduling and Optimization, you can set crew membership start times for any time of day. Manage Field Service Crew Membership
Service resource efficiency	When you’re using Enhanced Scheduling and Optimization, service resource efficiency is rounded up, and resource efficiency isn't supported for capacity-based resoources. Estimate a Service Resource’s Efficiency
Service territory operating hours and visiting hours	Guidelines for Creating Operating Hours for Field Service
Shift management	Field Service Guidelines for Shift Availability

Other Scheduling Considerations

Feature	CONSIDERATIONS
Apex customizations	What's the Fate of Older Salesforce Customizations?
Appointment booking performance	You can improve performance with gradeless appointment booking when you're using Enhanced Scheduling and Optimization. Customize Appointment Booking Settings
Avoiding Apex CPU timeouts	Guidelines for Avoiding Apex CPU Timeouts in Field Service
Complex work	Considerations and Limitations for Complex Work Set Up Complex Work
Fix overlaps	Manage Field Service Scheduling Overlaps Fix Field Service Scheduling Overlaps
Multi-day service appointments	Considerations for Multiday Scheduling
Point-to-point predictive routing	Enhanced Scheduling and Optimization calculates travel time using point-to-point predictive routing. This routing is available if your region has the required map coverage level. The travel time calculation logic if the last service appointment of the day is at the same address as the service resource’s home base is different when you're using Enhanced Scheduling and Optimization. Set Up Routing for Travel Time Calculations Navigable Countries
Scheduling recipes	Scheduling recipes aren’t available when using Enhanced Scheduling and Optimization, which uses the Fix Schedule Overlaps automated flow instead. Create Scheduling Recipes for Common Events
Service appointment fields	Service Appointment Fields for Field Service
Sliding and reshuffling	Set Up Sliding and Reshuffling for Scheduling and Appointment Booking
Travel calculations	Set Up Routing for Travel Time Calculations
Travel mode in the Classic Dispatch Console map	You can view a service resource’s travel profile in the map’s route details pane in the Classic Dispatch Console if you’re using Enhanced Scheduling and Optimization. View a Field Service Resource’s Daily Travel Route
Travel time on the Gantt	Travel time to the next appointment is shown on the Gantt before the lunch break.
Using priorities when booking and scheduling appointments	Schedule Appointments Using Priorities