Enhance operational stability and reduce your optimization partial completion rate by
preventing optimization conflicts when multiple optimization requests are made simultaneously on
the same dataset. For example, prevent two users from creating optimization requests
simultaneously for the same territory and horizon. Also configure what happens when schedule
changes are made while optimization is running, for example, if a new job is automatically
scheduled or a dispatcher reschedules a job while optimization is running.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning
Experience |
| The Field Service core features, managed package, and mobile app are available in
Enterprise, Unlimited, and Developer Editions.
|
This is a Field Service managed package feature.
- Prevent Overlapping Field Service Optimization Requests
When initiating resource schedule optimization, in-day optimization, or global optimization, Field Service checks for other such optimization requests that are being processed simultaneously for the same territory or service resources with at least 1 day of overlap in the optimization horizon. For example, a dispatcher activates resource schedule optimization for a resource that’s part of a dataset being optimized through in-day optimization. If an overlap is detected, a message is shown and the newly initiated optimization request is aborted. Similarly, when a dispatcher tries to make changes to the Gantt, which is being processed by a background optimization request such as in-day optimization, a message is shown notifying the dispatcher that their changes can create unwanted results. The dispatcher can choose whether to continue with the manual changes or not.
- Handle Conflicts During Optimization
Define the Commit Mode in the scheduling policy to determine what happens when schedule conflicts occur during global, in-day, or resource schedule optimization.
- Guidelines for Using the Scheduling Policy Commit Mode
Define what happens when a dispatcher or scheduling operation makes a change to the schedule that conflicts with an ongoing optimization process.
