Optimizing multi-day work alongside regular appointments has a direct impact on the
KPIs that matter to asset-heavy field service organizations: fewer visits per asset, higher
resource utilization, lower travel and mobilization cost, and schedules dispatchers trust
without manual cleanup. During global and in-day optimization, the engine can schedule, move, or
drop multiday work in order to improve the schedule quality. By dynamically adjusting multiday
work alongside shorter appointments, the engine closes schedule gaps and reduces
disruptions.
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.
Multiday work optimization is available with Enhanced Scheduling and Optimization.
Review the use cases to learn how schedule changes occur during multiday work optimization
runs for a scenario with several assets, multiple service resources, and a mix of multiday
maintenance appointments and shorter repair appointments across the week.
Example 1: Group Same-Site Work Onto One Resource
When work includes both multiday planned maintenance work and short repair jobs for various
assets, the goal is to ensure that each service resource finishes work on one asset before
moving to the next. Optimization tries to group all appointments on a specific asset and
schedule them consecutively to the same resource.
Example 2: Fit a New Appointment Into an Existing Site Cluster
When work includes both multiday planned maintenance work and short repair jobs for various
assets, the goal is to ensure that each service resource finishes work on one asset before
moving to the next. Optimization tries to group all appointments on a specific asset and
schedule them consecutively to the same resource.
Example 3: Make Room for High-Priority Work
When a high-priority emergency appointment arrives midweek with every resource fully
booked, dispatchers shouldn't have to manually rework the schedule to fit it in.
Optimization can drop low priority multiday appointments if needed to fit the emergency.
Considerations
- Multiday work optimization requires Enhanced Scheduling and Optimization.
- Multiday work optimization applies to global and in-day optimization. It doesn't apply
to Appointment Booking, Get Candidates, Book Appointments, drag-and-drop, manual
rescheduling, or Auto-Dispatch.
- Multiday work optimization in Resource Schedule Optimization (RSO) depends on the
horizon optimized. Since in most cases, RSO is triggered on a short time period (for
example, 2-3 days), multiday appointments have a limited timeframe to be optimized in.
- All existing multiday scheduling rules and considerations still apply. For example, a
multiday service appointment can't span more than eight calendar weeks, and multiday
service appointments can't be combined with complex work dependencies.
