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Set Up Travel Modes

Optimization services with different travel modes enhance predictive travel by providing more accurate travel time predictions and improving the completion rate of service appointments. By leveraging different types of travel modes, admins define the travel mode per territory, per primary service territory member, or both, to reflect transportation type (car, light truck, heavy truck, bicycle, or walking), the use of toll roads, and hazmat considerations.

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.

Before you set up Travel Modes, make sure you meet these requirements.

  • Field Service is enabled.
  • The latest version of the Salesforce Field Service managed package is installed.
  • Enhanced Scheduling and Optimization is enabled.
Note
Note Enhanced Scheduling and Optimization uses point-to-point predictive routing regardless of the travel time calculation preferences set in the Routing section of Field Service Settings.

Travel modes are applied only to territories using Enhanced Scheduling and Optimization. Travel mode can't be assigned to a secondary service territory member. All Limits and Limitations for Enhanced Scheduling and Optimization apply to travel modes.

  • Configure Travel Modes
    Configure your Travel Modes settings and assign user permissions.
  • Create Travel Modes for Field Service
    Create travel modes per territory, resource, or both so that routing calculations are accurate based on the transportation type, whether the resource can drive through toll roads, and whether the resource is carrying hazardous materials.
  • Assign a Travel Mode to a Service Territory or Service Territory Member
    Assign a travel mode to a service territory or to a service territory member so that the Enhanced Scheduling and Optimization engine can consider the resource’s routing and travel preferences. Routing requests are based on the travel mode selected at the service territory level unless specified otherwise at the resource level. In this case, the resource territory membership setting overrides the territory-level setting. Only primary territory members can have a travel mode assigned to them. The primary service territory member's assigned travel mode determines the travel mode for all service appointments for that resource, regardless of the service territory of the appointment.

See Also