Use the Workforce Scheduling Same Site service objective to reduce travel and improve
customer experience when a single location has multiple appointments in the schedule window. This
objective prefers a minimal number of mobile workers visit the same location by scheduling service
appointments with the same location consecutively in the same shift to the same resource, saving
time and effort, and eliminating the need for multiple trips. This objective is relevant for field
scheduling only.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions |
Maximize productivity and reduce travel time by defining exactly how service appointments are
grouped at a single location: either within a close vicinity of up to one second of travel time
(default), or by identical latitude and longitude coordinates. For complex sites such as
campuses or farms, where multiple appointments exist without traditional connecting roads,
select Use Exact Location. For example, with exact location matching, you
can make sure your mobile worker first completes all service appointments in building A within a
campus, before moving on to building B nearby. In Setup, add the Use Exact
Location field to your Same Site service objective page layout and confirm that
this page layout is assigned to the Same Site record type.
In some scenarios you can prefer not to schedule appointments at the same location together at
the same time. For example, if one of the appointments has a preference for a specific service
resource but the same service resource isn’t skilled for the other appointments. In this case,
implementing a Same Site objective as a scheduling preference balanced with other objectives
ensures the scheduling engine schedule all jobs at the same location together while preventing
any appointment that requires a separate service resource from being scheduled at the same
time.
The Same Site objective in a policy penalizes service appointments that aren’t scheduled
together at the same location, if multiple appointments are at the same longitude and latitude,
or within close proximity of up to one second travel. The penalty is determined by the ratio of
the same-site appointments not scheduled together versus the total number of same-site
appointments in the request that can be scheduled together. To calculate the resulting score for
the schedule of an appointment, this ratio is then multiplied by the weight of the Same Site
objective in the scheduling policy, and then multiplied again by 100 to amplify the bonus of
scheduling same-site appointments together.
