Travel modes let Workforce Scheduling dispatchers schedule appointments based on a
service resource’s preferred mode of transportation, such as driving, walking, or cycling. Set
up travel modes, create the modes for your service resources, and assign them to a service
territory or service territory member. Point-to-point predictive routing is always applied when
scheduling appointments. Travel modes is applicable to field work only.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions |
| User Permissions Needed |
| To configure Workforce Scheduling travel modes: |
Workforce Scheduling Admin |
| To view travel modes: |
Read on travel modes |
| To create, update, or delete travel modes: |
Edit on travel modes |
| To assign a travel mode to a service territory or service territory
member: |
Edit on service territory and/or service territory member |
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.
Travel mode can’t be assigned to a secondary service territory member.
All Limits and Limitations for Scheduling and Optimization apply to travel modes.
Configure your Travel Modes settings.
-
From Setup, in the Quick Find box, enter Object Manager, and then
select Object Manager. Next, click Service
Territory or Service Territory Member, and then scroll
to the Page Layouts section.
-
Click Page Layouts, and then click WFS Service
Territory Layout or WFS Service Territory Member
Layout.
-
Click Edit, drag the Travel Modes field to
the page layout, and then save your changes.
