Schedule an Appointment That Immediately Follows Another (Beta)

When you want service appointments to occur back-to-back, create an Immediately Follow dependency between them.

Where: This feature applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions with the Field Service Lightning managed package installed.

Note

Note

As a beta feature, the Immediately Follow dependency is a preview and isn’t part of the “Services” under your master subscription agreement with Salesforce. Use this feature at your sole discretion, and make your purchase decisions only from generally available products and features. Salesforce doesn’t guarantee general availability of this feature within any particular time frame or at all, and we can discontinue it at any time. This feature is for evaluation purposes only, not for production use. It’s offered as is and isn’t supported, and Salesforce has no liability for any harm or damage arising out of or in connection with it. All restrictions, Salesforce reservation of rights, obligations concerning the Services, and terms for related Non-Salesforce Applications and Content apply equally to your use of this feature. You can provide feedback and suggestions for this dependency type in the IdeaExchange and through the Trailblazer Community.

Why: This type of dependency prevents a resource from being scheduled between two appointments. For example, when an auto repair shop schedules a tow truck resource, the first appointment is the pick-up of a broken-down car. The next appointment must be the drop-off at the garage.

How: Enable the complex work setting, and customize the service appointment page layout to show scheduling dependencies. Then, on an appointment page, specify related appointments and select the dependency type. For Immediately Follow dependencies, scheduling assigns the appointments back-to-back on the same day and to the same resource. Enhanced Optimization respects Immediately Follow dependencies. Select appointments to be scheduled back-to-back on the same day and to the same resource.