Field Service Scheduling

Simplify rule violation checks by giving dispatchers more control. Pinpoint which workers are available for a job with more Extended Match work rules. Show dispatchers who’s out for the day or week on the calendar to ease work scheduling. Create and assign shifts more efficiently with updated shift patterns.

Streamline Scheduling by Limiting Rule Validation Checks
Manage the frequency and triggers of your automatic rule violation checks and let dispatchers validate rules on demand for more efficient scheduling. With custom permissions, dispatchers can manually check rules for service appointments from the Gantt chart or list, or they can use the Check Rules button for all loaded services.
Improve the Worker-Service Match When Scheduling Appointments
To refine the list of candidates available for scheduling and optimizing service appointments, you can apply up to five Extended Match work rules to your scheduling policy.
Offload Sandbox Services for Routing and Optimization
Configure your Salesforce sandboxes to use independent remote sites for street-level routing (SLR) and optimization services. To keep Salesforce production running smoothly, sandboxes are now required to use the dedicated remote sites that were added in Winter ’21 for SLR and optimization services.
Show Absences Next to Appointments and Shifts on the Calendar
Dispatchers can now see worker absences on the shift calendar, whether they're planned or unexpected, so that they can schedule shifts more accurately.
Add More Info When You Create Shifts From a Pattern
Creating shifts is even easier with the latest updates to shift patterns. Set more details up front, such as the shift status for the assigned resource, or use patterns up to 365 days in length. You can also assign a territory, a resource, or both when creating shifts from patterns.

No matches found