Improve Preventive Maintenance with Advanced Recurrence (Beta)
Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.
As a beta feature, Maintenance Plan Advanced Recurrence 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 on the basis of 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. For information on enabling this feature in your org, contact Salesforce.
Why: Assets can have requirements for multiple maintenance schedules, with each schedule at different frequencies. When maintenance tasks coincide, you may want to do them all or perform only some.
For example, a building maintenance company performs minor maintenance on an air conditioning system every 3 months and a major service annually. When a work order is generated for annual service, the service manager doesn’t want a work order generated for 3-month service.
Or, consider, a pool maintenance company that cleans a pool monthly and applies a chemical treatment every 3 months. In this case, when the treatment work order is created, the service manager wants the pool cleaning work order too.
How: Create a maintenance work rule for an asset, and use sort order to set precedence for multiple rules. When the work order generation process finds several rules to generate on the same day, only work orders for the rules with the lowest sort order value are generated. If there are rules with the same sort order, each rule generates a work order.