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Salesforce Field Service Get Candidates. Learn how absences, efficiency, and crew settings affect serv

Learn how absences, efficiency, and crew settings affect service crew scheduling. Optimize your team’s Field Service schedule for one or more service territories across a specified range of days. Explore best practices. From the App Launcher, find and open the Field Service Admin app, and then click the Field Service Settings tab. Focus on the most impactful work by considering factors like customer lifetime value, asset health, and potential This demo showcases how dispatchers can use the #Salesforce #FieldServiceLightning dispatcher console to: -Automatically find the best candidate for specific jobs based on location, skill, and Scheduling and optimization includes services used to schedule, reschedule, and unschedule service appointments. When scheduling a service appointment, the user scheduling the appointment must have one of four managed package permission sets: Field Service Admin, Field Service Dispatcher, Field Service Agent, Self-Service. For example, if a Candidate isn't scheduled any Service Appointments on a given day, the Candidates action will return a single slot. Add the Timeslot Designated work rule to the scheduling policy for scheduling and optimization to respect shift and time slot designations. A service appointment tracks field service work to be performed for a customer, and is typically associated with a work order or work order line item. The new Apex methods call the Get Appointment Candidates and Get Appointment Slots APIs.

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