Salesforce Field Service: A Beginner’s Guide to Creating, Managing, and Automating Field Service

© The Author(s), under exclusive license to APress Media, LLC, part of Springer Nature 2023

S. ChatratiSalesforce Field Servicehttps://doi.org/10.1007/978-1-4842-9517-5_4

4. Scheduling and Optimization

Saiteja Chatrati¹  

(1)

San Jose, CA, USA

 

Salesforce Field Service allows optimized scheduling that meets predefined business objectives and KPIs.

This chapter addresses the following topics:

• What is schedule optimization?

• How does optimization work?

• Scheduling policies: work rules and service objectives

• Setting up optimization

• Relevance groups

• Service appointment time attributes and life cycle

• Scheduling actions

By the end of this chapter, you should be able to comprehend the principles of Field Service scheduling and how the optimization engine ...