- Salesforce is giving more visibility to customer to see visualized stats for Optimization request.
- After Global optimization is completed , you might be curious to know how many SA’s are scheduled , how many resource and crews are optimized and what is the total duration.
- This is currently available only for Global optimization only.
- To achieve this you have to add three lightning components to your Optimization Request page in Lightning and it's lightning only feature.
- Optimization Insights Metrics
- Optimization Insight KPI's
- Optimization Insight Summery
Also you need to enable a feature from you Field Service Admin page
Field Service Settings --> Optimization --> Activation --> Optimization Insights(Beta)
Currently it's a Beta permission and not available general and you can find more details about GA: Click link
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| Optimization Metrics |
- Here we need to create new work rule and need to add it to scheduling policy to get it optimize correctly
- To verify the update, I have created a Work rule with record type ‘field Service Count rule’
- Then added 'countrule' Lightning component to the Work rule from builder page
- Created a Wight field on Service Appointment and Another field on Service Resource
- Revisit your Work rule and from your count rule component select rule type as custom Value
- Select SA as your count object and customer field is your SA custom field called Weight
- Select resource property as Service Resource customer field and give a value in Limit.
- To verify this work rule , Please schedule few SA’s for a aday which violate the work rule
- You can run the Global opti job
- Once all SA’s are scheduled, Please add the previously created Work rule to your Scheduling Policy that was used previously to schedule SA’s
- Then refresh your Gantt console, you can see SA’s violation because of count rule
Here is the release Note:Click link
Take Scheduling Challenges in Stride
- Enhanced optimization makes it painless to respond to last-minute changes and build schedules that align with KPI goals. Previously, to access in-day optimization, predictive travel, and scheduling recipes, you activated enhanced optimization. We’re now phasing in this flavor of optimization as the default method.
- Field Service Settings | Optimization
Spring 20:
Summer 20: It’s default with summer 20 , so you will not find the toggle Enhanced Optimization here
What is enhanced optimization : https://help.salesforce.com/articleView?id=pfs_activate_enhanced_optimization.htm
Here is the release Note:Click Link
Save Clicks in the Dispatcher Console
Select appointments with different filters, and click a link to see what’s selected.- You can also undo what’s selected with a single click
- When you hover on an appointment’s information icon, you can see additional details, such as an address
- You can display Gantt icons or icons from a custom formula field in the appointment list .
To show extra appointment details, add fields to the Service Appointment List Preview field set.
Here is the Release note:Click link
Share Maintenance Plans and Service Contracts as Needed
Summer 20: With summer 20 salesforce given an option to extend Maintenance Plan access through criteria based sharing. Prior to summer 20 we only have owner based sharing only.
Spring 20: You can find here only we have owner based sharing.
- Same with Service Contract Object too.
- By default service contract object will not be available in the org , you might need to enable ‘Entitlement Management’ to see this object.
Release Note: Click Link
Track Asset Availability and Reliability
- Prior to summer 20 we don’t have an option to add downtime for asset but with summer 20 , salesforce come up with a solution by adding new object called - Asset Downtime to capture Asset planned/Unplanned Down Time.
- Asset Down Time object is the child for asset
- I have added Asset Downtime related list to page layout
Summer 20:
Spring 20: In spring 20 you don’t find an object to add to page layout.
Track Your Team's Expenses
Earlier we don’t have object called ‘Expenses’ and salesforce introduced with summer 20 to capture expenses related to work order.- With the help of this object we can capture all the expenses associated with the Work Order
- Edit your work order page layout and add the related list 'Expenses' to the layout
- Expenses have lookup relationship with work order and you can use this object for other expenses by creating a custom relation
Release Note:Click Link
Use Criteria-Based Sharing Rules for Time Sheets
Summer 20: Prior to summer 20 we don’t have an option for criteria based sharing and we only have owner based sharing
Spring 20: Only Owner based sharing is available
Release Note:Click link
Get Improved Shift Management (Beta)
Feature:- Multi day shifts, Configurable Shift cell layout, Hover Actions and Quick Search
- Represent multi day shifts on the UI and making the UI more versatile with introduction of record actions and additional UI configuration
This is lightning only Feature.
Path: Shifts Tab --> Select 'All' Shifts list view --> Change the Display to Schedule
You can view shifts created for the resources either with shifts or resources
- You can also change the fields displayed - it always shows the start and end time of the shift.
- Hover on the shift will display more detail and you can edit/delete shifts from there.
Release Note:Click link
Customize the Gantt in More Ways
Feature: You can control who can see and do what in dispatcher console with this optional custom permissions.Use Cases: With this custom permissions who (Dispatcher) can drag & drop appointments, who can use bulk dispatch or even restrict any action by locking the Gantt
- Assign this permissions to dispatcher before Activate the ‘Extended Custom Permission’, If you enable this before giving permissions to Dispatcher then console will be read only.
- By default with summer this is activated but we can restrict by removing this custom permissions where ever it’s not required
- FSL Dispatcher Permissions permission set you can add/remove permissions(FSL.Gantt)
Release Note:Click link
Give Users More Confetti
- Celebrate progress with a virtual confetti toss as your user reaches a designated Path stage on a product request or product request line item.
Release Note:Click Link
Push Notification Limits Have Increased
- You can send up to 20,000 iOS and 10,000 Android push notifications per hour per org.
Release Note:Click link
Keep Blogging!!!
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