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Field Service - Coggle Diagram
Field Service
Core Features
Service Territories
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suggested limits
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Up to 1,000 service appointments per day per service territory
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Operating Hours
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If the Field Service managed package isn’t installed, operating hours serve as a suggestion rather than a rule.
Service Appointment Visiting Hours work rule type ensures that a customer’s appointments fall within their account’s operating hours
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Inventory
Locations are places, like warehouses, sites, or work vehicles, where inventory is stored.
Product items represent products in your inventory stored at a particular location, such as bolts stored in a warehouse. Each product item is associated with a product and a location in Salesforce. If a product is stored at multiple locations, the product will be tracked in a different product item for each location.
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Products consumed are product items that were used to complete a work order, and are no longer in your inventory.
Product item transactions describe actions performed on a product item. They’re auto-generated records that help you track when a product item is replenished, consumed, or adjusted.
Product requests are orders for products, which you might create when stock is running low.
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3)Make contacts, Experience Cloud users (partner community license)
4) Assign Permission Set licenses, create contractor user profile and configure object permissions.
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Optimization
In-Day Optimization - Navigate last-minute schedule upsets by rapidly optimizing your team’s schedule for one or more service territories on the day of service.
Resource Schedule Optimization (RSO) - Optimize an individual service resource’s schedule on the day of service.
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Global Optimization - Optimize your team’s schedule for one or more service territories across a specified range of days. You can configure this type of optimization to run regularly—for example, every evening. Or, you can run it manually as needed. Global optimization is the most thorough and powerful type of optimization, and therefore takes the most time to complete.
Routing Options
Aerial routing: Computes the shortest distance between two locations based on a straight-line route.
Street-level routing: Computes the distance along roads or transportation routes. SLR is based on actual road speed measurements and the expected travel speed based on road type. SLR calculation takes a bit longer than aerial routing calculation. You must be registered to use SLR. Registration is automatic. A Register button appears if necessary, for example, after you refresh a sandbox for Field Service.
Predictive travel (beta): Builds on SLR by incorporating time-of-day data into the calculation. Predictive travel applies only to optimization operations; scheduling operations like the Book Appointment and Candidates actions don’t use it.
Point-to-point predictive routing: Estimates travel time using the exact service appointment location and considers time of day. This routing is used across all scheduling and optimization operations.
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