Trigger an optimization run that takes tomorrow's open appointments and your active workers, returns an optimized schedule, and posts it to the Dispatch Console for review.
- Open the Dispatch Console
From the App Launcher, open Field Service. The Dispatch Console shows the gantt chart of every worker and every open appointment.
- Select the service territory
Pick the service territory or group of territories to optimize. Filter to the date range (tomorrow).
- Trigger Resource Schedule Optimization
Click Run Optimization. Salesforce takes the snapshot of appointments and workers and submits to the optimizer engine.
- Wait for completion
The run typically takes 1 to 5 minutes for a 50-tech territory. A spinner shows progress. The Dispatch Console updates when the proposed schedule is ready.
- Review the proposed schedule
Walk through the gantt chart. Check that each appointment has a worker, a start time, and a sensible travel sequence. Flag any anomalies.
- Release to workers
Click Release Schedule. The appointments are committed to workers, customers receive confirmations, and the day's plan is locked in.
Same-Day, In-Day, Resource Schedule (1-7 day), or Multi-Day. Each has different cost-of-change tolerance.
Minimize travel, maximize appointments, minimize overtime, maximize SLA compliance, or a weighted combination.
Built-in Salesforce, Google Maps Distance Matrix, or Salesforce Maps.
Required Skills on Work Type or Service Appointment that the optimizer respects when assigning workers.
- Service Optimization needs accurate skills, schedules, and locations. Garbage in, garbage out; the optimizer is only as good as the data it reads from the platform.
- Same-Day optimization can flip appointments in flight. Configure the cost-of-change weight high enough that the optimizer does not constantly reshuffle already-confirmed work.
- Routing engine costs scale with API calls. Google Maps Distance Matrix charges per pair of points queried; a large optimization can run up cost if not configured.
- Optimization runs are not free for very large territories. A 500-tech territory may take 10 minutes or more; schedule overnight runs for the next-day plan and same-day reruns for disruption recovery.