Recently I worked on a requirement where the main focus was on bulk scheduling a large number of appointments. I used the FSL Optimization feature to reduce travel time, assign the maximum number of appointments to technicians and provide best possible routing.
In this blog I will explain the FSL Optimization feature, how to enable it, and how it can improve bulk scheduling and routing.
The scheduling optimization feature helps your field service team comply with SLAs, minimises travel time, overtime, costs, and no-shows. It also maximises efficiency by assigning resources to as many service appointments per shift as possible.
Enabling Optimization in a org is a 3-step process.
Once Optimizer is enabled, you can find the Optimizer button on the Dispatch console.
This feature requires a Salesforce License. If you deactivate the Optimization user, scheduling optimization no longer operates.
Work rules, service objectives, scheduling policies, and relevance groups are important to efficient optimizations. You can find out more details here.
Once the Optimization is activated in the Org, we can run the Optimization by clicking the Optimization button on the dispatch console to bulk schedule the appointments. Alternatively, we can use the Schedule feature to schedule appointments and then further Optimise to minimise the travel time and to have better routing.
Why not use the Schedule feature instead of Optimization? I had the same question, however the results from optimization over scheduling a large number of appointments via the Schedule feature are much better. It is not best practice to use the Schedule feature if you have a large number of appointments to schedule where the requirement is to minimise travel and provide best routing. That’s why Optimization is great to use. Although, remember it requires separate license to activate the feature.
As shown in the above screenshots, after running Optimization, more appointments are scheduled and travel time is minimised.
We can see the routes are better calculated by considering the technicians’ Source Location (Home).
Let me know if you have any questions!