Enjoy Improved Field Service Help Content

The documentation elves have been burning the midnight oil to make sure that you have the information you need to be a field service rock star. We’ve given all the field service help content a thorough spring cleaning to make sure that it answers your most common questions.

Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.

Why: These new articles can help you navigate schedule optimization, work in the Gantt, and more.
  • Gantt Keyboard Shortcuts (can be outdated or unavailable during release preview)—Use keyboard shortcuts to work faster in the dispatcher console.
  • Optimize Your Field Service Schedule (can be outdated or unavailable during release preview)—Use schedule optimization to formulate the optimal schedule for your team and customers. Schedule optimization helps you comply with service-level agreements and minimize travel time, overtime, costs, and no-shows.
  • Set Up Optimization Jobs (can be outdated or unavailable during release preview)—Optimize your team’s schedule for one or more service territories across a specified range of days.
  • Create Relevance Groups (can be outdated or unavailable during release preview)—A relevance group is a group of service appointments or service territory members that require their own work rules or service objectives. For example, use relevance groups to enforce your company policy on breaks and travel time for full-time versus part-time employees.
  • Customize Appointment Booking Settings (can be outdated or unavailable during release preview)—Users can schedule service appointments for a work order, work order line item, or other record by using the Book Appointment Chatter action.
  • Time Zones and Appointment Booking (can be outdated or unavailable during release preview)—In large field service operations, the service appointment’s support agent, assigned resource, and customer could all be in different time zones. Field Service Lightning’s appointment booking process shows each user’s appointment details in the user’s time zone.
  • Create Service Resource Absences (can be outdated or unavailable during release preview)—Indicate when a service resource is unavailable to work. During schedule optimization, service resources aren’t assigned to appointments that conflict with their absences.
In addition, the Field Service Lightning Developer Guide now includes reference content related to the Field Service Lightning managed package. Developers, dig in!