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#Salesforce Field Service47 personnes en discutent

Dear all friend,

I have a customer, they already use Sales & Service Cloud. They are a Trucking Company.

Now they want to find a system which help them Assign Available Truck for specific shipment & help their driver optimize routing to save Time & Cost.

I think Field service can use in the same case. Mobile worker as a Driver, they will receive task from manager & drive their care to pickup cargo.

 

Please help me to give some advice if you already go through this case.

 

Thank you

2 réponses
  1. 2 janv. 2024, 04:32

    Hi @Hoàng Mạnh

     

    Salesforce Field Service has capabilities that are definitely good fit for truck - transportation, and management of fleets etc.    Salesforce Field Service also has map routing features.   

     

    However, often I come across the question on another inter-related product "Salesforce Map" from some customers, and whether to go with full-blown "Salesforce Field Service" product or an almost subset of "Salesforce Maps" product.

     

    Here is one article that compares/contrasts both the products and outlines their purposes, which may be helpful

     

    https://medium.com/creme-de-la-crm/salesforce-maps-vs-field-service-646690b2ff01

     

    Regards,

    Kannan

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Based on the Field Service Guide, our understanding is that if a Resource Absence is created without an address, it will calculate drive time for surrounding Service Appointments using the address on the Service Territory Member for the Service Resource. 

 

"If an absence doesn’t have an address, optimization uses the resource’s home base to calculate travel time to the next service appointment. For a more precise travel estimate, add an address to the absence, such as the location of the previous appointment or an address for the break."

 

We have been seeing examples where this is not the case. Below are screenshots showing the drive time for an Absence without an address versus the drive time when it's been updated with the Service Resource's home base.

 

Absence without an address:

Resource Absences Without Addresses Not Calculating Drive Time Using Resource's Home Base

 

Absence with the Service Resource's home address:

RA with Home Base Address.png

 

Updating the Absence with the address of the previous Service Appointment does not change drive time. Confirming that, without an address, the drive time for the Service Appointment following the Absence is being calculated using the address of the Service Appointment before the Absence.

 

Curious if there is something we are missing or if our understanding is incorrect.

 

Thanks!

9 réponses
  1. 14 sept., 20:33

    I'm aware this is old post, but this could be useful for someone else. The issue is due to ESO feature. according to this article https://help.salesforce.com/s/articleView?id=service.fs_create_absences.htm&type=5  "If you're using Enhanced Scheduling and Optimization and there’s no address on the resource absence, optimization and scheduling actions use the location of the last event (Service Appointment or Resource Absence) that has a location to calculate the travel time to the next event. If the resource absence overlaps with the shift end, the resource’s home base location is used to calculate the travel time. If you're not using Enhanced Scheduling and Optimization and there’s no address on the resource absence, optimization uses the resource’s home base to calculate travel time to the next service appointment. For a more precise travel estimate, add an address to the absence, such as the location of the previous appointment or an address for the break."

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Hello.  

We have a field Work_Type__c picklist field on the Milestone object that references a Picklist value set. We want to instead add picklist values manually. Is this conversion possible or do I have to create a new pick list field and then add my picklist values manually? 

 

Thank you, 

Nancy  

 

#Salesforce Field Service  #Field Service Lightning  #Salesforce FIeld Service Lightning  #Global Value Sets  #Salesforce Admin  #Salesforce  #Salesforceadmins  #Systems Administrator

4 réponses
  1. Forum Ambassador Divya Chauhan
    9 sept., 06:59

    Hi Nancy, 

    No, you can't convert it  — Salesforce doesn't provide a button/toggle in Setup to switch a picklist from "uses a Global Value Set" to "enter values manually"

    (or vice versa) for an existing field. 

     

    Go to Setup → Object Manager → Your Object → Fields & Relationships → Your Field 

    Click Edit 

    You'll see the picklist is tied to a Global Value Set — there is

    no option

    here to detach it and switch to manual values. This choice is locked in at field creation and isn't editable afterward. 

    Hi Nancy, No, you can't convert it — Salesforce doesn't provide a button/toggle in Setup to switch a picklist from

     

     

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Hello.  

We have turned on Account Plans in our Sandbox environment. For the Relationship Map we would like to somehow show a parallel org chart. For example. The CEO of Google and the CEO of our company Syska Hennessy Group. Is this possible?  

 

It seems that the native Salesforce Account plans is limited regarding customization.  

Please let me know if further information is needed.  

 

Is there another account plans tool that is recommended that offers more flexibility to make customizations? 

 

Thank you,  

Nancy 

 

 

 

#Account Planning  #Salesforce Admin  #Systems Administrator  #Salesforce  #Salesforce Developer  #Salesforce Field Service  #Salesforcecommunity  #Salesforceadmins

5 réponses
  1. 8 sept., 12:10

    @Nancy MagalhaesOne limitation I’d consider is the underlying data model: the native Relationship Map is primarily account/contact relationship-focused, so a true side-by-side “customer org + our internal org” hierarchy is difficult to maintain dynamically.

    If this is a recurring sales use case, I’d model the internal stakeholders and customer contacts as related records with an explicit relationship type (Decision Maker, Executive Sponsor, Account Owner, etc.), then surface those relationships through a custom LWC. That would keep the visualization data-driven instead of relying on manually added cards, while still keeping everything inside Salesforce.

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Hi all,

I'm trying to use Maintenance Plans, specifically the "Generate on a floating schedule" functionality. My understanding is that this should allow the system to reschedule subsequent Work Orders based on the completion date of the previous one.

Here is my scenario and what I am trying to achieve:

  • I set the frequency to every 30 days (on the Maintenance Work Rule, linked to the Maintenance Asset).
  • The first Work Order (WO-1) is scheduled for November 15.
  • The next Work Order (WO-2) is therefore initially planned for December 15.

My expectation (the "floating" logic):

  • Scenario A: If I complete WO-1 early on November 10, the next Work Order (WO-2) should be automatically rescheduled for December 10 (30 days after the new completion date).
  • Scenario B: If I complete WO-1 late on November 20, the next Work Order (WO-2) should be rescheduled for December 20.

The Problem: I have run several tests, but it seems that the SuggestedMaintenanceDate on the next Work Order never gets updated. It always stays at the original December 15 date, regardless of when I complete the first Work Order.

My Questions:

  1. What configuration am I missing to make this floating schedule logic work correctly?
  2. Which specific DateTime field on the completed Work Order does the system use to trigger this recalculation? Is it the EndDate on the Work Order object, or the ActualEndTime from the related Service Appointment?

Thanks so much for your help,  Salvatore

@* Salesforce Field Service * 

4 réponses
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Hello.  

 

Are there any trailhead recommendations that I can take for Einstein Activity Capture.  

I am looking to get this turned on for our firm.  

 

 We use Outlook.  

 

Thank you, 

Nancy 

 

 

 

#Systems Administrator  #Salesforce Admin  #Salesforce  #Salesforce Field Service  #Salesforcecommunity  #Salesforceadmins  #Einstein For Service

1 réponse
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I disabled the Calculate travel and breaks setting in Field Service Settings but the travel time is still being calculated!!

Is there any other settings that I missed that would allow me to prevent the travel time calculation?

5 réponses
  1. 3 mars 2023, 14:52

    So I don't recall ever having to do this, but you might try disabling the routing methods to see if that has any impact at all.  Usually that checkbox for Calculate Travel and Breaks should do the trick, at least in my experience.

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Hi all, in the Field Service mobile app (iOS), the Schedule tab appointment card shows the date month-first

("Tuesday, Aug 25, 2026") instead of UK day-first ("25 Aug 2026"). The times on the same card are fine (24-hour), so it's just the date ordering. 

 

Org Default Locale, the mobile user's Locale, and the device Region are all English (United Kingdom)

(ICU formats). There's no date-format option in Field Service Mobile Settings. 

 

Is this a known issue, and is there any supported way to control the date format on the card?

Thanks! 

 

Why does the Field Service mobile Schedule card show US date format (

 

 

 

#Salesforce Field Service

1 réponse
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Hi,

I have created the document builder template and has given the necessary permission sets but still service document action is not visible in field service mobile app. Can anyone help me with this,What I am missing?

7 réponses
  1. 26 août, 07:51

    @Heiko Lindner

    , 

    so In FSL mboile app we can find this button under service report not specific object am I right even though we have added it specific object page layout.

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Hello,  I need to see where a service resource's location was 2 years ago.  I do have 'Collect Service Resource Geolocation History' enabled.  Will this allow me to report on the service resources location in the past 2-4 years?   

2 réponses
  1. 26 août, 05:47

    I m having issue creating a report to the geolocation of all service resources in the past.  I'm fairly new to Field service cloud but with the help of AI , I have checked things are turned as required to get this report but my report is still not showing previouse Geolocation from the service report history.  I also read that Apex or flow is required in order to get report on past geolocation of any resources.   

     

     

    Can someone please help? 

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