I am taking the trailhead for Customizing a Scheduling Policy.
Here are the steps I'm working on :
First, Maria experiments with increasing the weight of the ASAP service objective.
- In Guided Setup, click the scheduling policy. Maria clicks Ursa Major Customer First.
- Scroll to Service Objectives.
- Drag the slider to the desired weight. Maria sets ASAP to 5 and Minimize Travel to 1.
- In the service appointments list, select Optimize.
I don't see Optimize on the Schedule policy or on the Gant. Where do I find this? there is no list of service appointments on the Field service screen with the gannt or on the policy itself.
5 answers
Divya Chauhan (Kcloud Technologies) Forum Ambassador
Hello@Rebecca LeBlanc,
- make sure all previous unit completed in the same org
- Please check prerequisite:- Sign up for a free Developer Edition org with Field Service. from unit Examine Scheduling Policies | Salesforce Trailhead