Skip to main content

Summer'20 release of Field Service Lightning

About Us
Published by admin
20 July 2020
23

We have prepared an overview of the most interesting Field Service Lightning features from the Summer'20 release in our opinion.

1. Optimization Insights feature (Beta)

That new feature allows to see results of global optimization. Optimization insights is a set of components that can be added to Optimization request page in Lightning App Builder.


There are three components available: metrics (1), key performance indicators (2), and summary (3).


Summary

That component shows details about the optimization request, such as status, horizon, and territories.

Metrics

Metrics provide an overview of scheduling information, such as how many appointments were scheduled from the pool of optimizable appointments.

KPI

The KPI component displays key performance indicators by territory before and after the optimization. Insights are available for global optimization requests that complete successfully. They aren’t supported for in-day or resource schedule optimization.

2. Count Work Rule type

With the use of Count work rule type in scheduling policy it is possible to restrict appointment scheduling based on assignments, hours worked, or a custom value. It allows you to prevent the overloading of workers or their vehicles. You can assign light workloads to new-hires, or track item quantities that fit in each worker’s vehicle.


3. Enhanced optimization

Enhanced Optimization provides a range of scheduling features that help you address last-minute scheduling challenges, make more informed scheduling decisions, and minimize surprises for your team. Previously, to access in-day optimization, predictive travel, and scheduling recipes, you activated enhanced optimization. That type of optimization is going to become a default method.

4. Opportunity to track Team's Expenses

Expenses let your service resources track costs and associate them to work orders.


5. Use Criteria-Based Sharing Rules for Time Sheets

Previously Timesheets could be shared only based on the record owner. Now criteria-based sharing rules are available.


Thanks for reading, if you need any help with the new Salesforce Summer’20 release contact us. We’d be happy to discuss how we can help you maximize the value of Salesforce.

Contact JET BI expert


Ekaterina Rusakovich
Business Analyst
Question to the expert
Related Articles
All articles
Save the dates! Upcoming Salesforce events are here!
Training is an essential part of the person’s growth as a professional. Especially it’s important to learn something new for developers on an ongoing basis because they are the ones who meet unique business issues and create the best solutions that bring to life any client's wishes. Salesforce has always tried to provide all the partners with opportunities to learn and develop. We present you a useful list of upcoming events from Salesforce that can be an interesting and valuable pastime.
08 April 2021
Augmented Reality for Business. FieldXR Project part 3
In the previous articles, the JET BI project, Structure Sensor SDK, and the problem of identifying the scanned object were described. Also, we considered the calculating algorithm of the found 3D model position for displaying in the scanned object coordinates. Today we perform the process of developing the JET BI FieldXR project.
29 March 2021
How to work with the identified 3D objects. FieldXR project part 2
This post is the second article in the series that covers FieldXR app, an extension for Salesforce Field Service with deep visualization functionality.  We have already raised the issue of collecting 3D information about the real world required for the app’s correct operation. In this article, we will highlight the next two pain points: identifying the scanned object and calculating the position of the found 3D model for displaying in the scanned object’s coordinates.
25 March 2021