Use & Optimize: Field Service: Schedule Optimization

Overview

Learn how to optimize your field service scheduling to formulate the optimal schedule for your team and customers. Schedule optimization can help comply with SLAs, address last minute challenges, and minimize surprises. Our experts will show you how to create an optimal schedule based on your priorities and constraints. This video will cover: • different types of optimization options • how to prepare your org for schedule optimization • how to set up and run optimization jobs For additional resources and information mentioned in this video, or to sign up for an individual follow-up session (available to Premier and Signature Success Plan customers), click here: cs.salesforce.com/portraits/aCe3y000000bmoTCAQ 0:00 Intro and Overview 0:15 Learning Objectives 0:45 Benefits of Scheduling Optimization 1:20 Types of Optimization 2:42 DEMO: Checklist: Preparing for Optimization 4:08 DEMO: Schedule & Run Optimization Jobs 5:55 Considerations and Best Practices 7:40 Recap and Next Steps/Outro #Salesforce #ExpertCoaching #SalesforceSupport #SalesforceHowTo #Accelerator #ExpertCoachingVideo #FieldService #ServiceCloud #FieldServiceLightning #MapAnything