Optimize Field Service Routes with Salesforce: Scenarios of Use

• Date: May 2023 •
Estimated reading time: 5 minutes
Chief Technical Officer at Twistellar
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Route optimization is the process of figuring out the quickest and most economical route for your mobile field service agents to travel between appointments. Why should businesses care about its implementation? Because it helps dealing with typical issues of ineffective routing, such as extra expenses on fuel, schedule violation, and customers' frustration.
In this article, we will explore how Salesforce Field Service helps in building and optimizing different routes considering various types of work rules it provides.

Salesforce Field Service: Route Optimization for Diverse Scenarios

Let's consider two examples to understand how Salesforce Field Service can optimize routes for different field service scenarios:

Example 1: Delivery Company Using Trucks

A delivery company uses a fleet of trucks to deliver packages to customers across the city. The company needs to plan the most efficient routes for its drivers to minimize time spent on the road, reduce fuel costs, and ensure timely deliveries.
Salesforce Field Service can help the delivery company optimize its truck routes by considering factors such as:
  • Real-time traffic data
  • Truck capacity and weight restrictions
  • Time windows for deliveries
  • Customer preferences and delivery instructions
  • Driver skills and certifications
By leveraging these factors, Salesforce Field Service can create optimized routes that minimize travel time and fuel costs. The system can also adjust the routes in real-time in response to traffic, weather conditions, or other unforeseen events.
Field Service Lightning Interface
Field Service Lightning Interface

Example 2: Service Representatives Checking Houses

A utility company sends service representatives to inspect and maintain equipment at different houses throughout the day. The company needs to ensure that its representatives can complete their tasks efficiently and within the scheduled time.
Salesforce Field Service can optimize the routes for the service reps by taking into account:
  • Real-time traffic data
  • The number and location of houses to be visited
  • The skills and certifications of each service rep
  • The equipment and tools required for each task
  • The time required to complete each task
Having considered these factors, Salesforce Field Service will plan the most efficient routes for each service rep, ensuring that they complete their tasks on time and with minimal travel. The system can also adapt the routes in real-time if a service rep is delayed or if new tasks are added.
Field Service Lightning —​ Map Schedule
Field Service Lightning — Map Schedule

Salesforce Field Service Work Rule Types for Route Optimization

Salesforce Field Service offers a variety of work rule types that can be used to optimize routes according to specific business needs. Some of the key work rule types include:
1. Match Skills: a service appointment's skill requirements match with a service resource's assigned skills. It can also be used to enforce skill level requirements. This way, the right resources are assigned to the right appointments based on their skills and certifications.
2. Match Territory: a service appointment is assigned only to Field Service Primary or Relocation members of the appointment's service territory. This helps in optimizing routes by assigning tasks to resources that are already in the vicinity of the appointment location.
3. Match Time Rule: limits the scheduling time frame based on an appointment's date and time properties. For example, the Due Date work rule ensures that the appointment's scheduled end is before its due date. This helps in creating routes that prioritize time-sensitive tasks and appointments.
4. Maximum Travel from Home: sets the maximum distance or travel time between a resource's home base and any appointment assigned to the resource. It helps in minimizing mobile workers' travel time and ensures that they can complete their tasks within the allotted working hours.
5. Service Resource Availability: ensures that a service resource is available to perform a service appointment. It can schedule breaks automatically, account for travel time, or set up short breaks between service appointments. This work rule is essential for respecting resource absences during scheduling and ensuring that resources are available for their assigned tasks.
By leveraging these work rule types, Salesforce Field Service can create optimized routes that take into account various factors like worker skills, territories, time constraints, and resource availability. This results in more efficient routing, reduced travel time and costs, and improved customer satisfaction.

To wrap it up

Salesforce Field Service provides a powerful solution for route optimization, making it easier for field service organizations to manage their resources, reduce costs, and enhance customer experiences.
By considering various work rule types and factors such as real-time traffic data, skills, territories, and availability, Salesforce Field Service helps businesses create more efficient routes and adapt to changing circumstances in real-time. If you're looking to optimize your field service routes and exceed customer expectations, Salesforce Field Service is the tool to help you achieve that.
Twistellar's team has carried out a number of industry-oriented projects and we are always open to discuss yours!
Chief Executive Officer at Twistellar Europe

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