Salesforce field service gantt chart I went to Field Service Admin --> Field Service Settings --> Dispatcher Console UI and tried to set the dropdown on "Drag jumps on gantt" to 0. Learn to customize for efficiency and enhance service delivery. Create Service Crews Set up teams who can be assigned to field service appointments as a unit. The standard fields are documented in the ServiceResource object reference. 2. Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. Mostrar mais Marcar como Oct 12, 2023 · Gantt chart View with connected lines I am facing challenge in listing the service appointments on the Gantt chart. Start using Salesforce Field Service to help boost customer satisfaction and retention. The gantt chart doesn't show the actual slots of those appointments. The loading speed remained quick despite loading a large number of elements. Disponível em: Salesforce Classic (não disponível em todas as organizações) e Lightning Experience Os recursos principais, o pacote gerenciado e o aplicativo móvel do Field Service estão disponíveis nas edições Enterprise, Unlimited e Developer. This way, your team can work efficiently and maintain service levels. Understanding that only users with a FSL Dispatcher license can access the Gantt Chart has anyone found a different way to allow View Only access to the Gantt. Learn key strategies for success in scheduling. We will use Google Gantt Chart script and we will customize it to display Gantt Chart dynamically in our Salesforce Org. Even though from UI when tried creating an Non Availability Absence its not showing in Gantt Chart rather it appears in the Backend in Service Absence Discover the benefits of Field Service Management from Salesforce. Our scheduling team was using that record type for specific resource absences and they need to be able to see the Gantt label in there scheduling processes. Discover how to set up the dispatcher console for Ursa Major's Field Service team. Although I tried many times to drag and drop Service Appointments to the Gannt Chart I was unable to do it. The documentation explains how to use Gantt Palettes to color-code service appointments and provide visual cues to the dispatchers. Dispatchers need to access multiple pieces of information simultaneously in order to determine who is best for the job. If you are looking for a fully customizable Gantt chart with great performance, Bryntum Gantt is a good choice. Schedule Appointments from the Dispatcher Console You can schedule service appointments from the Field Service dispatcher console by using the mass schedule action or by dragging them onto the Gantt. 2021, 17:58 In this article we unpack the various ways project managers can create a Salesforce Gantt Chart, including benefits and features. When a dispatcher is performing Drag and Drop scheduling of Service Appointment (SA) on the Gantt, then it moves back to original place with the below erro Create Flexible Work Shifts Create shifts that define availability for your mobile workers in Field Service. 61K subscribers Subscribe Salesforce HelpLoading × Sorry to interrupt CSS Error Refresh This is a Field Service managed package feature. As a Dispatcher, I need service appointments to be labeled in an easy to use manner on the Gantt so that I can more easily navigate and understand the schedule. Hi Pavlo, this is expected behavior with capacity based resources. In a field service operation with numerous service territories, the faster you can control which territories are shown, the better! Customize the Field Service Dispatcher Console Make the dispatcher console work for you! Adjust the time frame and contents of the appointment list and Gantt, customize each section’s layout, create custom actions for dispatchers, and create custom appointment list filters. EXAM Universal Containers (UC) has enabled Salesforce Field Service and installed the managed package. Custom Gantt Actions - Field Service Lightning FSL Explained 1. It features a dynamic map and a highly customizable Gantt chart showing upcoming appointments, active team members, and more. References Salesforce: Service resource not appearing on Gantt chart in Field service lightning Helpful? Please support me on Patreon: / roelvandepaar With thanks & praise to God, and with thanks to the many Then whenever a status change happens, automation would query for the Custom Metadata Table, compare the status, grab the hex code, and then put that into the Gantt Color Field. Work in the Field Service Dispatcher Console The Field Service dispatcher console is the main working space for dispatchers. Learn what determines calculation of travel in the Gantt. By using reshuffling and sliding together, service appointments on the Gantt On the gantt chart there is a lot of wasted space taken up by the non working hours is there a way to remove this grey space and just show the working hours. Get hands-on now! Reschedule Service Appointments in Field Service Reschedule service appointments manually or let Field Service do it for you. Dez. Here are some of the things you can do. Add a custom icon to the Gantt. de 2021, 17:58 In this article we unpack the various ways project managers can create a Salesforce Gantt Chart, including benefits and features. We will use Google Gantt Chart scripts and we will customize it to display t Set Up Sliding and Reshuffling for Scheduling and Appointment Booking Free up time for scheduling more appointments when using Field Service appointment booking and scheduling. Where do you change the weekend to sat/sun so it displays on the gantt chart properly? Mar 2, 2023 · Gantt chart timezone: Territory Timezone Tried the Get Candidates action on WO -> Returned correctly the only available resource -> Technician A but the slot was for 06:00 six hours behind the earliest start permitted (CEST - EST 6 hours difference) Where do you change the weekend to sat/sun so it displays on the gantt chart properly? Manage Field Service Crew Membership Efficiently manage your service crews to accommodate a fast-changing field service schedule. May 12, 2020 · Service resources are having matching territory and matching skills. Accurate routing is essential for optimal scheduling because it provides more accurate travel time predictions so that mobile workers can Schedule Service Appointments for Field Service You can schedule service appointments in several ways. Although it is customizable Custom fields associated with an appointment to complete work for a customer in Field Service. Create Custom Appointment List Filters Create custom filters in Field Service to control which appointments appear in the dispatcher console service appointment list. Is there a way through which we can change the start and finish time shown on service appointment while hovering the mouse over it on the gantt chart. 0 Me gusta 2 May 8, 2025 · I'm trying to create a custom action on the gantt that: Shows the value of a couple fields, Updates the status, Requires the user to select a cancel reason from a picklist Requires the user to enter Steps to remove the reschedule option, which will be visible after right-clicking on the service appointment in the GANTT or Dispatch console. Where: This feature applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with the Field Service Lightning managed package installed. Jul 12, 2020 · In this blog you will learn to create Gantt Charts in Salesforce Lightning. So, considering the message from @Antje Kunkel, you can be confident that this is a "known issue" Dec 5, 2013 · Making The Gantt Chart Intelligent In order to create a service plan Gantt chart like this, field service organizations at least require the following information: Customer, customer location, duration to execute the service order, service order due date, description of task and priorities. Login to your org > Go to "Field Service" app (basically the Dispatcher view) > Field Service > GANTT > Filter> Hours. As a potential workaround, you could potentially use a count work rule with a standard service resource, which can treat them like a capacity-based resource, but apply a limit on how This is a Field Service managed package feature. You can see each resource’s utilization percentage for a particular day or over multiple days, and sort resources in the Gantt by utilization. Instead, it just shows how utilized that resource is in term's of capacity. When a service appointment is unscheduled, it’s removed from the Gantt and its assigned resources are removed. For work orders, complete the Service Territory field. Define a service resource’s capacity so they aren’t overbooked during schedule optimization. Maps show you a visualization of all Service Appointments (Green Vans), Home Base Locations (Red Houses), and Last Known Locations (Green People). Mar 10, 2025 · Field Service Lightning: Managing On-Site Customer Support In industries where customer support requires on-site visits—such as utilities, telecommunications, or healthcare—managing field service operations efficiently is critical. Learn how to control which appointments appear in these sections of the dispatcher console. Service resources are having matching territor Learn how to effectively manage, schedule, and dispatch service appointments to optimize your workforce and ensure timely operations. Create records that represent your field service workers, dispatchers, and call center reps, and add details about their skills, location, and availability Set up Learn how to optimize your Field Service Dispatcher Console experience by customizing the time horizon for appointments, adjusting the Gantt chart display, and personalizing its color palette. Jul 10, 2023 · Prerequisites for Using Salesforce Field Service Shifts Before you can leverage shifts within Salesforce Field Service, it’s important to ensure that your Salesforce org meets the following requirements: At least one service territory: Service territories define the geographical areas where your organization provides services. Learn how to handle unexpected situations in field service management. Likewise, WBS Gantt-Chart for Jira and Salesforce Field Service Lightning have a user satisfaction rating of 95% and 100%, respectively, which suggests the general feedback they get from customers. * Salesforce Field Service * Welcome! This group is dedicated to your success with Salesforce Field Service. Create and share a custom filter for service appointments. Is there a way to get a view like this and not just spill over for all the days in gannt? IdeaExchangeLoading × Sorry to interrupt CSS Error Refresh Oct 11, 2023 · In this tutorial, we’ll create a Bryntum Gantt Lightning web component. From the App Launcher, find and open the Field Service Admin app, and then click the Field Service Settings tab. Sep 22, 2022 · Drag the Service Appointment from the Service Appointment List (left hand side) to the Gantt chart to “Service Resource (Crew)” Service Appointment -> your Service Appointment record -> if you check the ‘Assigned Resource’ related list, then you can see that the Service Appointment was assigned to the 3 Service Resources. Get started today! Hi Everyone, we are new to FSL (Field Service Lightening) and question about the Gantt chart dates (see attached). So, considering the message from @Antje Kunkel, you can be confident that this is a "known issue" FYI @Louis Roa, I have just upgraded my Field Service package to 240, and the sort order of Service Territories on Gantt has immediately changed. View Field Service Resource Utilization To make smarter scheduling and hiring decisions, view your service resources’ individual utilization percentages. Salesforce’s Field Service Lightning (FSL) is a powerful tool designed to streamline on-site customer support, from scheduling and dispatching technicians to Learn about the Dispatcher Console in Salesforce FSL, its UI, Gantt charts, service appointment scheduling, mapping tools for efficient field service management Custom fields associated with a time period in which a service resource is unavailable to work in Field Service. A green dot (Live Resource) would be appearing when the Service Resource is logged into the mobile and available - provided, the geo-tracking is ON, location coordinates are updated and the LastKnownLocationDate field is within the past 30 minutes Oct 20, 2021 · Gantt View for non-dispatchers Hello, I'm rather new to Field Service, and have a very simple question. Which steps should the Consultant take to meet these requirements? A . ServiceResource Custom Fields Custom fields associated with a field service technician or crew in Field Service. For example, a wellhead repair crew might include a hydrologist, a mechanical engineer, and an electrician. To search for resources within the resource list, enter two or more characters in the search field. This is causing confusion. To manually check rules on demand for all loaded services on the Gantt, click Check Rules next to the scheduling policy. This group is dedicated to your success with Salesforce Field Service. Sep 25, 2020 · Salesforce Gantt Chart provides information like start and the culmination of each activity, point of overlapping or intersecting of two activities, start and end dates of the particular project. Customize the color of the Field Service Gantt chart The 'Gantt Color' field, API name: FSL__GanttColor__c field, on the Service Appointment object can be updated to accommodate any color using a hexadecimal code (including the #). Color-Code the Gantt Help dispatchers compare service appointments in the Field Service dispatcher console Gantt and map by creating custom color palettes based on a service appointment field. Learn how to change the time horizon, display more days on the Gantt, and adjust the color palette in your field service management console. For example, create a palette that displays appointments in a custom color spectrum based on the proximity of the due date. Each release includes Salesforce Help Docs Salesforce Spring ’19 Release Notes Field Service: Crew Management, Gantt Customization, and Maintenance Plan Improvements Create, update, and view service crews with an all-in-one crew management tool. For example, you can control access to bulk actions, such as dispatching, optimizing, and scheduling, or the ability to drag appointments in the Gantt. UC wants to ensure that Technicians can update their own appointments' status using the Dispatcher console Gantt chart. Jun 13, 2020 · Master effective scheduling by balancing business priorities and optimizing field service. Sep 22, 2021 · Learn to adjust calendar view, customize push notifications, add quick actions, and create flows for efficient field service operations. Is there a setting that we can change to enable this? 1 J’aime 1 réponse Partager Show menu 1 réponse Tri Trier par ordre d’utilité Trier par ordre d’utilité Trier par date Derek Anderson (Salesforce) 22 juil. Create Permission Sets and assign the Salesforce Field Service Mobile Permission Set to Service Salesforce Field Service’s several tools and features can completely transform your employees’ and customers’ experiences. To open your filter settings, click the filter icon in the top left-hand corner of the Gantt. Simplify your preventive Is there a way through which we can change the start and finish time shown on service appointment while hovering the mouse over it on the gantt chart. Set Up Routing for Travel Time Calculations Salesforce Field Service routing calculates travel times to determine the best route for mobile workers traveling to service appointments. Sep 25, 2020 · Salesforce Gantt Chart provides information like start and the culmination of each activity, point of overlapping or intersecting of two activities, start and end dates of the particular project I had a request come in today wanting to color code the GANTT chard for jobs that are in jeopardy. Dispatchers can view and filter service appointments in the appointment list and in the Gantt chart. Even better, talk to an existing user of the software and ask for their feedback regarding the application in question. Or, configure which users can drag appointments from the list or map to the Gantt. In the Gantt chart, for some Service Appointments there is a routing/travel indication on the chart, for others there is not. Enable Multiday Field Service Appointments Some Field Service industries have service appointments that span multiple days, for example, utility infrastructure repairs and installations. Add a custom icon field to the page layout for service appointments. Delete the service appointment. Base your filters on service appointment fields and add custom logic. Deal with absences, emergencies, and define service areas with ease. You can also configure show/hide weekends, Highlight weekends and long term view from Hours filter setting. Please check your settings for - Show secondary Service Territory Members on Gantt chart - Gantt chart timezone under Dispatcher Console -> Gantt Configurations and verify that they are the same as in the sandbox Set Custom Permissions for Field Service The Field Service managed package includes custom permissions that control users’ access to actions and views. With sliding, service appointments on the Gantt can move to an earlier or later time, within the resource’s availability for the same shift. FYI @Louis Roa, I have just upgraded my Field Service package to 240, and the sort order of Service Territories on Gantt has immediately changed. It enhances the entire field service team’s performance by unifying everyone around a single comprehensive view of your customers. Use this group to review resources, ask questions, help each other, and share experiences. Right-click one or more appointments on the Gantt chart or list and click Check Rules to manually check rule violations for selected service appointments. Or in other wordsactivate the Gantt Locker by default and deny deactivating the toggle. May 12, 2020 · So as title suggests i am not able to see Service resources in the gantt chart in FSL,although There is no filter applied in resources filter section. For multiday appointments I need a view to only show the working hours on that day by either connecting using lines or dots like in the attachment. Separate multiple keywords with a comma, which applies an OR condition to the search. Few absence records are not showing in the Gantt Chart which is inserted through Data loader in the Service Absence object. A service crew is a group of service resources whose combined skills and experience make them a good fit to work together on appointments. Simplify your preventive FYI @Louis Roa, I have just upgraded my Field Service package to 240, and the sort order of Service Territories on Gantt has immediately changed. For example, you can create a read-only view of the Gantt for service managers. Jun 26, 2022 · Field Service Optimization: Everything You Need to Know One of the most valuable features Salesforce offers is the field service optimization module that can digitally transform your entire field operation — make your workforce more efficient and create a better experience for your customers. Running a field service business means managing numerous moving parts. 2022, 20:18 Can you validate that within Field Service Settings > Dispatcher Console UI > Gantt Configurations you have enabled 'Show Secondary Territory Members on Gantt Chart' setting? Nov 10, 2025 · Salesforce Salesforce Certifications FIELD-SERVICE-LIGHTNING-CONSULTANT Questions & Answers Question 111: Universal containers (UC) have enabled field service lightning and installed the managed package. Learn about field service roles, operations, and special features. The Dispatcher Console is designed with a split panel (showing the Gantt chart on the right-hand panel), tabs, and selectors to toggle between policies. A service appointment inherits its parent record’s service territory when the parent is a work order or work order line item, but you can set a unique service territory on an appointment. Then, click Dispatcher Console UI | Gantt Configurations. Ensure May 23, 2023 · Salesforce Field Service continues to shine with market-leading features and functions that allow companies to serve their customers with business processes that keep them at the competitive forefront. サービステリトリーによる Field Service ガントチャートの絞り込み ガントチャートのテリトリー検索条件で、ガントチャートや予定リストにどの予定を表示するかを管理します。サービステリトリーが多数あるフィールドサービス業務では、表示するテリトリーを迅速に管理できれば、効率性が Set Up Field Service Appointment Bundling Group short appointments at nearby or same-site locations to create a bundle. Every Salesforce release improves an already great product with new features and updates to existing features that ensure Salesforce is at the front of the FSM pack. I could create a formula field that displays an icon and make it visible as a field on the service appointment, but was wondering if there was a better way of accomplishing this. Create Custom Appointment Icons Add custom icons to service appointments on the Field Service Gantt, map, and appointment list so dispatchers can quickly identify appointment characteristics. After completing this unit, you’ll be able to: Enable filters for the dispatcher console. The scheduling policy selected at the top of the appointment list Customize the Dispatcher Console with Field Sets Use field sets to control which fields appear in different sections of the Field Service dispatcher console. For example, choose which fields appear as columns in the appointment list. For example, a call center rep can use the Book Appointment or Candidate scheduling actions from the record feed, or Auto Schedule from the appointment itself. Even though from UI when Learn how to enable field service, configure settings, create users and service resources for efficient service management. UC wants to ensure that technicians can update their own appointments' status using the dispatcher console Gantt chart. Help dispatchers compare service appointments in the Field Service dispatcher console Gantt and map by creating custom color palettes based on a service appointment field. Join the conversation here to stay up to date on the product, learn best practices, and everything in between. For example, jobs that are close to missing their arrival window, or the arrival window was missed. Delete the assigned is it possible to create a filter for the gantt chart (not the list) so that the dispatcher can select certain values from a look up field (Name of Customer Project) and have only the service appointments displayed that have the selected Name of Customer Project (meaning the correct value in the Look Up field)? In this video you will learn to implement the Gantt Chart in your Salesforce org. See full list on salesforceben. Create crews, find and add members with the right skills, adjust membership dates to match appointment times, and view all crews’ schedules and members in one place. Oct 7, 2024 · This video tutorial shows how you can use the Salesforce object manager to create something approximating a basic timeline indicator, in essence something that looks like a simple Gantt chart without being a real Gantt chart: In this video, learn how to maximize your Field Service Management (FSM) efficiency using the Dispatcher and Gantt Chart features in conjunction with Field Service Lightning (FSL). As a potential workaround, you could potentially use a count work rule with a standard service resource, which can treat them like a capacity-based resource, but apply a limit on how Hi I am Implementing Service Appointment for long duration like 40 to 50 hours , when I am scheduling it on Gantt chart auto schedule doesn't work also when I manually assign it to tech it covers all non working hours also (weekends etc) is there any work around for this? This is a Field Service managed package feature. This would help our dispatchers see the Gantt chart at the 2 week view as we have jobs that go on for days weeks and sometime months. LWC allowed for us to develop a detailed and scalable component. Nov 10, 2025 · Reference: 📖 Salesforce Field Service Documentation on Customize the Gantt Chart. You can unschedule an appointment in the following ways. Help dispatchers work more efficiently in the dispatcher console with custom Gantt icons, improved filtering, and new color-coding options. Review the use cases to gain a better understanding of how the tools differ and which tool best suits your needs. With Field Service, you get the tools that you need to manage work orders, scheduling, and your mobile workforce. Salesforce has a free sample Gantt chart Lightning web component for resource allocations, but it’s functionality and flexibility is limited. If your operation spans multiple time zones, follow these guidelines when creating records. Shifts can vary from day to day or week to week so that you can assign workers for time periods that don’t follow a rigid pattern, such as rotating on-call duties or occasional overtime. Service resource is assigned territory and that territory is selected in dispatcher console. Define Capacity-Based Resources Typically, contractors in field service can work a specified amount in a given time period. So, considering the message from @Antje Kunkel, you can be confident that this is a "known issue" May 8, 2025 · I'm trying to create a custom action on the gantt that: Shows the value of a couple fields, Updates the status, Requires the user to select a cancel reason from a picklist Requires the user to enter Steps to remove the reschedule option, which will be visible after right-clicking on the service appointment in the GANTT or Dispatch console. A dispatcher can manually drag an appointment from the Appointment List or the Gantt to schedule it, or use the Schedule action What is controlling Travel Time arrows on the Gantt Chart? Since the latest release one territory on our Gantt chart has started showing arrows for travel times. Jul 13, 2025 · Dispatcher Console Scheduling in Salesforce Field Service is managed by the dispatcher using the Dispatcher Console UI. With multiday service appointments you can schedule service appointments that span resources' nonavailability without rule violations. Master dispatcher console settings for effective scheduling, including time zone changes and field customizations. Which steps should the consultant take to meet these requirements? A In the easiest case I would like to make the Gantt Chart Read Only, so that service appointments can't be moved on the chart itself. Create records that represent your field service workers, dispatchers, and call center reps, and add details about their skills, location, and availability Set up Running a field service business means managing numerous moving parts. Status transitions are ignored when you delete an assigned resource or unschedule service appointments from the Gantt. Work with Resource Absences To make it easier for you to work with resource absences, create and edit resource absences directly on the Gantt, view overlapping absences scheduled to the same resource, hide unapproved absences on the Gantt and show resource absences on the dispatcher console map. Aug 18, 2022 · Open Field Service Dispatcher Console with specific Gantt Filter Salesforce Field Service Dispatcher Console is a powerful tool for planning work for your field agents. com Feb 10, 2022 · The Field Service dispatcher console is the main working space for dispatchers. Now they have to hover over each entry to see details about the absence. Dispatchers can create private filters or share them with others. For example, use a custom icon to indicate that an appointment is for a VIP or first-time customer. When you are on the chart, the chart is showing the current day that you are viewing the chart (in the grey area, middle of chart) and the top is showing whatever day you have it set to. Is there a setting that we can change to enable this? 1 curtida 1 resposta Compartilhar Show menu 1 resposta Classificar Classificar por mais útil Classificar por mais útil Classificar por data Derek Anderson (Salesforce) 22 de jul. This is a Field Service managed package feature. From the Field Service GANTT chart, when clicking on the Service Appointment, SA details are not pulling through. Enhance your Field Service experience now! Filter the Field Service Gantt by Service Territory The Gantt territory filter controls which appointments are shown in the Gantt and appointment list. Principal - Field Gantt-Chart is a sample component that demonstrates what can be built with Lightning Web Components (LWC). By default, the Gantt is sorted by service resource name. 2021, 17:58 Are you logged in as an admin or a dispatcher user? If a dispatcher are you using a completely private sharing model? If you navigate to the Service Resource tab, can you see the resource that isn’t appearing on the Gantt? Have you validated the date you are viewing on the Gantt matches up to when the Resource’s Service Territory Member Record Starts? Steve Hupp Sr. luzqdd hawebi bpiwa nqwlkv qbrrpg uzzcaoi jecxm sjrdw czvps fws evwmkiv pzevu rqlibf flzkpwc hxvigjv