You can now use Visual Remote Assistant for Experience Cloud Salesforce Field Service Spring ’22 update to engage via video, request a remote assistance session, and improve your two-way video meeting experience. Updates In Field Service Customer Engagement The new work order is linked to that account, and the work plans are related to it. Then you must establish a work plan selection rule and choose an account. After creating a work plan template and the associated processes for an account. This modification affects the Enterprise, Performance, Unlimited, and Developer editions of Lightning Experience. You can tie these requirements to the work order allocated to the company’s account using account-specific work plans. A corporation, for example, could have safety and security policies in place for its mobile staff. Updates In Field Service Administration Managementįlows and procedures can now be linked to Work Plans. After that, choose the field to match on, the operator, and the match value before saving the filter criteria. Then, choose a Logical Operator to determine whether the criteria are legitimate if all conditions are true or if at least one condition is true. Select Maintenance Work Rule as the Source Object and Asset as the Filtered Object to use this feature. One can create a plan using any criterion. This new upgrade in Salesforce Spring ’22 release notes in the Field Service of Asset management lets you avoid downtime by scheduling preventive maintenance for your assets using maintenance work rules. Updates In Field Service Asset Management If you go over the limit, you’ll get an error and your modifications won’t be stored. Now, the amount of Service Appointment Share records in a single batch is now limited to 50,000 records when your users update service appointment statuses. Limited Service Appointment Status Updates.Additionally, you can hide the Gantt’s last-seen time markers. You can hide real positions and actual routes from the dispatcher console map and resource map by assigning permissions. Salesforce now enables people to fine-tune privacy protection by allowing them to choose who can see where mobile workers are. Get Candidates then takes into account worker preferences as well as other constraints, such as limiting nonstandard shifts. Furthermore, you can construct a fair and well-balanced shift schedule by adopting objectives and guidelines that take into account workers’ preferred hours. You can also use the Get Candidates action to make it simple for shift managers to discover and assign a service resource. Background colors can be seen in the dispatcher console Gantt and the shift calendar. Shift managers can now apply backdrop colors to shift templates, allowing them to quickly build color-coded shifts. When your team generates shifts, they can apply multiple backdrop colors to reflect different shift kinds, such as job profiles.
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