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You’ve always offered your customers top-notch service—then you boldly turned up the volume by deploying Field Service Lightning across your enterprise.

One of Field Service Lightning’s key tools is its Service Appointment Optimizer. This tool automatically process large batches of incoming job requests. In Optimizer language, a job request means scheduling one resource — a field technician, for example — to one service appointment, at one designated time slot. This consolidates and saves from needing multiple resources at the enterprise scheduling level.

Out of the box, Job Optimizer enables organizations to schedule and process up to 50,000 job requests per day. Magnet360, a leader in Field Service Lightning configuration, customization and deployments, has created a solution to build onto Job Optimizer’s functionality, and enable organizations who need it to process even more job requests. When we created this enhancement, we realized that our Job Optimizer solution had to meet four key criteria in order to be successful:

  • First, it had to break out the total number of job requests in a given Optimizer batch in such a way that the total will remain under 5,000. Thus, the solution works within the existing Field Service Lightning framework and makes no changes to the software or platform itself.
  • Next, the solution had to work exactly the same way under all conditions. This means that a manually initiated Job Optimizer request will see the same results as an automatically scheduled Optimizer session.
  • The solution also had to account for the fact that in Optimizer, if the first batch fails, subsequent batches continue to run.
  • Finally, we wanted the solution to limit the data that an Optimizer request processes to only service appointments with an “unscheduled” status. This last criterion is important for paring down the total number of job requests at the outset.

Magnet360 uses its new custom Optimizer add-on to create a uniquely-tailored solution to expand Field Service Lightning’s functionality. The solution groups data into subsets, divided into categories such as service territories, then limits queries only to service appointments with an “unscheduled” status. This solution can be customized for any enterprise that regularly needs to optimize more than 5,000 job requests on the Field Service Lightning platform.

Magnet360’s deep Field Service Lightning expertise and industry-leading resources empower us to offer our customized solutions to businesses like yours. If you’re ready to amplify your Salesforce Field Service Lightning possibilities, contact us at: