Asset 360 for Salesforce

Scheduling and Optimization

Maximize call center, dispatcher and technician productivity with powerful capabilities from ServiceMax Asset 360 for Salesforce

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ServiceMax Asset 360 for Salesforce Field Service

Maximize Uptime and Support Asset-Centric Business Processes

ServiceMax & Salesforce teamed up to deliver the most complete field service offering for both resource-centric and asset-centric needs. This solution–Asset 360 for Salesforce—drives operational efficiency, asset uptime, and customer satisfaction with a 360-degree view of assets on the world’s #1 CRM platform. With better insight and tools, service leaders can shift to outcome-based strategies to propel their businesses forward.

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ServiceMax Asset 360 for Salesforce Field Service

Maximize Asset Performance & Differentiate with Service

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Manage Every Service Request with Maximum Efficiency

Leverage intelligent features to automate and accelerate your scheduling process

Built natively on Salesforce Field Service, Asset 360 is developed on standard objects to take advantage of technologies such as AI, Einstein, and IoT that are inherent in the Salesforce platform.

Asset 360 and Salesforce Field Service work together to deliver schedule optimization that seamlessly tracks from the dispatcher, to the field technician, to the asset—no integrations required. Powered by a schedule optimizer, Salesforce’s dispatcher console generates optimal schedules in real time according to your priorities and constraints.

The dispatcher console includes an appointment list, easy-to-reach scheduling actions, a dynamic Gantt chart, an interactive map, and a highly customizable interface. Schedule optimization helps you comply with service-level agreements and minimize travel time, overtime, costs, and no-shows.

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Practical list view of all service appointments
Apply predefined and custom-built filters
Schedule and dispatch from list view
Use color-coding to quickly understand the status of service appointments
Toggle between multiple time views on Gantt
Configurable utilization view to determine the availability of resources, by team and by individual technician
Define territories as needed, by geography, and by function
Unified view of internal technicians, contractors, crews, and non-human resources
Search, sort and select resources based on type, skills, and business rules
Optimize today’s schedule to navigate last-minute changes
Seamlessly integrated with the Salesforce Mobile Field Service App
Rules-based, optimized appointment booking
Define and apply resource preference to service appointments and work orders by account
Interactive maps views to see
- Planned vs. actual routes of technicians
- Traffic information
- All service appointments and resources in a given territory
Define custom territories by drawing polygons directly on the map
Built-in scheduling metrics
- Total Scheduled Time
- Average Travel Time
- Jobs Completed
- Rule Violations
Directly take actions on the map view
Optimize schedules for individual technicians
Create scheduling recipes for common events
Create and manage scheduling policies
Monitor optimization requests
Set up and run optimization jobs
Create and manage work rules and service objectives
Leverage optimization insights
Create relevance groups with dedicated work rules or service objectives to enforce policies on breaks and travel time
Calculate job duration and traffic time
Define the scope of optimization
Schedule one-time or recurring work orders for customers, and add details about technician preference and required skills and parts
Manage shifts and crews

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