Enabling Efficiency Factors
To increase the accuracy of Schedule Proposals and Appointment Proposals, you can configure Service Board to use the Efficiency Factor field value in the Salesforce Technician object. First, you configure initial and real-time sync between this field and the Efficiency Factor field in the Resource object in Service Board. Then, to complete the configuration process, you enable the Enable Efficiency Factor setting and configure the Job Filter for Resource Efficiency Factors setting with SMQL query syntax to filter the Job records with which you want to use efficiency factors.
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The Efficiency Factor field is read-only in Service Board, and users cannot edit its value, which is sent directly to the optimization engine when Schedule Proposals and Appointment Proposals are generated.
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To enable efficiency factors:
1. In Max Designer, on the Administration (
) launchpad menu, click Settings, and then in the list view, click Enable Efficiency Factor.
) launchpad menu, click Settings, and then in the list view, click Enable Efficiency Factor.2. On the record page, on the Overview tab, select the Default Value check box, and then in the top left corner, click Save and Close (
).
).3. In the list view, click Job Filter for Resource Efficiency Factors, and then on the record page, in the Default Value field, configure standard SQML query conditions, for example:
svmx_workflow = 'New' AND svmx_priority = 'Medium'
| | You can use any field in the Job object to define queries. Invalid SMQL queries trigger validation errors when settings are saved. |
For more information: