Get real-time visibility into optimization and scheduling usage, performance, and business outcomes so teams can confidently invest in what drives impact.
If you're setting up Scheduling and Optimization Insights with Salesforce Go, start your implementation by understanding the default, out-of-the-box logic that drives scheduling and optimization insights.
| Deployment Step | Description of Step (Object/Perms/Config) |
|---|---|
| Turn On Data Cloud Org for Field Service | Connect Field Service data to your org to bring customer, asset, and service data into one place. This gives your team a complete view of every customer and helps deliver more personalized, efficient service. |
| Assign Tableau Next Limited Consumer permission set | Assigns it to the user who turns on Enhanced Scheduling & Optimization (Beta). |
- Set Up Scheduling and Optimization Insights
Install and configure the Scheduling and Optimization Insights app to get real-time visibility into the usage, performance, and business outcomes of automated scheduling. - Start Populating Data for Enhanced Scheduling and Optimization Insights
The Start Populating Data toggle in Salesforce Go turns on lifecycle tracking to capture historical service appointment changes in Enhanced Scheduling and Optimization Insights. - Using the Enhanced Scheduling and Optimization Dashboard
The Enhanced Scheduling and Optimization (ESO) dashboard provides a comprehensive view of automated scheduling performance, focusing on two key areas: optimization and scheduling. Both dashboards offer intelligent recommendations that help you improve scheduling and overall field service capacity.