---
schema_version: "1"
id: 9bd16ca6053b1741e634538f1c48736bfd3e5b6f19b7d77ac07e5c8cc7b93686
title: Set Up Scheduling and Optimization Insights
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_es_insights_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_es_insights_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f3a1379aae89910185fb83548d519536b844b49ca3f1f03af53d107396717552
description: Install and configure the Scheduling and Optimization Insights app to get real-time visibility into the usage, performance, and business outcomes of automated scheduling.
products:
  - Field Service
release: "264"
---
# 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.

In Setup, click **Salesforce Go** at the top of the Setup menu. Then, search for `Field Service`. Click the **Enhanced Scheduling & Optimization for Home Org** tile.

## Prepare to Install

For optimal data analysis, make sure all Data Cloud requirements are met before proceeding with the app installation.

- Service Data Kit: Install or update to version 7.0.
- Data Space Setup: Create data streams in your designated data space by using the Service, Field Service Related, and Field Service Core Data Bundles.
- Managed Package Objects: Make sure that data stream creation is complete for all Salesforce Field Service managed package objects.

## Assign User Permissions

To ensure the right team members have access, click **Manage**.

- **Select a Permission Set**: Choose between Tableau Next Limited Consumer (for read-only access to freemium apps) or Data Cloud User.
- **Filter and Find**: Use the Users filter to view "All" users or those already "Assigned."
- **Grant Access**: Select the checkbox next to the user’s name and click **Assign**. Keep an eye on your license count. The dashboard shows exactly how many seats you have available versus assigned.

## Install Field Service Scheduling & Optimization Insights

Under Install Field Service Scheduling & Optimization Insights, click **Manage**.

- Set up Data Cloud:
    - **Data Space**: Select the data space for your app.
    - **Standard Rates & Factors**: Enter your organization-level constants.
        - **Average Technician Hourly Pay Rate** (required): The fully burdened hourly cost (salary + benefits) of a field resource. Used to calculate the monetary value of technician hours saved.
        - **Average Distance Cost Per Unit** (required): The average cost of fuel and maintenance per unit of distance (for example, cost per mile or kilometer).
        - **Average Fuel Efficiency** (required): The average miles per gallon or Kilometers per Liter across your service vehicle fleet.
- Enter details about the install:
    - **App Name**: Provide a unique name for this installation instance.
    - **Description**: Add details such as the installation date, version, or intended business unit.
    - **Log Level**: Adjust the level of details to include more information.