Implement Field Service Enhanced Scheduling and Optimization

Field Service’s Enhanced Scheduling and Optimization replaces the optimization functionality and associated manual and semiautomatic scheduling services you’ve been using. The new architecture and services are more efficient and improve scalability, performance, and schedule quality. Built on the Hyperforce platform, Enhanced Scheduling and Optimization hosts innovative new functionality to take Salesforce Field Service to the next level. Learn more about setting up optimization and creating optimization jobs, explore optimization metrics, and get scheduling recommendations. Start your journey to Enhanced Scheduling and Optimization, with resources for every step of your way.

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Your Guide to Enhanced Scheduling and Optimization
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Get Started Set Up Enhanced Scheduling and Optimization Considerations and Limitations
doc icon Get Started with Schedule Automation and Optimization in Field Service doc icon Enable Enhanced Scheduling and Optimization doc icon Considerations for Enhanced Scheduling and Optimization
doc icon How Does the Field Service Optimization Engine Work? doc icon Transition to Enhanced Scheduling and Optimization doc icon Limits and Limitations for Enhanced Scheduling and Optimization
doc icon What’s Available in Enhanced Scheduling and Optimization doc icon Create the Field Service Integration Permission Set doc icon Limitations for Enhanced Optimization per Territory
doc icon Guidelines for Effective Schedule Automation and Optimization in Field Service doc icon Configure Remote Site Settings doc icon Field Service Limits and Limitations
doc icon Create and Manage Field Service Scheduling Policies doc icon (Enable Point-to-Point Routing) Set Up Routing for Travel Time Calculations Additional Resources:
doc icon Create and Manage Field Service Work Rules doc icon Set Up Enhanced Optimization per Territory doc icon What’s the Fate of Older Salesforce Customizations?
doc icon Create and Manage Field Service Objectives    
Additional Resources:    
doc icon Get Ready for Scheduling and Optimization    
doc icon What’s Schedule Optimization?    
video icon Video: Enhanced Scheduling and Optimization (Spring ’23)    
video icon Video: Enhanced Scheduling and Optimization (Summer ’23)    
video icon Video: Optimization Enablement Basics - Optimization Challenge    
video icon Video: Introduction to Field Service Schedule Optimization    
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Enhanced Features Optimize your Schedule Explore Metrics
video icon Video: Travel Modes doc icon Optimize Your Schedule from the Field Service Classic Dispatch Console doc icon Explore Metrics in Field Service Optimization Hub
doc icon Set Up Travel Modes doc icon Optimize Today’s Field Service Schedule doc icon Field Service Operations Home
video icon Video: Holiday Management doc icon Optimize a Single Field Service Resource’s Schedule doc icon Improve Operations with Field Service Intelligence
doc icon Add Holidays to Operating Hours doc icon Manage Scheduled Jobs in Field Service  
video icon Video: Flexible Breaks doc icon Optimization Horizon  
doc icon (Multiple Flexible Breaks) Work Rule Entry Type: Service Resource Availability doc icon Optimize Field Service Appointments by Using Priorities  
video icon Video: Service Appointment Sliding doc icon Manage Optimization Conflicts  
doc icon Sliding and Reshuffling for Scheduling and Appointment Booking trailhead icon Trailhead: Field Service Optimization  
doc icon Appointment Insights doc icon Optimize Field Service Schedules  
doc icon (Offsite Appointments) Service Appointment Fields for Field Service doc icon Optimize Your Field Service Schedule  
doc icon (Work Capacity Limits) Manage Work Capacity in Field Service    
doc icon (Travel Time Buffer) Set Up Routing for Travel Time Calculations    
doc icon (Enhanced Scheduled Jobs) Manage Scheduled Jobs in Field Service    
doc icon (Keep Scheduled) Manage Scheduled Jobs in Field Service    
doc icon Field Service Optimization Center    
doc icon (Same Site Service Objective) Create and Manage Field Service Objectives    
doc icon (Skill Preference Service Objective) Create and Manage Field Service Objectives    
video icon Video: Complex Work    
doc icon Complex Work in Field Service    
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Monitor and Troubleshoot Scheduling and Optimization Solutions Improve your Schedule with Appointment Insights
doc icon Monitor Optimization Requests doc icon Field Service Scheduling and Optimization Solutions doc icon Get Recommendations with Appointment Insights
doc icon Field Service Enhanced Scheduling and Optimization Error Messages doc icon Represent My Workforce Field Service  
doc icon Get Information on Optimization with Field Service Optimization Center doc icon Define Which Field Service Resources Perform Work and Where
  doc icon Define When Field Service Resources Perform Work  
doc icon Define Field Service Work  
  doc icon Manage the Field Service Schedule