Get Started with the Scheduling Console

The Scheduling Console is the new dispatching workspace for Field Service, built to replace the Classic Dispatch Console. The two consoles can coexist during the transition period, giving you time to migrate before the Classic Dispatch Console is retired.

Required Editions

Available in: Lightning Experience
The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.

Package icon This is a Field Service managed package feature.

Layout

The Scheduling Console brings the Gantt, service appointment list, and map together into a single workspace. You can show the map alongside the Gantt or detached into a separate browser tab or window.

  • Dispatchers can duplicate the console tab across multiple monitors to view the Gantt, service appointment list, and map simultaneously.
  • Dispatchers can drag service appointments from the list or map straight onto the Gantt to schedule or reschedule them.
  • Resizable separators between the Gantt, service appointment list, and map help dispatchers adjust the layout to fit their workflow.

Gantt

The following Gantt features are available in the Scheduling Console or coming in a future release.

Feature Available Not Yet Available Notes
Service Appointment Side Panel Green Checkmark  

Enhanced from the Classic Dispatch Console.

Replaces the lightbox displayed over the Gantt in the Classic Dispatch Console, which was configured via field sets, with an LWC-based side panel.

A default Lightning page is automatically created based on the existing field set configuration. Admins can edit the default page or create their own in Lightning App Builder.

See Service Appointment Side Panel in Features of the Scheduling Console.

Gantt Label Green Checkmark  

No change from the Classic Dispatch Console.

Existing Gantt label configurations transfer automatically — no setup required.

Gantt Label Details Green Checkmark  

New in the Scheduling Console.

Displays a subtitle directly on the service appointment tile and in popovers, giving dispatchers more appointment details at a glance.

Populates the Gantt Label Details field on the Service Appointment object via a flow or another type of automation.

Dynamic Appointment Color Green Checkmark  

No change from the Classic Dispatch Console.

Default color is based on appointment status; overridden using the Gantt Color field. Existing color configurations transfer automatically — no setup required.

Color by Scenario Green Checkmark   Color-code appointments based on specific scenarios to override the default color.
Gantt Zoom Green Checkmark  

Enhanced from the Classic Dispatch Console.

Smooth, native zoom into any part of the Gantt horizon for seamless movement between the big picture and fine detail.

Gantt Resolution of 1 Day, 2 Days, 3 Days, and 1 Week Green Checkmark   No change from the Classic Dispatch Console.
Gantt Resolution of 2 Weeks, 1 Month, Long Term Green Checkmark   Set the Gantt to a longer default view such as 2 weeks or 1 month, or add a custom view of up to 12 months, to plan long-cycle work. See Long-Cycle Work and Long-Term Views in the Scheduling Console.
Utilization View   Green Checkmark  
Service Territory-Based Time Zone Green Checkmark  

No change from the Classic Dispatch Console.

The Gantt uses the service territory's time zone. Individual user time zones aren't supported.

Week Numbers Green Checkmark  

No change from the Classic Dispatch Console.

Users can show or hide week numbers on the Gantt.

Holiday Indicators Green Checkmark    
Highlight Weekends   Green Checkmark  
Gantt View Option Filters Green Checkmark   Users can filter out non-working hours and show or hide weekends on the Gantt.
Gantt Display Settings Green Checkmark   Users can select the Gantt display times, the first day of the week shown on the Gantt, and show or hide week numbers and weekends on the Gantt.
Utilization Percentages Green Checkmark  

Enhanced from the Classic Dispatch Console.

Utilization percentages are displayed on service resource tiles and next to service territory names in the service resource list. Dispatchers can hover over a percentage to see a detailed breakdown. Percentages update automatically based on schedule updates and reflect the Gantt's date range.

Reschedule, Change Status, Pin / Unpin, Find Candidates, and Unschedule Actions Green Checkmark   Dispatch and Unschedule actions applied to multiple service appointments at the service territory level aren't available.
Adjust Duration Green Checkmark   Adjust the duration of a service appointment or resource absence directly on the Gantt. See Adjust Duration in Actions in the Scheduling Console.
Bundle Action Green Checkmark    
Flag Action   Green Checkmark  
Custom Actions Green Checkmark  

Enhanced from the Classic Dispatch Console.

Existing Apex and Visualforce custom actions built for the Classic Dispatch Console transfer automatically. Flow-based and LWC-based actions are new and available only in the Scheduling Console.

See Custom Actions in the Scheduling Console.

Resource Schedule Optimization, In-Day, and Global Optimization Green Checkmark  

Enhanced from the Classic Dispatch Console.

After each optimization run, shows metrics before and after optimization and a breakdown of service appointment updates.

Global Optimization and In-Day Optimization are separate actions, allowing admins to enable both or assign different access levels to different users.

Advanced settings are controlled via permissions — some users can access the full configuration, while others can run optimization with a single click.

Activity Tracker Green Checkmark  

Enhanced from the Classic Dispatch Console.

Centralized, real-time log of all scheduling and optimization processes.

Service Resource
Service Resource Popover Green Checkmark   Service resource popover on hover shows skills, skill levels, capacity, and available actions. Previously displayed as a lightbox in the Classic Dispatch Console with related objects.
Service Resource Side Panel   Green Checkmark Search service resources by name directly from the Gantt.
Service Resource Search Green Checkmark    
Service Resource Gantt Label Green Checkmark  

No change from the Classic Dispatch Console.

Existing service resource Gantt label configurations transfer automatically — no setup required.

Skills and Service Resource Type Filters Green Checkmark    
Custom Service Resource Sorting   Green Checkmark  
Custom Service Resource Filtering (Along with Working Resources Filter) Green Checkmark    
Filtering factors for utilization   Green Checkmark  
Service Resource Utilization Sorting Green Checkmark   View resources based on capacity and workload.
Capacity-based Service Resource Green Checkmark  

Enhanced from the Classic Dispatch Console.

View all service appointments assigned to a specific capacity-based service resource, with the ability to view details and perform actions.

Resource Absences Green Checkmark   Create resource absences on the Gantt by selecting Create | Resource Absences in the Scheduling Console header, or by clicking Create Absence in the service resource popover or action bar. Edit and Delete actions are available from the resource absence popover or action bar. Resource absence creation using drag and drop isn't supported.
Resource Absence Popover Green Checkmark    
Resource Absence Custom Actions Green Checkmark    
Single and Multiple Service Resource Route Visualization Green Checkmark  

Enhanced from the Classic Dispatch Console: Viewing a single service resource’s route on the map.

New in the Scheduling Console: Viewing multiple service resource routes on the map.

Service Appointment List

The following service appointment list features are available in the Scheduling Console or coming in a future release.

Feature Available Not Yet Available Notes
Create, and Edit Service Appointment List Views Green Checkmark   Via the standard Salesforce service appointments list view.
Search Within a Service Appointment List Green Checkmark   Server-side filtering finds any appointment regardless of the display limit. Searching by lookup fields and searching for multiple values using commas aren't supported.
Global Search Green Checkmark  

Enhanced from the Classic Dispatch Console.

Admins can configure up to 10 fields for the service appointment global search. Previously limited to service appointment ID and service appointment number in the Classic Dispatch Console.

Sorting Green Checkmark   Server-side sorting regardless of the display limit.
Match Gantt Dates Green Checkmark   Matches appointments in the list to the Gantt's date range based on the Early Start and Due Date (or arrival window) fields. The list can be detached from the Gantt's date range to show appointments regardless of their time frame.
Match Gantt Service Territories Green Checkmark  

New in the Scheduling Console.

The list can be detached from the service territories shown on the Gantt.

Gantt Rule Violations Filter Green Checkmark   Rule violations are shown only for appointments currently displayed on the Gantt and within the Gantt's date range.
Schedule, Reschedule, Dispatch, Unschedule, Show on Gantt, Show on Map, and Pin / Unpin Actions Green Checkmark   The Dispatch and Unschedule actions aren't available at the service territory level.
Find Candidates Green Checkmark  

Enhanced from the Classic Dispatch Console.

Includes travel time details and AI-generated explanations for each candidate recommendation.

See Find Candidates in Actions in the Scheduling Console.

Bundling Green Checkmark    
Flagging   Green Checkmark  
Schedule / Reschedule Multiple Service Appointments Green Checkmark    
Multi-screen Drag and Drop Green Checkmark   Drag service appointments from the service appointment list to the Gantt, across monitors or within the same window.
Service Appointment List Filters Green Checkmark  

Available filters: To-Do, Unscheduled, Scheduled, Canceled, Gantt Rule Violations, In Jeopardy, Match Gantt, Crews, and Contractors.

Filters are available above the service appointment list.

Admins can enable or disable specific filters for all users, or for users with specific profiles or permission sets.

Map

The following map features are available in the Scheduling Console or coming in a future release.

Feature Available Not Yet Available Notes
Map Display Green Checkmark  

New in the Scheduling Console.

Displays alongside the Gantt, or in a separate tab or window.

Sync with Gantt and Service Appointment List Green Checkmark  

New in the Scheduling Console.

The map data is fully synchronized with the Gantt, the service appointment list, or both simultaneously.

Single and Multiple Service Resource Route Visualization Green Checkmark  

Enhanced from the Classic Dispatch Console: Routes for a single service resource are displayed directly on the map.

New in the Scheduling Console: Enhanced multi-resource route overlay; shows the routes of multiple service resources overlaid on the map.

Marker Layers Green Checkmark   Show or hide service appointment markers, service resource markers, and home base locations on the map using map layers.
View and Interact with Existing Map Polygons Green Checkmark    
Create and Edit Map Polygons Green Checkmark    
Find and Center Service Resources Green Checkmark   Using the View Route action or map layers.
Find and Center Service Appointments Green Checkmark   Supported for single and multiple appointments.
Map Reports   Green Checkmark  

Additional Supported Features

The Scheduling Console supports the following features with some considerations to keep in mind.

Feature Details
Service Resource Types All types of service resources are supported: standard service resources, contractors, and crews.
Service Appointment Types All types of service appointments are fully supported. See Manage Field Service Appointments.
Agentforce

Additional Migration Considerations

Use this table to plan your migration from the Classic Dispatch Console to the Scheduling Console.

Feature Status Notes
Custom Resource Sorting Not Yet Available Currently supports filtering by skills and resource type only. Custom filters, sorting, and the Working Resource checkbox are planned for a future release.
Dispatch Console Settings – Gantt row heights Not Yet Available  
CSS and JavaScript UI Customizations Not Supported  
Bulk Actions for 200+ Records Not Yet Available The Schedule and Reschedule actions don't have this limit.
Flag / Unflag Not Yet Available  
Map Reports Not Yet Available  
Gantt KPI Bar Not Yet Available