--- schema_version: "1" id: 65a3999725b3f3f7b1ee2284e4995713c47f239991dd8caf906e31c4cdbf956a title: Optimization in the Scheduling Console collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_scheduling_console_optimization_parent.md canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_scheduling_console_optimization_parent.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 0805330a046c61741a070e265c5ec085ebe81723da70564cf7cef0241f158068 description: Use optimization to automate scheduling decisions, resolve conflicts, and maximize resource efficiency directly from the Scheduling Console. products: - Field Service release: "264" --- # Optimization in the Scheduling Console Use optimization to automate scheduling decisions, resolve conflicts, and maximize resource efficiency directly from the Scheduling Console. ### 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_package.png) _This is a Field Service managed package feature._ Instead of manually moving appointments on the Gantt, dispatchers can trigger an optimization run to automatically resolve scheduling conflicts, react to same-day disruptions, or fine-tune an individual service resource’s schedule, all while adhering to their business policies. The Scheduling Console offers three optimization modes. | Optimization Mode | Best For | | --- | --- | | Resource Schedule Optimization | Rebalancing a single resource's schedule to fill gaps and resolve conflicts. | | In-Day Optimization | Resolving last-minute schedule changes for one or more service territories on the day of service. | | Global Optimization | Resolving scheduling conflicts and maximizing appointment coverage across service territories. | ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png) Note The optimization modes available to dispatchers depend on the permissions assigned by their admin. After running an optimization, dispatchers can use the Activity Tracker to monitor the status of their request in real time and review results. See [Activity Tracker in the Scheduling Console](https://help.salesforce.com/s/articleView?id=service.fs_scheduling_console_activity_tracker.htm&type=5&language=en_US). ## Resource Schedule Optimization Use Resource Schedule Optimization to optimize a single service resource's schedule for maximum efficiency. It reorganizes a resource's schedule to maximize utilization and fill scheduling gaps. When last-minute developments occur like canceled jobs, lateness, or emergencies, dispatchers can optimize an individual service resource's schedule to design the best schedule for them. As changes to a service resource's schedule occur throughout the day, gaps or overlaps can occur. Resource Schedule Optimization is a handy tool to automatically fix the service resource's schedule and fill any gaps with other work. ### Run Resource Schedule Optimization Resource Schedule Optimization optimizes the schedule of one service resource at a time. ![Service resource popover showing the Optimize Schedule action](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_rso_optimize_button.png) - Hover over a resource in the service resource list (1). - From the popover, click **Optimize Schedule** (2). The Resource Schedule Optimization side panel opens. In the side panel, confirm the service resource and set the date range for the optimization run. ![Resource Schedule Optimization side panel showing the date range selection and the available actions](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_rso_side_panel.png) - Set the optimization date range (1). The date range can be up to 30 days. - Click **Run Optimization** (2). Resource Schedule Optimization runs in the background, so you can continue working in the Scheduling Console while your request is processed. After running the optimization, you can use the Activity Tracker to monitor the status of your request in real time and review results. See [Activity Tracker in the Scheduling Console](https://help.salesforce.com/s/articleView?id=service.fs_scheduling_console_activity_tracker.htm&type=5&language=en_US). ### Advanced Filters If your admin has enabled Advanced Filters for you, customize the optimization run to fine-tune your scheduling results. ![Resource Schedule Optimization side panel showing the Advanced Filters section](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_rso_advanced_filters.png) - Click the Advanced Filters header to expand the section (1). - Under **Scheduling Policy**, select a scheduling policy for the run (2). The scheduling policy selected on the Gantt is used by default. - Under **Appointments to Keep Scheduled**, select which type of service appointment must remain on the schedule (3). Optimization can reschedule these appointments only within the selected date range. - Under **Optimization Scope**, select which service appointments are considered for optimization (4). - **Scheduled Appointments in Date Range** (default): Evaluates only scheduled appointments within the date range that you selected. - **All Appointments**: Evaluates unscheduled appointments and scheduled appointments seven days before and after the selected date range. - **Appointment Type**: Evaluates unscheduled appointments of the selected type, and scheduled appointments, seven days before and after the selected date range. When you select **All Appointments** or a specific appointment type, the **Include Appointments From** section appears with two available options. ![Resource Schedule Optimization side panel showing the Include Appointments From options in the Advanced Filters section](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_rso_advanced_filters_include_appts.png) - Select **This service resource's schedule** for optimization to consider only appointments from this resource's schedule (1). - Select **Other service resources' schedules** for optimization to consider appointments from other resources' schedules (2). Optimization evaluates their schedules seven days before and after the selected date range. ### How Does This Work? The **How does this work?** section at the bottom of the side panel provides a dynamic summary of what the optimization does. By default, it shows the scheduling policy selected on the Gantt and information about the expected schedule updates (1). As you configure the Advanced Filters, the section updates to reflect the additional criteria applied to the run (2). ![Resource Schedule Optimization side panel showing the How Does This Work section](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_rso_how_does_this_work.png) ### Optimization Results When the optimization run completes and changes are applied to the service resource’s schedule, use the [Activity Tracker](https://help.salesforce.com/s/articleView?id=service.fs_scheduling_console_activity_tracker.htm&type=5&language=en_US) to review the results. ![Optimization Results side panel showing the results of the optimization run](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_rso_results_panel.png) - Click **Show Results** (1) in the Activity Tracker to open the Optimization Results panel (2). The panel shows the optimization status, the selected date range, the selected scheduling policy, and the optimization request ID. - Click the ID to view the optimization request record (3). The Optimization Results panel also shows metrics for the optimization run. ![Optimization Results side panel showing metrics for the optimization run](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_rso_results_panel_kpi.png) - **Scheduled Appointments**: The number of scheduled appointments after optimization compared to before. - **Utilization**: The service resource's utilization percentage after optimization compared to before. - **Average Travel Time**: The average travel time between service appointments after optimization compared to before. The Details section in the panel shows a breakdown of service appointment updates. ![Optimization Results side panel showing the updates to service appointments in the Details section](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_rso_results_panel_details.png) - **Added**: Appointments added to the resource's schedule. Click **Highlight on Gantt** (1) to highlight them on the Gantt, or click **Show List** (2) to open a temporary list of the added appointments. - **Rescheduled**: Appointments moved within the selected date range. Click **Highlight on Gantt** or **Show List** to review them. - **Unchanged**: Appointments that kept their original time and service resource. Click **Highlight on Gantt** or **Show List** to review them. - **Unscheduled**: Appointments unassigned from the resource. Select **Show List** to review them. All temporary lists show the current state of the appointments. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png) Note The Optimization Results panel shows the state of the schedule at the time the optimization run completed. Any subsequent changes to the service resource's schedule are only shown on the Gantt. ## In-Day Optimization Use In-Day Optimization to quickly rebalance your schedule in response to unexpected disruptions that occur during the workday. When cancellations, no-shows, or urgent new requests disrupt your day, In-Day Optimization lets you run a quick optimization check to improve utilization and resolve last-minute scheduling issues for one or more service territories on the day of service. You can run In-Day Optimization over multiple days, but it's best suited for addressing last-minute issues on the current day or at most over two days. ### Run In-Day Optimization In-Day Optimization optimizes the schedules of one or more service territories in a single run. ![Scheduling Console header showing the Optimize action and dropdown](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_in_day_optimize_button.png) - Click **Optimize** in the Scheduling Console header (1). If you have permission to run both In-Day and Global Optimization, click the dropdown and select **In-Day Optimization** (2). The In-Day Optimization side panel opens. In the side panel, select one or more service territories and set the date range for the optimization run. ![In-Day Optimization side panel showing the service territory selection, date range selection, and the available actions](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_in_day_side_panel.png) - Use the **Service Territories** dropdown to select which service territories to include in the optimization run (1). The dropdown lists only the service territories currently shown on the Gantt. - Set the optimization date range (2). The date range can be up to 30 days. - Click **Run Optimization** (3). ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png) Note In-Day Optimization requires an in-day scheduling policy. If your admin hasn't set one up yet, the optimization won't run. Ask your admin to set it up for you. In-Day Optimization runs in the background, so you can continue working in the Scheduling Console while your request is processed. After running the optimization, you can use the Activity Tracker to monitor the status of your request in real time and review results. See [Activity Tracker in the Scheduling Console](https://help.salesforce.com/s/articleView?id=service.fs_scheduling_console_activity_tracker.htm&type=5&language=en_US). ### Advanced Filters If your admin has enabled Advanced Filters for you, customize the optimization run to fine-tune your scheduling results. ![In-Day Optimization side panel showing the Advanced Filters section](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_in_day_advanced_filters.png) - Click the Advanced Filters header to expand the section (1). - Under **Scheduling Policy**, select an in-day scheduling policy for the run (2). If no in-day scheduling policy has been set up yet, ask your admin to set one up. - Under **Appointments to Keep Scheduled**, select which type of service appointment must remain on the schedule (3). Optimization can reschedule these appointments only within the selected date range. - Under **Optimization Scope**, select which service appointments are considered for optimization (4). Optimization can include unscheduled and scheduled appointments. - **All Appointments**: Evaluates all unscheduled and scheduled appointments. - **Appointment Type**: Evaluates only unscheduled and scheduled appointments of the selected type. ### How Does This Work? The **How does this work?** section at the bottom of the side panel provides a dynamic summary of what the optimization does. By default, it shows the in-day scheduling policy used, information about the expected schedule updates, and the runtime of the optimization run (1). As you configure the Advanced Filters, the section updates to reflect the additional criteria applied to the run (2). ![In-Day Optimization side panel showing the How Does This Work section](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_in_day_how_does_this_work.png) ### Optimization Results When the optimization run completes and changes are applied to the schedule, use the [Activity Tracker](https://help.salesforce.com/s/articleView?id=service.fs_scheduling_console_activity_tracker.htm&type=5&language=en_US) to review the results. ![In-Day Optimization Results side panel showing the results of the optimization run](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_in_day_results_panel.png) - Click **Show Results** (1) in the Activity Tracker to open the In-Day Optimization Results panel (2). The panel shows the optimization status, the selected date range, the selected scheduling policy, and the optimization request ID. - Select or search for a specific service territory in the service territories dropdown to view its individual results. By default, results are shown for all selected service territories (3). - Click the optimization request ID to view the optimization request record (4). - Click **Show Optimization Hub** (5) to open the Optimization Hub and analyze the run in more detail. See [Explore Metrics in Optimization Hub](https://help.salesforce.com/s/articleView?id=service.pfs_optimization_hub_parent_page.htm&type=5&language=en_US). The Optimization Results panel also shows metrics for the optimization run. ![In-Day Optimization Results side panel showing metrics for the optimization run](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_in_day_results_panel_kpi.png) - **Scheduled Appointments**: The number of scheduled appointments after optimization compared to before. - **Utilization**: The utilization percentage after optimization compared to before. - **Average Travel Time**: The average travel time between service appointments after optimization compared to before. The Details section in the panel shows a breakdown of service appointment updates. ![In-Day Optimization Results side panel showing the updates to service appointments in the Details section](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_in_day_results_panel_details.png) - **Added**: Appointments added to the schedule. Click **Highlight on Gantt** (1) to highlight them on the Gantt, or click **Show List** (2) to open a temporary list of the added appointments. - **Rescheduled**: Appointments moved within the selected date range. Click **Highlight on Gantt** or **Show List** to review them. - **Unchanged**: Appointments that kept their original time and service resource. Click **Highlight on Gantt** or **Show List** to review them. - **Unscheduled**: Appointments removed from the schedule. Select **Show List** to review them. All temporary lists show the current state of the appointments. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png) Note The In-Day Optimization Results panel shows the state of the schedule at the time the optimization run completed. Any subsequent changes to the schedule are only shown on the Gantt. ## Global Optimization Use Global Optimization to run an extended, in-depth optimization check to maximize utilization of the schedule for one or more service territories within a specific date range. Global Optimization is the most powerful and thorough optimization option for resolving scheduling conflicts, maximizing appointment coverage, and rebalancing workloads across multiple service territories. It's ideal for handling large volumes of service appointments by optimizing multiple resource schedules across one or more service territories within a specific date range. Because it can take up to 2 hours to complete, it’s best to run it overnight. ### Run Global Optimization Global Optimization optimizes the schedules of one or more service territories in a single run. ![Scheduling Console header showing the Optimize action and dropdown](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_global_optimize_button.png) - Click the **Optimize** dropdown in the Scheduling Console header (1) and select Global Optimization (2). The Global Optimization side panel opens. In the side panel, select one or more service territories and set the date range for the optimization run. ![Global Optimization side panel showing the service territory selection, date range selection, and the available actions](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_global_side_panel.png) - Use the **Service Territories** dropdown to select which service territories to include in the optimization run (1). The dropdown lists only the service territories currently shown on the Gantt. - Set the optimization date range (2). The date range can be up to 30 days. - Click **Run Optimization** (3). ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png) Note Global Optimization requires a scheduling policy suitable for global optimization. If your admin hasn't set one up yet, the optimization won't run. Ask your admin to set it up for you. Global Optimization runs in the background, so you can continue working in the Scheduling Console while your request is processed. After running the optimization, you can use the Activity Tracker to monitor the status of your request in real time and review results. See [Activity Tracker in the Scheduling Console](https://help.salesforce.com/s/articleView?id=service.fs_scheduling_console_activity_tracker.htm&type=5&language=en_US). ### Advanced Filters If your admin has enabled Advanced Filters for you, customize the optimization run to fine-tune your scheduling results. ![Global Optimization side panel showing the Advanced Filters section](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_global_advanced_filters.png) - Click the Advanced Filters header to expand the section (1). - Under **Scheduling Policy**, select a scheduling policy for the run (2). The scheduling policy selected on the Gantt is used by default. Make sure that the selected scheduling policy is suitable for global optimization. If it isn't, ask your admin to set one up. - Under **Appointments to Keep Scheduled**, select which type of service appointment must remain on the schedule (3). Optimization can reschedule these appointments only within the selected date range. - Under **Optimization Scope**, select which service appointments are considered for optimization (4). Optimization can include unscheduled and scheduled appointments. - **All Appointments**: Evaluates all unscheduled and scheduled appointments. - **Appointment Type**: Evaluates only unscheduled and scheduled appointments of the selected type. ### How Does This Work? The **How does this work?** section at the bottom of the side panel provides a dynamic summary of what the optimization does. By default, it shows the scheduling policy selected on the Gantt, information about the expected schedule updates, and the runtime of the optimization run (1). As you configure the Advanced Filters, the section updates to reflect the additional criteria applied to the run (2). ![Global Optimization side panel showing the How Does This Work section](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_global_how_does_this_work.png) ### Optimization Results When the optimization run completes and changes are applied to the schedule, use the [Activity Tracker](https://help.salesforce.com/s/articleView?id=service.fs_scheduling_console_activity_tracker.htm&type=5&language=en_US) to review the results. ![Global Optimization Results side panel showing the results of the optimization run](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_global_results_panel.png) - Click **Show Results** (1) in the Activity Tracker to open the Global Optimization Results panel (2). The panel shows the optimization status, the selected date range, the selected scheduling policy, and the optimization request ID. - Select or search for a specific service territory in the service territories dropdown to view its individual results. By default, results are shown for all selected service territories (3). - Click the optimization request ID to view the optimization request record (4). - Click **Show Optimization Hub** (5) to open the Optimization Hub and analyze the run in more detail. See [Explore Metrics in Optimization Hub](https://help.salesforce.com/s/articleView?id=service.pfs_optimization_hub_parent_page.htm&type=5&language=en_US). The Optimization Results panel also shows metrics for the optimization run. ![Global Optimization Results side panel showing metrics for the optimization run](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_global_results_panel_kpi.png) - **Scheduled Appointments**: The number of scheduled appointments after optimization compared to before. - **Utilization**: The utilization percentage after optimization compared to before. - **Average Travel Time**: The average travel time between service appointments after optimization compared to before. The Details section in the panel shows a breakdown of service appointment updates. ![Global Optimization Results side panel showing the updates to service appointments in the Details section](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_global_results_panel_details.png) - **Added**: Appointments added to the schedule. Click **Highlight on Gantt** (1) to highlight them on the Gantt, or click **Show List** (2) to open a temporary list of the added appointments. - **Rescheduled**: Appointments moved within the selected date range. Click **Highlight on Gantt** or **Show List** to review them. - **Unchanged**: Appointments that kept their original time and service resource. Click **Highlight on Gantt** or **Show List** to review them. - **Unscheduled**: Appointments removed from the schedule. Select **Show List** to review them. All temporary lists show the current state of the appointments. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png) Note The Global Optimization Results panel shows the state of the schedule at the time the optimization run completed. Any subsequent changes to the schedule are only shown on the Gantt.