---
schema_version: "1"
id: f231a91552a2e9853ebb98c32abc0fd4eff86fb147a8b50fbb341975b334be2a
title: Set Up 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_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_scheduling_console_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4d94fe2c9655806b34bb5d60a532e954522a4a62419f2bea0a3b8b53ad4142a9
description: Set up the Scheduling Console using Salesforce Go or by completing the steps manually. Salesforce enables the Scheduling Console for you.
products:
  - Field Service
release: "264"
---
# Set Up the Scheduling Console

Set up the Scheduling Console using Salesforce Go or by completing the steps manually. Salesforce enables the Scheduling Console for you.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Field Service core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

![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._

To provide continuity for users, any customizations that were applied to the Classic Dispatch Console continue to function in the Scheduling Console. All current user settings are fully supported in the Scheduling Console, and the existing Gantt transfers without any changes.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_tip.png)

Tip To get the most out of the Scheduling Console, we recommend a screen resolution of 1920 x 1080.

You can set up the Scheduling Console in two ways.

## Option 1: Salesforce Go

Use Salesforce Go for a guided setup experience that automates key configuration steps.

1. Select **Salesforce Go** from the gear menu or from the main Setup menu.
2. Select **Scheduling Console**.
3. Follow the steps on the page.
    
    ![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 For the Migrate Service Appointment Lists step, see [Migrate Service Appointment Lists](https://help.salesforce.com/s/articleView?id=service.fs_scheduling_console_migrate_appt_lists.htm&type=5&language=en_US).

## Option 2: Manual Setup

If you're not using Salesforce Go, complete these setup steps manually before your users can access the Scheduling Console.

![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 Salesforce Go automatically handles permission set creation and user access. If you're setting up manually, complete all of the following steps.

## Step 1: Enable the Scheduling Console Tab

Use permission sets to enable the Scheduling Console tab.

1. From Setup, enter Permission Sets in the Quick Find box, then select **Permission Sets**.
2. Select **Field Service Dispatcher Permissions** or create a permission set for your users.
3. Within the permission set, go to **Object Settings** | **Scheduling Console**.
4. Click **Edit** and set the tab to **Available** and **Visible**.
5. Click **Manage Assignments** and add the relevant users to the permission set.

![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 You can't rename the Scheduling Console tab.

## Step 2: Create the Service Appointment List View

Create the service appointment list view using standard Salesforce list views.

Service appointment list views are generated from the list views created for service appointment records. Create standard list views in the Service Appointment tab and share them with all users or with a specific user group.

![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 If you're migrating from the Classic Dispatch Console, you can migrate your existing service appointment lists to the Scheduling Console instead of creating new ones. See [Migrate Service Appointment Lists](https://help.salesforce.com/s/articleView?id=service.fs_scheduling_console_migrate_appt_lists.htm&type=5&language=en_US).

## Step 3: Assign Map Permission Sets

Assign map-related permission sets to your users.

1. To let users view the map, assign the following app permissions.
    1. From Setup, enter Users in the Quick Find box, then select **Users**.
    2. Click **Permission Sets**, then click **Field Service Dispatcher Permissions**.
    3. Under **Apps**, select **App Permissions** and click **Edit**.
    4. Under **Scheduling Console**, select the **Access Scheduling Console Map** permission set to let users view the map. This permission set also provides access to the Show on Map action on service appointments.
    5. Under **Scheduling Console**, select the **Show Planned Route** permission set to let users view routes.
    6. Save your changes.
2. To enable map polygons, assign the following custom permissions.
    1. From Setup, enter Permission Sets in the Quick Find box, then select **Permission Sets** under Users.
    2. Click **Field Service Dispatcher Permissions**.
    3. In the Apps section, click **Custom Permissions**.
    4. Click **Edit**.
    5. Add the following available custom permissions to the enabled custom permissions.
        
        - FSL.Polygons - create\\update
        - FSL.Polygons - view
    6. Click **Save**.
        
        ![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 To give access to a selection of your users, create custom permission sets and assign these permissions to those users.

## Step 4: Populate the Gantt Label Details Field

Create a flow or another type of automation to populate the Gantt Label Details field subtext.

This field allows users to view additional information right below the Gantt label on the service appointment tile and in the service appointment and service resource popovers.

![Gantt tile showing the Gantt Label Details field subtext below the appointment label](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_setup_gantt_label_details.png)

## Step 5: Update the Resource Absence Page Layout

Update the layout so that only relevant fields are visible when users create a resource absence record.

Customize the fields shown in the Create Resource Absence side panel from the Resource Absence page layout in Setup.

## Step 6: Configure Global Search

Configure the fields that users can search by when using the global search in the service appointment list.

Select up to 10 fields that users can search by when using the service appointment list’s global search. If users need to search by fields on related records such as Work Order, Account, and Assigned Resource, expose those fields on the Service Appointment object and include them in the global search configuration.

![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 These search methods aren't supported in the service appointment list or in global search.

- Search by lookup fields
- Comma-separated search for multiple values

1. From Setup, go to the **Object Manager**.
2. Click **Service Appointment**.
3. Click **Search Layouts** and then edit the relevant layout.
4. Select the relevant fields and save your changes.

## Step 7: Grant Access to the Find Candidates AI Reasoning Feature

Assign users the View Explanations for Scheduling Actions user permission for the Find Candidates AI Reasoning feature.

![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 Find Candidates AI Reasoning feature requires an Agentforce for Field Service license.

This feature shows a **Why?** action next to candidates which, when clicked, shows an AI explanation for each suggestion and helps users understand why one option is superior or inferior to others.

1. From Setup, enter Permission Sets in the Quick Find box, then select **Permission Sets**.
2. Click **Einstein Field Service User**, then click **System Permissions**.
3. Select the **View Explanations for Scheduling Actions** permission.
4. Return to the **Permission Sets** page.
5. Click **Einstein Field Service User**, then click **Manage Assignments**.
6. Assign the permission to the relevant users.

## Step 8: Assign Optimization Permission Sets

Assign optimization-related permission sets so that users can run resource schedule optimization, In-Day, and Global optimizations and use advanced optimization settings.

1. From Setup, enter Users in the Quick Find box, then select **Users**.
2. Click **Permission Sets**, then click **Field Service Dispatcher Permissions**.
3. Under **Apps**, select **App Permissions** and click **Edit**.
4. Under **Scheduling Console**, select the relevant permission sets.
    
    - **Run Resource Schedule Optimization** to optimize a service resource's schedule.
    
    - **Run In-Day Optimization** to resolve last-minute schedule changes for one or more service territories on the day of service.
    
    - **Run Global Optimization** to optimize the schedule overnight for one or more service territories within a specific date range.
    
    - **Set Advanced Optimization Filters** to set advanced filters in resource schedule optimization, in-day, and global optimization. With these filters, dispatchers can filter the scheduling policy, the optimization scope, and appointments to keep scheduled.
5. Save your changes.

## Step 9: Customize the Service Appointment Side Panel (Optional)

Edit the default Lightning page for the Service Appointment side panel or create one using the Lightning App Builder.

The Scheduling Console includes a default Lightning page for the Service Appointment side panel that shows a default arrangement of tabs and fields. Edit this page to change the default arrangement, or create a new one. You can add, remove, or reorder tabs to customize what information appears in the side panel, including tabs for related objects.

1. From Setup, enter Lightning App Builder in the Quick Find box, then select **Lightning App Builder**.
2. Click **New** to create a Lightning page, or click **Edit** next to the Service Appointment Side Panel Lightning page to edit the default page. See [Lightning Pages](https://help.salesforce.com/s/articleView?id=platform.lightning_page_overview.htm&type=5&language=en_US).

![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 If Service Appointment Lifecycle was enabled after the Scheduling Console was used for the first time, the Service Appointment Lifecycle tab won't appear in the side panel automatically. Add it manually in the Service Appointment Side Panel Lightning page.

#### See Also

- [Discover and Set Up Features with Salesforce Go](https://help.salesforce.com/s/articleView?id=xcloud.setup_salesforce_go.htm&language=en_US)
- [Features of the Scheduling Console](https://help.salesforce.com/s/articleView?id=service.fs_scheduling_console_features.htm&language=en_US)
- [Actions in the Scheduling Console](https://help.salesforce.com/s/articleView?id=service.fs_scheduling_console_actions.htm&language=en_US)
- [Service Appointment List in the Scheduling Console](https://help.salesforce.com/s/articleView?id=service.fs_scheduling_console_appt_list.htm&language=en_US)
- [Map Views and Routes in the Scheduling Console](https://help.salesforce.com/s/articleView?id=service.fs_scheduling_console_map_views.htm&language=en_US)
- [Popovers in the Scheduling Console](https://help.salesforce.com/s/articleView?id=service.fs_scheduling_console_popovers.htm&language=en_US)
- [Optimization in the Scheduling Console](https://help.salesforce.com/s/articleView?id=service.fs_scheduling_console_optimization_parent.htm&language=en_US)
- [Get Help for Lightning App Builder](https://help.salesforce.com/s/articleView?id=platform.lightning_app_builder_overview.htm&language=en_US)