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Activate Field Service Schedule Optimization

Configure optimization so you can schedule appointments and address last-minute challenges. You can set up optimization to run automatically, or run it manually. Activate optimization to create an optimization user and profile required for accessing a optimization services. When you’re using Enhanced Scheduling and Optimization, this activation isn't required, because Enhanced Scheduling and Optimization uses a Platform Integration User.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To create users: Manage Internal Users

Package icon This is a Field Service managed package feature.

Note
Note Setting up optimization consumes one Salesforce license, so check that a license is available.
  1. From the App Launcher, find and open the Field Service Admin app, and then click the Field Service Settings tab.
  2. Click Optimization | Activation. Click Create Optimization Profile to create an optimization profile and an optimization user that submits optimization requests. If optimization is already activated, this button isn't available. A user ID shows who activated the optimization service.
  3. When you’re prompted, switch to the newly created optimization user.
    1. From Setup, navigate to the Users page and locate the optimization user.
    2. Click Edit next to the user and select Active on their profile.
      If you deactivate the optimization user, you can’t use optimization.
    3. Select Generate new password and notify user immediately.
    4. Log out.
  4. When you receive the password reset email, click the link and complete the steps to log in as the optimization user.
    Note
    Note You must log in as the FSL Optimization user from the Salesforce login screen and not by clicking Log In next to the FSL Optimization user in Setup.
  5. When you’re logged in, click the + icon in the tab bar to see your full list of tabs. Click the Field Service Settings tab.
  6. Click Activate Optimization.
  7. Click Allow to allow remote site access and be redirected back to Field Service Settings.
  8. Log out as the optimization user and log back in with your regular username and password.

    Optimization is now ready to use in your org.

Review the available scheduling and optimization services.

See Also