---
schema_version: "1"
id: 49a6b25f8809e9b7a0fd8bd5902af1521a4be311e3d27c54fc7a1c43de0db2f6
title: Activate Field Service Schedule Optimization
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/pfs_activate_optimizer.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.pfs_activate_optimizer.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3d4cded4fae0cef20a11fa455e672476809ff9edec6ad1ccd65553f82bca3da7
description: 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.
products:
  - Field Service
release: "264"
---
# 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

<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: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Agentforce Field Service and Operations 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d162120e72">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d162120e72 ">To create users:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d162120e72 ">Manage Internal Users</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._

![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 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](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 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](https://help.salesforce.com/s/articleView?id=service.pfs_scheduling_services.htm&type=5&language=en_US).

#### See Also

- [Optimize Your Field Service Schedule](https://help.salesforce.com/s/articleView?id=service.pfs_optimization.htm&release=264.0.0&type=5 "Use schedule optimization to create an optimal schedule and help comply with service-level agreements while minimizing travel time, overtime, costs, and no-shows.")
- [What’s Schedule Optimization?](https://help.salesforce.com/s/articleView?id=service.pfs_optimization_theory_definitions.htm&release=264.0.0&type=5 "Manually constructing an efficient field service schedule can drive even the most serene administrator to madness. Field Service optimization transforms traditional scheduling by automatically generating the ideal schedule based on your specific constraints and priorities. Field Service offers unparalleled flexibility and innovative, out-of-the-box solutions, enabling businesses of all types and sizes to tailor their organizational models for seamless schedule optimization.")
- [Enable Enhanced Scheduling and Optimization](https://help.salesforce.com/s/articleView?id=service.pfs_enhanced_setup_enable.htm&type=5&language=en_US)