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Set Up Enhanced Optimization for Field Service Territories

As of Summer ’23 new Salesforce orgs have Enhanced Scheduling and Optimization enabled for all service territories. Existing orgs can switch to use Enhanced Scheduling and Optimization for all service territories or per territory. Enhanced Optimization per Territory enables you to deploy Enhanced Scheduling and Optimization only on selected territories, for example, territories with simpler scheduling scenarios. This gradual rollout lets you keep the more complex scheduling scenarios for later releases, when all the service territory features are supported.

Required Editions

Available in: Available in Lightning Experience and Salesforce Classic in these editions where Field Service is enabled: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To enable Enhanced Optimization Per Territory: Customize Application

Package icon This is a Field Service managed package feature.

Before you set up enhanced optimization for all or selected territories, make sure that you meet these requirements.

  • Field Service is enabled.
  • The latest version of the Salesforce Field Service managed package is installed.
  • Enhanced Scheduling and Optimization is enabled.

To enable all service territories to use Enhanced Scheduling and Optimization, in Field Service Settings, select Scheduling | General Logic and then select Use enhanced scheduling and optimization for all service territories.

Use Enhanced Scheduling and Optimization when service appointments or service resources don't have an associated service territory. In Field Service Settings, select Scheduling | General Logic and then check that Use enhanced scheduling and optimization when there isn’t an associated service territory is enabled.

Note
Note All service appointment territories and service resource territories within the same optimization request, bulk schedule action, or any batch process that updates service appointments, must use the same optimization engine. A notification is shown when you’re running bulk operations such as global optimization with different territory optimization settings, because it can’t be determined which optimization engine to use.

If you're using Enhanced Scheduling and Optimization per territory, the operation you’re performing determines the selected optimization engine.

  • For service appointment operations (Drag and Drop, Get Candidates, Schedule, Unschedule, and Check Rules), the associated territory of the appointment determines the optimization engine.
  • For global optimization operations, the selected territory determines the optimization engine.
  • For resource absence operations (Drag and Drop, create new, and delete), the resource’s associated territory member determines the optimization engine.

See Also