---
schema_version: "1"
id: af2de2f893b9da75cdef984aa1e7b1393db61a42e8de7531c6fabaad9703791d
title: Set Up Enhanced Optimization for Field Service Territories
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/pfs_enhanced_optimization_per_territory.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.pfs_enhanced_optimization_per_territory.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2d98bb99aa991bece32734d847271333e8aad0f5150b1bb44563efc1364579e8
description: 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.
products:
  - Field Service
release: "264"
---
# 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

<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: Available in Lightning Experience and Salesforce Classic in these editions where Field Service is enabled: <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">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d107463e66">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d107463e66 ">To enable Enhanced Optimization Per Territory: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d107463e66 ">Customize Application </td>

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![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._

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

- **[Configure Enhanced Optimization per Territory](https://help.salesforce.com/s/articleView?id=service.pfs_enhanced_optimization_per_territory_configure.htm&release=264.0.0&type=5)**  
    Configure your Enhanced Optimization per Territory settings and assign user permissions.
- **[Limitations for Enhanced Optimization per Territory](https://help.salesforce.com/s/articleView?id=service.pfs_enhanced_optimization_per_territory_limitations.htm&release=264.0.0&type=5)**  
    All Limits and Limitations for Enhanced Scheduling and Optimization apply to Enhanced Optimization per Territory.

#### See Also

- [Get Ready for Field Service Scheduling and Optimization](https://help.salesforce.com/s/articleView?id=service.pfs_customization.htm&release=264.0.0&type=5 "Define your service appointment lifecycle, configure appointment booking settings, and get to know your Field Service scheduling policies, optimization settings, and sharing settings.")
- [Enable Enhanced Scheduling and Optimization](https://help.salesforce.com/s/articleView?id=service.pfs_enhanced_setup_enable.htm&release=264.0.0&type=5 "Enhanced Scheduling and Optimization must be enabled to start using its features. As of Summer ’23, new Salesforce orgs have Enhanced Scheduling and Optimization enabled by default for all service territories. Existing orgs can opt in and enable the enhanced engine for all or selected service territories. The enhanced engine is an improvement of the optimization functionality and associated manual and semiautomatic scheduling services you’ve been using. The enhanced architecture and services are more efficient and improve scalability, performance, and schedule quality. Make sure you examine the Enhanced Scheduling and Optimization considerations and limitations before using the enhanced engine.")
- [Transition to Enhanced Scheduling and Optimization](https://help.salesforce.com/s/articleView?id=service.pfs_enhanced_transition.htm&release=264.0.0&type=5 "Salesforce orgs created in Summer ’23 and later have Enhanced Scheduling and Optimization enabled by default for all service territories. If you're not using Enhanced Scheduling and Optimization, you can enable the enhanced engine for all or selected service territories. You can easily upgrade all service territories with guided steps comprising a readiness check and links to Salesforce Help. This transparency helps you adopt Enhanced Scheduling and Optimization and benefit from innovative features, more efficient services, and improved scalability, performance, and schedule quality.")