Enable Enhanced Scheduling and Optimization

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.

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 Field Service:	Customize Application
To install the Field Service managed package:	Customize Application
To assign a permission set license:	Manage Users
To create a permission set:	Manage Profiles and Permission Sets
To enable Enhanced Scheduling and Optimization:	Customize Application

This is a Field Service managed package feature.

Make sure that you meet these requirements.

• Field Service is enabled.
• The latest version of the Salesforce Field Service managed package is installed.

Note Enhanced Scheduling and Optimization uses point-to-point predictive routing regardless of the travel time calculation preferences set in the Routing section of Field Service Settings.

1. From Setup, in the Quick Find box, enter Field Service, and then select Field Service Settings.
2. To use the enhanced features, select Field Service Enhanced Scheduling and Optimization and then save your changes.
   

   Note Turning on Field Service Enhanced Scheduling and Optimization also turns on Field Service Integration.

   

You can now configure to use the enhanced engine for all or selected service territories.

• What’s the Fate of Older Salesforce Customizations?
  Orgs existing prior to Summer ’23 can enable Enhanced Scheduling and Optimization for all or selected service territories. Enhanced Scheduling and Optimization is backward compatible so your existing implementations remain in place after you enable it.
• Considerations for Enhanced Scheduling and Optimization
  Before using Enhanced Scheduling and Optimization, make sure you review some considerations. These considerations highlight the differences in functionality between the older scheduling engine and Enhanced Scheduling and Optimization.
• Limits and Limitations for Enhanced Scheduling and Optimization
  Learn about the Enhanced Scheduling and Optimization limits and limitations.

See Also

• Enable Field Service
• Install the Field Service Managed Package
• Assign Field Service Permissions
• Create Field Service Permission Sets
• Set Up Enhanced Optimization for Field Service Territories
• Set Up Routing for Travel Time Calculations
• Transition to Enhanced Scheduling and Optimization