---
schema_version: "1"
id: f2f1c0b5bf306338e47304dc8abd9af488224a8a9980d96bd2413dd86f05985e
title: Transition to Enhanced Scheduling and Optimization
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/pfs_enhanced_transition.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.pfs_enhanced_transition.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fbace768fa1cee85d3f3cf71209c126dbfcdbfc24b7b558501addc67325d0928
description: 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.
products:
  - Field Service
release: "264"
---
# Transition to Enhanced Scheduling and Optimization

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.

### 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">
        <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="d152397e61">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d152397e61 ">To enable Field Service:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d152397e61 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d152397e61 ">To install the Field Service managed package:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d152397e61 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d152397e61 ">To assign a permission set license:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d152397e61 ">Manage Users</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d152397e61 ">To create a permission set:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d152397e61 ">Manage Profiles and Permission Sets</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d152397e61 ">To enable Enhanced Scheduling and Optimization:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d152397e61 ">Customize Application</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._

To transition to Enhanced Scheduling and Optimization, make sure that you meet these requirements.

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

Before using the enhanced engine, we recommend that you review the [Considerations](https://help.salesforce.com/s/articleView?id=service.pfs_enhanced_available_considerations.htm&language=en_US) and [Limits and Limitations](https://help.salesforce.com/s/articleView?id=service.pfs_enhanced_available_limits.htm&language=en_US) for Enhanced Scheduling and Optimization.

![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 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.

**Automatically Transition All Service Territories to Enhanced Scheduling and Optimization**

Easily upgrade all service territories to use Enhanced Scheduling and Optimization with a guided flow (recommended) comprising readiness checks and links to Salesforce Help. Discover what configuration updates are required for your Salesforce org, get workarounds for unsupported features, and review the differences in behavior when using the enhanced engine.

1. In the Field Service Admin app, go to Field Service Settings.
2. Select Getting Started and then select the Home tab, or go directly to the Activation page under Optimization.
3. Click **Run Readiness Check**. To ensure accuracy, the readiness check considers only feature usage and configurations from the last 3 months.
    
    ![The Activation page under Optimization in Setup showing the Run Readiness Check button.](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/pfs_enhanced_transition.png)
4. Review the information and click to learn more in Salesforce Help. Only the steps relevant to your Salesforce org are shown.
5. Make the necessary configuration changes. Then, to see if you’re ready to transition, click **Rerun Readiness Check**.
    
    ![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 If you ran the readiness check in the past and you’re revisiting this page, your previous results are shown. You must rerun the readiness check.
6. After you’ve made the required configuration changes and you’re ready to transition to the enhanced engine, enable Enhanced Scheduling and Optimization for all service territories. All the required settings are automatically 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 If you decide to turn off Enhanced Scheduling and Optimization, you need to manually disable it for each service territory.
    
    ![Field service settings page in Setup with Integration and Enhanced Scheduling and Optimization enabled.](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/pfs_enhanced_transition_results.png)

**Manually Transition All or Selected Service Territories to Enhanced Scheduling and Optimization**

Transition to Enhanced Scheduling and Optimization for all or selected territories. Configure your Salesforce org to transition smoothly to the enhanced engine.

1. To discover what configuration updates are required for your Salesforce org, get workarounds for unsupported features, and review the differences in behavior when using the enhanced engine, run the Readiness Check from the Field Service Admin app under Field Service Settings |Optimization | Activation. Don’t enable Enhanced Scheduling and Optimization from here because this enables the enhanced engine for all service territories.
2. To use the enhanced features, [enable Enhanced Scheduling and Optimization and Field Service Integration](https://help.salesforce.com/s/articleView?id=service.pfs_enhanced_setup_enable.htm&type=5&language=en_US) in Setup under Field Service Settings.
3. [Create or update the required permission sets](https://help.salesforce.com/s/articleView?id=service.pfs_enhanced_setup_fs_integration_perm_set.htm&type=5&language=en_US) in the Field Service admin app under Field Service Settings.
4. Check whether the Enhanced Scheduling and Optimization service is configured in [Remote Sites Settings](https://help.salesforce.com/s/articleView?id=xcloud.configuring_remoteproxy.htm&type=5&language=en_US). This service is typically created automatically.
5. Check that point-to-point predictive routing is enabled in **Field Service Settings** | **Scheduling** | **Routing**. 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.
6. [Configure 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). To enable Enhanced Scheduling and Optimization for a territory, select **Use enhanced scheduling and optimization** in the service territory record. If the checkbox isn’t available, add it to the Service Territory page layout. Review the [limits and considerations](https://help.salesforce.com/s/articleView?id=service.pfs_enhanced_optimization_per_territory_limitations.htm&type=5&language=en_US) that apply when you're using Enhanced Optimization per Territory.
    
    ![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 Use of the Enhanced Scheduling and Optimization services is controlled by the service territory. Some territories can be enabled to use Enhanced Scheduling and Optimization while others aren’t, based on your rollout strategy. You can select to enable all service territories to use Enhanced Scheduling and Optimization in **Field Service Settings** | **Scheduling** | **General Logic**.
7. Review the [Considerations for Enhanced Scheduling and Optimization](https://help.salesforce.com/s/articleView?id=service.pfs_enhanced_available_considerations.htm&language=en_US) and [Limits and Limitations for Enhanced Scheduling and Optimization](https://help.salesforce.com/s/articleView?id=service.pfs_enhanced_available_limits.htm&language=en_US) that lists any differences in behavior with the old engine that require configuration, and limits to be aware of.
8. Determine whether you have custom batch processes that update data in service territories. If these bulk actions use different engines, split these processes into different datasets so that service territories from the same engine are processed together. All service appointment territories and service resource territories within the same optimization request 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. See [Limitations for Enhanced Optimization per Territory](https://help.salesforce.com/s/articleView?id=service.pfs_enhanced_optimization_per_territory_limitations.htm&type=5&language=en_US).
9. Update the Field Service Integration permission set, assigned to the Platform Integration User, to have Read access for any custom fields that are referenced by the scheduling logic. Enhanced Scheduling and Optimization uses the Platform Integration User.
10. (Optional) Enhanced Scheduling and Optimization provides [innovative features](https://help.salesforce.com/s/articleView?id=service.pfs_enhanced_available.htm&type=5&language=en_US) that were previously unavailable. Explore and apply these features to your solution as needed.
11. [Fine-tune the scheduling policy](https://help.salesforce.com/s/articleView?id=service.pfs_scheduling_policy_tuning.htm&release=264.0.0&type=5 "In scheduling policies, you set weights to service objectives. These weights represent the importance of each objective when the engine generates an optimal schedule. You can fine-tune the weights through an iterative tuning process to set weight values in your scheduling policy that closely align with your business KPIs.").
12. After testing Enhanced Scheduling and Optimization in a test environment, enable Enhanced Scheduling and Optimization for one or two service territories in production and evaluate the results. Use the [Optimization Hub](https://help.salesforce.com/s/articleView?id=service.pfs_optimization_hub_parent_page.htm&type=5&language=en_US) to collect scheduling KPI data and get feedback from business users. After you’ve verified that the pilot tests are successful, enable more service territories and make adjustments where required.

#### See Also

- [Enable Field Service](https://help.salesforce.com/s/articleView?id=service.fs_enable.htm&type=5&language=en_US)
- [Install the Field Service Managed Package](https://help.salesforce.com/s/articleView?id=service.pfs_install.htm&release=264.0.0&type=5 "After Field Service is enabled, install the managed package to gain access to the Classic Dispatch Console, scheduling tools, a range of custom objects, and Guided Setup.")
- [Assign Field Service Permissions](https://help.salesforce.com/s/articleView?id=service.pfs_set_profiles_perms.htm&release=264.0.0&type=5 "After you create your field service permission sets, give users the permissions they need to complete their field service tasks. You can assign permissions in Setup or in Guided Setup.")
- [Limits and Limitations for Enhanced Scheduling and Optimization](https://help.salesforce.com/s/articleView?id=service.pfs_enhanced_available_limits.htm&release=264.0.0&type=5 "Learn about the Enhanced Scheduling and Optimization limits and limitations.")
- [Create Field Service Permission Sets](https://help.salesforce.com/s/articleView?id=service.pfs_get_started.htm&release=264.0.0&type=5 "Create Field Service permission sets from the Field Service Admin app.")
- [Set Up Routing for Travel Time Calculations](https://help.salesforce.com/s/articleView?id=service.pfs_streetlevelrouting.htm&release=264.0.0&type=5 "Salesforce Field Service routing calculates travel times to determine the best route for mobile workers traveling to service appointments. This way, your team can work efficiently and maintain service levels. Accurate routing is essential for optimal scheduling because it provides more accurate travel time predictions so that mobile workers can complete more jobs in less time. This improved accuracy reduces travel costs and improves customer satisfaction by ensuring timely arrivals.")
- [Adopt and Implement Enhanced Scheduling and Optimization](https://help.salesforce.com/s/articleView?id=service.fs_eso_overview.htm&release=264.0.0&type=5 "Field Service’s Enhanced Scheduling and Optimization replaces the optimization functionality and associated manual and semiautomatic scheduling services you’ve been using. The new architecture and services are more efficient and improve scalability, performance, and schedule quality. Built on the Hyperforce platform, Enhanced Scheduling and Optimization hosts innovative new functionality to take Salesforce Field Service to the next level. Learn more about setting up optimization and creating optimization jobs, explore optimization metrics, and get scheduling recommendations. Start your journey to Enhanced Scheduling and Optimization, with resources for every step of your way.")
- [What’s Available in Enhanced Scheduling and Optimization](https://help.salesforce.com/s/articleView?id=service.pfs_enhanced_available.htm&type=5&language=en_US)