--- schema_version: "1" id: 023b4dedbb56b71b0804390329bfd24a756d1d48d531739d24e732daa6ccb8e6 title: Optimize Your Field Service Schedule collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/pfs_optimization.md canonical_url: https://help.salesforce.com/s/articleView?id=service.pfs_optimization.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: a69edad9451fa5f332ea429185a270f72acfd04d9dc687b9354f31448cdb1c35 description: Use schedule optimization to create an optimal schedule and help comply with service-level agreements while minimizing travel time, overtime, costs, and no-shows. products: - Field Service release: "264" --- # Optimize Your Field Service Schedule Use schedule optimization to create an optimal schedule and help comply with service-level agreements while minimizing travel time, overtime, costs, and no-shows. ### Required Editions
Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
![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._ - **[Drive Field Service Strategic Outcomes with Data](https://help.salesforce.com/s/articleView?id=service.pfs_data_driven_scheduling.htm&release=264.0.0&type=5)** Go beyond basic operational efficiency and unlock smarter Field Service scheduling with Enhanced Scheduling and Optimization. - **[Manage Scheduled Jobs in Field Service](https://help.salesforce.com/s/articleView?id=service.pfs_set_up_jobs_enhanced.htm&release=264.0.0&type=5)** Optimize your team’s Field Service schedule for one or more service territories across a specified range of days. You can configure the optimization to run automatically, for example, every night or several times a day, or run it as needed. - **[Optimize Your Schedule from the Field Service Classic Dispatch Console](https://help.salesforce.com/s/articleView?id=service.pfs_optimize_dispatcher.htm&release=264.0.0&type=5)** Optimize your team’s Field Service schedule by running optimization directly from the Classic Dispatch Console for one or more territories. Use optimization to handle last-minute changes to your schedule. Manual optimization is ideal for handling cancellations, appointments that got dropped from the Gantt and need to be rescheduled, and high-priority last-minute appointments. It’s especially useful when selecting a scheduling policy that uses in-day optimization, which can optimize your schedule in as little as 5 minutes. - **[Optimize Today’s Field Service Schedule](https://help.salesforce.com/s/articleView?id=service.pfs_in_day_optimization.htm&release=264.0.0&type=5)** Dispatchers can navigate last-minute schedule changes by rapidly optimizing their team’s schedule for one or more service territories on the day of service by manually running the optimization from the Classic Dispatch Console. You can also run in-day optimization automatically several times a day using scheduled jobs, or run jobs manually, as needed. - **[Optimize a Single Field Service Resource’s Schedule](https://help.salesforce.com/s/articleView?id=service.pfs_resource_optimization_user.htm&release=264.0.0&type=5)** In Field Service, when last-minute developments occur like canceled jobs or lateness, use Resource Schedule Optimization (RSO) to design the best schedulefor an individual service resource. - **[Use Cases for Field Service Multiday Work Optimization](https://help.salesforce.com/s/articleView?id=service.pfs_multiday_optimization.htm&release=264.0.0&type=5)** Optimizing multi-day work alongside regular appointments has a direct impact on the KPIs that matter to asset-heavy field service organizations: fewer visits per asset, higher resource utilization, lower travel and mobilization cost, and schedules dispatchers trust without manual cleanup. During global and in-day optimization, the engine can schedule, move, or drop multiday work in order to improve the schedule quality. By dynamically adjusting multiday work alongside shorter appointments, the engine closes schedule gaps and reduces disruptions. - **[Optimization Horizon](https://help.salesforce.com/s/articleView?id=service.pfs_optimization_horizon.htm&release=264.0.0&type=5)** Specify a time period for your Field Service optimization requests to focus optimization processing on the required dataset. - **[Monitor Field Service Schedule Optimization Requests](https://help.salesforce.com/s/articleView?id=service.pfs_monitor_optimization_requests.htm&release=264.0.0&type=5)** Keep an eye on all Field Service schedule optimization requests from the Gantt or the Optimization Requests custom tab. - **[Field Service Enhanced Scheduling and Optimization Error Messages](https://help.salesforce.com/s/articleView?id=service.pfs_enhanced_error_messages.htm&release=264.0.0&type=5)** Error messages indicate that something is blocking the operation or automation of scheduling and optimization services. Errors can occur due to operational issues, invalid data, logic configuration, or incorrect setup. - **[Gain Visibility into Optimizations with Field Service Optimization Insights](https://help.salesforce.com/s/articleView?id=service.pfs_monitor_optimization_insights.htm&release=264.0.0&type=5)** In Field Service, learn at a glance if a global or in-day optimization reduces travel time or improves utilization. As you refine a scheduling policy, view a snapshot of optimization results and KPI changes. - **[Get Information on Optimization with Field Service Optimization Center](https://help.salesforce.com/s/articleView?id=service.pfs_optimization_center.htm&release=264.0.0&type=5)** Optimization Center is where you can find all features related to monitoring Field Service activities and troubleshooting issues. It gives you visibility into how Field Service is used and how it affects your business. - **[Get Scheduling Recommendations with Field Service Appointment Insights](https://help.salesforce.com/s/articleView?id=service.pfs_appointment_insights_parent_page.htm&release=264.0.0&type=5)** Learn how Appointment Insights can help you improve the scheduling of service appointments. Appointment Insights helps you understand why a service appointment can’t be scheduled during optimization and which work rules are preventing its scheduling. - **[Set Up After Field Service Sandbox Refresh](https://help.salesforce.com/s/articleView?id=service.pfs_set_up_sandbox_after_refresh.htm&release=264.0.0&type=5)** After you refresh a sandbox for Field Service, you must verify that sandbox remote sites are active. Then configure your Salesforce sandboxes to use independent remote sites for street-level routing (SLR) and optimization services, and verify your default policies and operating hours. #### 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.") - [Implement Field Service 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.") - [Work in the Field Service Classic Dispatch Console](https://help.salesforce.com/s/articleView?id=service.pfs_tab_and_console.htm&release=264.0.0&type=5 "The Field Service Classic Dispatch Console, also known as the dispatcher console, is the original main working space for dispatchers. It features a dynamic map and a highly customizable Gantt chart showing upcoming appointments, active team members, and more. As of Summer '26, dispatchers can use the Scheduling Console, which replaces the Classic Dispatch Console.")