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.
Required Editions
| Available in: Lightning Experience |
| The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
This is a Field Service managed package feature.
| User Permissions Needed | |
|---|---|
| To edit the Field Service app: | Field Service Admin permission set |
| To enable permissions: | Manage Profiles and Permission Sets |
If your Salesforce org was created before Summer ‘24, configure Optimization Center to show in your org.
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Add the Optimization Center tab to the Field Service app.
- From Setup, in the Quick Find box, enter App Manager, and then select App Manager.
- From the Actions menu of the Field Service app, click Edit.
- In Choose the Tabs, select the Optimization Center tab from the Available Tabs list, and then click Save.
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Enable user permissions for the System Administrator profile.
- From Setup, in the Quick Find box, enter Users, and then select Profiles.
- Select the System Administrator profile, and then click Edit.
- In Tab Settings, under Custom Tab Settings, select Default On for Optimization Center, and then click Save.
- Test Your Field Service Configuration with Health Check
Use the Field Service Health Check to run a suite of automated tests on your Field Service settings and configuration data. When Health Check identifies a problem, you get on-the-spot recommendations to align your Field Service configuration with our best practices. - Review the History of Scheduling and Optimization Requests with Activity Reports
Get information on scheduling and optimization requests that you run. - Access Optimization Request Files
Retrieve the request and response files of your optimization requests.