Configure your Optimization Request Files settings.
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 configure Optimization Request Files: | Field Service Admin permission set AND Field Service Integration permission set |
Note Optimization Request Files doesn’t support Government Cloud environments.
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Assign users these permission sets. See Assign Field Service Permissions.
- Field Service Admin permissions
- Field Service Integration permissions
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Enable Optimization Request Files.
- From the App Launcher, find and open the Field Service Admin app, and then click the Field Service Settings tab.
- Click Scheduling | General Logic and enable Generate activity reports and retrieve optimization request files.