---
schema_version: "1"
id: b7b2f40c79141337d79fa5dd2ef80b32bc614049b702e9f249598fc55067cff7
title: Set Up Service Appointment Lifecycle
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/pfs_service_appointment_lifecycle_set_up.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.pfs_service_appointment_lifecycle_set_up.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0a93f3adf18e6ae277bade9e314bde8154ad6c69a3bee46bd9f7c908d77d05fe
description: Configure your Service Appointment Lifecycle settings.
products:
  - Field Service
release: "264"
---
# Set Up Service Appointment Lifecycle

Configure your Service Appointment Lifecycle settings.

### 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: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Field Service core features, managed package, and mobile app are available in <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>
          <col>
        </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="d35753e71">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d35753e71 ">To assign a permission set license:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d35753e71 ">Manage Users</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d35753e71 ">To configure Service Appointment Lifecycle:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d35753e71 ">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._

Before you configure Service Appointment Lifecycle, make sure that you meet these requirements.

- Field Service is enabled.
- The Platform Integration User has the Manage Service Appointment Lifecycle and the View Service Appointment Lifecycle permissions.

1. From Setup, in the Quick Find box, enter Field Service Settings, and then select **Field Service Settings**. Under the Service Appointment Lifecycle section, select **Track the lifecycle of service appointments**, and then save your changes.
2. Assign users the Field Service Dispatcher permission set. See [Assign Field Service Permissions](https://help.salesforce.com/s/articleView?id=service.pfs_set_profiles_perms.htm&language=en_US).
3. Add the Service Appointment Lifecycle Lightning web component to the service appointment record page.
    
    ![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 customized the layout of the service appointment record page, you must add the Service Appointment Lifecycle component. If you didn’t customize the layout, the component is available by default.
    
    1. From the object management settings for service appointments, go to Lightning Record Pages.
    2. Select the Lightning record page that you want to add the Service Appointment Lifecycle component to, and then click **Edit**.
    3. In Lightning App Builder, from the Tabs component properties, add a tab and name it Service Appointment Lifecycle. See [Add and Customize Tabs](https://help.salesforce.com/s/articleView?id=platform.lightning_app_builder_customize_lex_pages_add_tabs.htm&language=en_US).
    4. To add the Service Appointment Lifecycle component to a tab, select the tab on the canvas and then drop the component directly below it.
        
        ![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 Add a Service Appointment Lifecycle tab as described in this step. However, you can also drag the component to any location on the Lightning record page.
    5. Save your work and activate the Lightning record page.

Review these considerations for Service Appointment Lifecycle.

- Service appointment lifecycle activity information is automatically deleted from the database after 30 days.
- Each change is registered with the user who invoked it. This can be a dispatcher, a mobile worker, or an Agentforce agent. If an activity is a scheduled job, it’s registered with the System Administrator user who configured it.

#### See Also

- [Create Field Service Permission Sets](https://help.salesforce.com/s/articleView?id=service.pfs_get_started.htm&language=en_US)
- [Manage Field Service Permissions](https://help.salesforce.com/s/articleView?id=service.fs_manage_permissions.htm&language=en_US)
- [Create and Configure Lightning Experience Record Pages](https://help.salesforce.com/s/articleView?id=platform.lightning_app_builder_customize_lex_pages.htm&language=en_US)
- [Activate Lightning Experience Record Pages](https://help.salesforce.com/s/articleView?id=platform.lightning_app_builder_customize_lex_pages_activate.htm&language=en_US)