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.
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. |
| User Permissions Needed | |
|---|---|
| To configure settings in the Field Service Admin app and Field Service Settings app: | Field Service Admin Permission Set |
| To configure remote settings: | Customize Application or Modify All Data |
This is a Field Service managed package feature.
- Verify that sandbox remote sites are active. From Setup, in the Quick Find box, enter Remote Site Settings, and then select Remote Site Settings. Activate the FSL_GIS_SB and FSL_Optimize_SB sites. Reauthenticate your optimization user and register street-level routing.
- Register street-level routing. To register SLR, in the Field Service Admin app, select the Field Service Settings tab and then select Scheduling. Select Routing and click the Register button if shown.
- Reactivate Optimization. See Set Up Optimization
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In the managed package Field Service Settings app, verify the following:
If you refreshed a developer sandbox, you must first create operating hours and scheduling policies and then verify.
- Default Emergency Policy and Default Scheduling Policies. See Create and Manage Scheduling Policies
- Default Operating Hours. See Guidelines for Creating Operating Hours for Field Service
- Optimization Scheduled Jobs policy. See Set Up and Run Optimization Jobs
- Scheduling Recipes Policies. See Create Scheduling Recipes for Common Events
- Run health check. See Test Your Field Service Configuration with Health Check