---
schema_version: "1"
id: 31128009d224e210348b66cd370532df9b1bcc8219fc704bae8f51756e247925
title: Field Service Scheduling and Optimization Solutions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/pfs_solutions_sched_and_opt.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.pfs_solutions_sched_and_opt.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a7489ee6ea7c19c843f0951011e9b3162467ffd0e3be0ca27afdd1b523762a03
description: Salesforce Field Service is used by a wide variety of customers across many industries. The tasks and activities that you do can vary significantly depending on your industry, business model, and service operations model. At Salesforce, we relate your core business objectives, needs, and user workflows to a job you need to do. The jobs framework helps us understand what customers want to achieve by focusing on their needs and how the product or service can address them. The use cases identify the core job, large or small, that a user must perform, solve, or complete to succeed. Review the different use cases, understand what industries they're most common in, and learn about the scheduling and optimization features and solutions Field Service offers to solve them.
products:
  - Field Service
release: "264"
---
# Field Service Scheduling and Optimization Solutions

Salesforce Field Service is used by a wide variety of customers across many industries. The tasks and activities that you do can vary significantly depending on your industry, business model, and service operations model. At Salesforce, we relate your core business objectives, needs, and user workflows to a job you need to do. The jobs framework helps us understand what customers want to achieve by focusing on their needs and how the product or service can address them. The use cases identify the core job, large or small, that a user must perform, solve, or complete to succeed. Review the different use cases, understand what industries they're most common in, and learn about the scheduling and optimization features and solutions Field Service offers to solve them.

### 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: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Agentforce Field Service and Operations 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>

![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._

![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 These are some common workforce and scheduling-related jobs and use cases that are ‌essential for Field Service to support your core business objectives. We’ve identified the industries that these use cases typically apply to, but they can also be used in other industries that aren’t listed in the Industries Categories.

When setting up your workforce, consider your main jobs and the related jobs. Your main job is the core task that you want to achieve. The related jobs are supplementary tasks that enhance your overall experience and make you more successful.

- **[Represent My Workforce in Field Service](https://help.salesforce.com/s/articleView?id=service.pfs_solutions_represent_workforce.htm&release=264.0.0&type=5)**  
    To effectively schedule, track, and maintain service appointments, you must first set up your workforce and various types of workers as service resources in Field Service.
- **[Define Which Field Service Resources Perform Work and Where](https://help.salesforce.com/s/articleView?id=service.pfs_solutions_define_which_resource.htm&release=264.0.0&type=5)**  
    Configure Field Service to make sure that your workforce is scheduled only for appointments they're qualified to perform, based on their expertise, supported work types, and relevant geographies or lines of business.
- **[Define When Field Service Resources Perform Work](https://help.salesforce.com/s/articleView?id=service.pfs_solutions_define_when_resources_work.htm&release=264.0.0&type=5)**  
    Like any worker, Field Service resources have specific days and hours that they’re available for work, and times they are unavailable. Learn how to configure workforce availability to make sure your service resources are assigned work only when they’re available.
- **[Define Field Service Work](https://help.salesforce.com/s/articleView?id=service.pfs_solutions_define_work.htm&release=264.0.0&type=5)**  
    Define the various types of work and their details—such as duration, due date, and job requirements—in Field Service to schedule and execute work efficiently and effectively.
- **[Manage the Field Service Schedule](https://help.salesforce.com/s/articleView?id=service.pfs_solutions_manage_schedule.htm&release=264.0.0&type=5)**  
    Learn how to create schedules for your workforce, and manage them when unexpected events occur. Discover the tools that Field Service provides to help you create optimal schedules that fit your business constraints and goals.