Set the org-level defaults that control how Workforce Scheduling creates and schedules service appointments — and, for field work, how it optimizes the schedule.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions |
Field scheduling covers work that a resource performs at the customer’s location, such as home visits or site inspections, tracked as Visits or Service Appointments. Configure org-level defaults for how field appointments are created, scheduled, and optimized — including due dates, status transitions, operating hours, appointment sliding and pinning, travel time, and optimization commit modes.
On-site scheduling covers work performed at a branch or office, such as an in-office interview, tracked as Interactions or Service Appointments. Configure org-level defaults for how on-site appointments are scheduled — including status transitions, pin criteria, lobby management for drop-in appointments, and multi-resource scheduling.
- Configure Field Scheduling and Optimization in Workforce Scheduling
Set up how Workforce Scheduling creates service appointments, schedules them, and optimizes the schedule for field work. These org-level settings apply to all field service appointments.