---
schema_version: "1"
id: 54b9b02ad6bc2f6b343bedac174658fdefff59635f454b980a1c8da79b319fcd
title: Configure Workforce Scheduling and Optimization
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/wfs_config_scheduling.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.wfs_config_scheduling.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b32e324637dc33449487dc904d9e3438c06a6fd5a01e5a5781c9eec9c4028f67
description: Set the org-level defaults that control how Workforce Scheduling creates and schedules service appointments — and, for field work, how it optimizes the schedule.
products:
  - Public Sector
  - Service Cloud
release: "264"
---
# Configure Workforce Scheduling and Optimization

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

<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;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

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](https://help.salesforce.com/s/articleView?id=service.wfs_config_scheduling_field.htm&release=264.0.0&type=5)**  
    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.