---
schema_version: "1"
id: 44a3ebcc7e6ce4f655bbaa53cde529586a231707b5babdf2cecad4b9b96935fe
title: Configure Field Scheduling and Optimization in Workforce Scheduling
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/wfs_config_scheduling_field.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.wfs_config_scheduling_field.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c3e7e4d49f0d0074340ce048240566edae2400d93a8d5d306661954ec677fae8
description: 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.
products:
  - Public Sector
  - Service Cloud
release: "264"
---
# 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.

### 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>

The Scheduling and Optimization settings for field work are organized into sections that follow how appointments move through Workforce Scheduling: how appointments are created, how they’re scheduled, and how the schedule is optimized.

Service Appointments

Set default due dates for auto-created service appointments, and map appointment lifecycle events to the service appointment status.

Scheduling

Set default operating hours for the field scheduling flow and travel-time defaults, turn on appointment sliding, and pin appointments by status.

Optimization

Set pin criteria and commit modes for global, in-day, and resource optimization.

- **[Configure Scheduling Behavior for Field Work in Workforce Scheduling](https://help.salesforce.com/s/articleView?id=service.wfs_config_scheduling_field_behavior.htm&release=264.0.0&type=5)**  
    Configure org-level defaults for how Workforce Scheduling schedules field appointments, such as due dates, status transitions, sliding, pinning, and travel time.
- **[Configure Optimization for Field Work in Workforce Scheduling](https://help.salesforce.com/s/articleView?id=service.wfs_config_scheduling_field_opt.htm&release=264.0.0&type=5)**  
    Configure org-level defaults for field-work optimization, including pin criteria and commit mode for global, in-day, and resource schedule optimization runs. Optimization is relevant to field appointments only.
- **[Guidelines for Using Workforce Scheduling Commit Mode](https://help.salesforce.com/s/articleView?id=service.wfs_config_scheduling_field_commit_guide.htm&release=264.0.0&type=5)**  
    Learn what happens when a dispatcher or scheduling operation makes a change to the schedule that conflicts with an ongoing optimization process, and how the system behaves depending on the selected Commit Mode.