Book Sevice Appointment Licenses and Permissions

Review the licenses and permission sets needed for different personas to set up and use Book Service Appointment.

Required Editions

Available in: Lightning Experience

Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability.

Review the licenses required to use Book Service Appointment.

License	Description
Salesforce Field Service	You must install Field Service Managed Package if you want to use Book Service Appointment.
Book Service Appointment	Enable this to access the Book Service Appointment LWC and Connect APIs used to fetch and book slots.
Field Service Scheduling	Enable this to schedule service appointments.

Review the permission sets that each persona needs to set up and use Book Service Appointment.

Tasks	Permission Sets
Admin: Manage all Field Service objects, including the Field Service Admin app, Field Service Visualforce pages, and logic services.	Field Service Admin Permissions Field Service Admin License* The Field Service Admin License permission set isn’t created in the newer Salesforce org, so it doesn’t need to be assigned to users.
Agent: Access all global actions and their related objects to create, book, and schedule service appointments.	Field Service Agent Permissions Field Service Agent License* The Field Service Agent License permission set isn’t created in the newer Salesforce org, so it doesn’t need to be assigned to users.
Technician: Manage service appointments and their related parent objects.	Field Service Mobile License Field Service Resource License Field Service Resource Permissions

Tasks

Permission Sets

Admin: Manage all Field Service objects, including the Field Service Admin app, Field Service Visualforce pages, and logic services.

Field Service Admin Permissions
Field Service Admin License*

The Field Service Admin License permission set isn’t created in the newer Salesforce org, so it doesn’t need to be assigned to users.

Agent: Access all global actions and their related objects to create, book, and schedule service appointments.

Field Service Agent Permissions
Field Service Agent License*

The Field Service Agent License permission set isn’t created in the newer Salesforce org, so it doesn’t need to be assigned to users.

Technician: Manage service appointments and their related parent objects.

Field Service Mobile License
Field Service Resource License
Field Service Resource Permissions