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            Set Up After Field Service Sandbox Refresh

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            Set Up After Field Service Sandbox Refresh

            After you refresh a sandbox for Field Service, you must verify that sandbox remote sites are active. Then configure your Salesforce sandboxes to use independent remote sites for street-level routing (SLR) and optimization services, and verify your default policies and operating hours.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To configure settings in the Field Service Admin app and Field Service Settings app: Field Service Admin Permission Set
            To configure remote settings: Customize Application or Modify All Data

            Package icon This is a Field Service managed package feature.

            1. Verify that sandbox remote sites are active. From Setup, in the Quick Find box, enter Remote Site Settings, and then select Remote Site Settings. Activate the FSL_GIS_SB and FSL_Optimize_SB sites. Reauthenticate your optimization user and register street-level routing.
            2. Register street-level routing. To register SLR, in the Field Service Admin app, select the Field Service Settings tab and then select Scheduling. Select Routing and click the Register button if shown.
            3. Reactivate Optimization. See Set Up Optimization
            4. In the managed package Field Service Settings app, verify the following:
              If you refreshed a developer sandbox, you must first create operating hours and scheduling policies and then verify.
              1. Default Emergency Policy and Default Scheduling Policies. See Create and Manage Scheduling Policies
              2. Default Operating Hours. See Guidelines for Creating Operating Hours for Field Service
              3. Optimization Scheduled Jobs policy. See Set Up and Run Optimization Jobs
              4. Scheduling Recipes Policies. See Create Scheduling Recipes for Common Events
            5. Run health check. See Test Your Field Service Configuration with Health Check
             
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