Get Started with the Scheduling Console
The Scheduling Console is the new dispatching workspace for Field Service, built to replace the Classic Dispatch Console. The two consoles can coexist during the transition period, giving you time to migrate before the Classic Dispatch Console is retired.
Required Editions
| Available in: Lightning Experience |
| The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
This is a Field Service managed package feature.
Layout
The Scheduling Console brings the Gantt, service appointment list, and map together into a single workspace. The map can be displayed alongside the Gantt or detached into a separate browser tab or window.
Dispatchers can duplicate the console tab to set up a multi-screen configuration — using one window for the Gantt, another for the service appointment list, and the map in a separate tab on a third monitor.
Dispatchers can drag and drop service appointments across monitors — from the service appointment list to the Gantt, or from the map to the Gantt — to schedule or reschedule appointments without leaving their workspace.
Resizable separators between the Gantt, service appointment list, and map let dispatchers adjust the layout to fit their workflow.
Gantt
The following Gantt features are available in the Scheduling Console or coming in a future release.
| Feature | Available | Not Yet Available | Notes |
|---|---|---|---|
| Service Appointment Side Panel |  |
Enhanced from the Classic Dispatch Console. Replaces the lightbox displayed over the Gantt in the Classic Dispatch Console, which was configured via field sets, with an LWC-based side panel. A default Lightning page is automatically created based on the existing field set configuration. Admins can edit the default page or create their own in Lightning App Builder. See Service Appointment Side Panel in Features of the Scheduling Console. |
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| Gantt Label | |
No change from the Classic Dispatch Console. Existing Gantt label configurations transfer automatically — no setup required. |
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| Gantt Label Details | |
New in the Scheduling Console. Displays a subtitle directly on the service appointment tile and in popovers, giving dispatchers more appointment details at a glance. Populates the Gantt Label Details field on the Service Appointment object via a flow or another type of automation. |
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| Dynamic Appointment Color | |
No change from the Classic Dispatch Console. Default color is based on appointment status; overridden using the Gantt Color field. Existing color configurations transfer automatically — no setup required. |
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| Color by Scenario | |
Color-code appointments based on specific scenarios to override the default color. | |
| Gantt Zoom | |
Enhanced from the Classic Dispatch Console. Smooth, native zoom into any part of the Gantt horizon for seamless movement between the big picture and fine detail. |
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| Gantt Resolution of 1 Day, 2 Days, 3 Days, and 1 Week | |
No change from the Classic Dispatch Console. | |
| Gantt Resolution of 2 Weeks, 1 Month, Long Term, and Utilization Views | |
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| Service Territory-Based Time Zone | |
No change from the Classic Dispatch Console. The Gantt uses the service territory's time zone. Individual user time zones aren't supported. |
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| Week Numbers | |
No change from the Classic Dispatch Console. Users can show or hide week numbers on the Gantt. |
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| Holiday Indicators | |
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| Highlight Weekends | |
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| Gantt View Option Filters | |
Users can filter out non-working hours and show or hide weekends on the Gantt. | |
| Gantt Display Settings | |
Users can select the Gantt display times, the first day of the week shown on the Gantt, and show or hide week numbers and weekends on the Gantt. | |
| Utilization Percentages | |
Enhanced from the Classic Dispatch Console. Utilization percentages are displayed on service resource tiles and next to service territory names in the service resource list. Dispatchers can hover over a percentage to see a detailed breakdown. Percentages update automatically based on schedule updates and reflect the Gantt's date range. |
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| Reschedule, Change Status, Pin / Unpin, Find Candidates, and Unschedule Actions | |
Dispatch and Unschedule actions applied to multiple service appointments at the service territory level aren't available. | |
| Adjust Duration, Bundle, and Flag Actions | |
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| Custom Actions | |
Enhanced from the Classic Dispatch Console. Existing Apex and Visualforce custom actions built for the Classic Dispatch Console transfer automatically. Flow-based and LWC-based actions are new and available only in the Scheduling Console. |
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| Resource Schedule Optimization, In-Day, and Global Optimization | |
Enhanced from the Classic Dispatch Console. After each optimization run, shows metrics before and after optimization and a breakdown of service appointment updates. Global Optimization and In-Day Optimization are separate actions, allowing admins to enable both or assign different access levels to different users. Advanced settings are controlled via permissions — some users can access the full configuration, while others can run optimization with a single click. |
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| Activity Tracker | |
Enhanced from the Classic Dispatch Console. Centralized, real-time log of all scheduling and optimization processes. |
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| Service Resource | |||
| Service Resource Popover | |
Service resource popover on hover shows skills, skill levels, capacity, and available actions. Previously displayed as a lightbox in the Classic Dispatch Console with related objects. | |
| Service Resource Side Panel | |
Search service resources by name directly from the Gantt. | |
| Service Resource Search | |
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| Service Resource Gantt Label | |
No change from the Classic Dispatch Console. Existing service resource Gantt label configurations transfer automatically — no setup required. |
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| Skills and Service Resource Type Filters | |
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| Custom Service Resource Sorting and Filtering (Along with Working Resources Filter) | |
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| Filtering factors for utilization | |
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| Service Resource Utilization Sorting | |
View resources based on capacity and workload. | |
| Capacity-based Service Resource | |
Enhanced from the Classic Dispatch Console. View all service appointments assigned to a specific capacity-based service resource, with the ability to view details and perform actions. |
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| Resource Absences | |
Create resource absences on the Gantt by selecting Create | Resource Absences in the Scheduling Console header, or by clicking Create Absence in the service resource popover or action bar. Edit and Delete actions are available from the resource absence popover or action bar. Resource absence creation using drag and drop isn't supported. | |
| Resource Absence Popover | |
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| Resource Absence Custom Actions | |
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| Single and Multiple Service Resource Route Visualization | |
Enhanced from the Classic Dispatch Console: Viewing a single service resource’s route on the map. New in the Scheduling Console: Viewing multiple service resource routes on the map. |
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Service Appointment List
The following service appointment list features are available in the Scheduling Console or coming in a future release.
| Feature | Available | Not Yet Available | Notes |
|---|---|---|---|
| Create, and Edit Service Appointment List Views | |
Via the standard Salesforce service appointments list view. | |
| Search Within a Service Appointment List | |
Server-side filtering finds any appointment regardless of the display limit. Searching by lookup fields and searching for multiple values using commas aren't supported. | |
| Global Search | |
Enhanced from the Classic Dispatch Console. Admins can configure up to 10 fields for the service appointment global search. Previously limited to service appointment ID and service appointment number in the Classic Dispatch Console. |
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| Sorting | |
Server-side sorting regardless of the display limit. | |
| Match Gantt Dates | |
Matches appointments in the list to the Gantt's date range based on the Early Start and Due Date (or arrival window) fields. The list can be detached from the Gantt's date range to show appointments regardless of their time frame. | |
| Match Gantt Service Territories | |
New in the Scheduling Console. The list can be detached from the service territories shown on the Gantt. |
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| Gantt Rule Violations Filter | |
Rule violations are shown only for appointments currently displayed on the Gantt and within the Gantt's date range. | |
| Schedule, Reschedule, Dispatch, Unschedule, Show on Gantt, Show on Map, and Pin / Unpin Actions | |
The Dispatch and Unschedule actions aren't available at the service territory level. | |
| Find Candidates | |
Enhanced from the Classic Dispatch Console. Includes travel time details and AI-generated explanations for each candidate recommendation. See Find Candidates in Actions in the Scheduling Console. |
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| Flagging and Bundling | |
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| Schedule / Reschedule Multiple Service Appointments | |
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| Multi-screen Drag and Drop | |
Drag service appointments from the service appointment list to the Gantt, across monitors or within the same window. | |
| Service Appointment List Filters | |
Available filters: To-Do, Unscheduled, Scheduled, Canceled, Gantt Rule Violations, In Jeopardy, Match Gantt, Crews, and Contractors. Filters are available above the service appointment list. Admins can enable or disable specific filters for all users, or for users with specific profiles or permission sets. |
Map
The following map features are available in the Scheduling Console or coming in a future release.
| Feature | Available | Not Yet Available | Notes |
|---|---|---|---|
| Map Display | |
New in the Scheduling Console. Displays alongside the Gantt, or in a separate tab or window. |
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| Sync with Gantt and Service Appointment List | |
New in the Scheduling Console. The map data is fully synchronized with the Gantt, the service appointment list, or both simultaneously. |
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| Single and Multiple Service Resource Route Visualization | |
Enhanced from the Classic Dispatch Console: Routes for a single service resource are displayed directly on the map. New in the Scheduling Console: Enhanced multi-resource route overlay; shows the routes of multiple service resources overlaid on the map. |
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| Marker Layers | |
Show or hide service appointment markers, service resource markers, and home base locations on the map using map layers. | |
| View and Interact with Existing Map Polygons | |
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| Create and Edit Map Polygons | |
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| Find and Center Service Resources | |
Using the View Route action or map layers. | |
| Find and Center Service Appointments | |
Supported for single and multiple appointments. | |
| Map Reports | |
Additional Supported Features
The Scheduling Console supports the following features with some considerations to keep in mind.
| Feature | Details |
|---|---|
| Service Resource Types | All service resource types are supported: standard service resources, contractors, and crews. |
| Service Appointment Types | Standard service appointments are fully supported. Appointments that are part of a chain, bundle, or long-term arrangement are displayed on the Gantt but aren't specifically indicated as such. See Manage Field Service Appointments. |
| Agentforce | Fill gaps with Agentforce. |
Additional Migration Considerations
Use this table to plan your migration from the Classic Dispatch Console to the Scheduling Console.
| Feature | Status | Notes |
|---|---|---|
| Custom Resource Filters and Sorting | Not Yet Available | Currently supports filtering by skills and resource type only. Custom filters, sorting, and the Working Resource checkbox are planned for a future release. |
| Dispatch Console Settings Button | Not Supported | |
| Color Palettes | Not Yet Available | |
| Bundle | Not Yet Available | |
| Complex Work-Related UI Features | Not Yet Available | |
| Long Term Views | Not Yet Available | |
| CSS and JavaScript UI Customizations | Not Supported | |
| Bulk Actions for 200+ Records | Not Yet Available | The Schedule and Reschedule actions don't have this limit. |
| Flag / Unflag | Not Yet Available | |
| Adjust Duration from the Gantt | Not Yet Available | |
| Drag and Drop Snap To | Not Yet Available | |
| Map Reports | Not Yet Available | |
| Dispatcher Agent for Schedule Summary | Not Yet Available |
