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            Set Up Optimization Request Files

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            Set Up Optimization Request Files

            Configure your Optimization Request Files settings.

            Required Editions

            Available in: Lightning Experience
            The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.

            Package icon This is a Field Service managed package feature.

            User Permissions Needed
            To configure Optimization Request Files: Field Service Admin permission set AND Field Service Integration permission set
            Note
            Note Optimization Request Files doesn’t support Government Cloud environments.
            1. Assign users these permission sets. See Assign Field Service Permissions.
              • Field Service Admin permissions
              • Field Service Integration permissions
            2. Enable Optimization Request Files.
              1. From the App Launcher, find and open the Field Service Admin app, and then click the Field Service Settings tab.
              2. Click Scheduling | General Logic and enable Generate activity reports and retrieve optimization request files.
             
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