Implement Field Service Enhanced Scheduling and Optimization

Field Service’s Enhanced Scheduling and Optimization replaces the optimization functionality and associated manual and semiautomatic scheduling services you’ve been using. The new architecture and services are more efficient and improve scalability, performance, and schedule quality. Built on the Hyperforce platform, Enhanced Scheduling and Optimization hosts innovative new functionality to take Salesforce Field Service to the next level. Learn more about setting up optimization and creating optimization jobs, explore optimization metrics, and get scheduling recommendations. Start your journey to Enhanced Scheduling and Optimization, with resources for every step of your way.

Your Guide to Enhanced Scheduling and Optimization

Get Started	Set Up Enhanced Scheduling and Optimization	Considerations and Limitations
Get Started with Schedule Automation and Optimization in Field Service	Enable Enhanced Scheduling and Optimization	Considerations for Enhanced Scheduling and Optimization
How Does the Field Service Optimization Engine Work?	Transition to Enhanced Scheduling and Optimization	Limits and Limitations for Enhanced Scheduling and Optimization
What’s Available in Enhanced Scheduling and Optimization	Create the Field Service Integration Permission Set	Limitations for Enhanced Optimization per Territory
Guidelines for Effective Schedule Automation and Optimization in Field Service	Configure Remote Site Settings	Field Service Limits and Limitations
Create and Manage Field Service Scheduling Policies	(Enable Point-to-Point Routing) Set Up Routing for Travel Time Calculations	Additional Resources:
Create and Manage Field Service Work Rules	Set Up Enhanced Optimization per Territory	What’s the Fate of Older Salesforce Customizations?
Create and Manage Field Service Objectives
Additional Resources:
Get Ready for Scheduling and Optimization
What’s Schedule Optimization?
Video: Enhanced Scheduling and Optimization (Spring ’23)
Video: Enhanced Scheduling and Optimization (Summer ’23)
Video: Optimization Enablement Basics - Optimization Challenge
Video: Introduction to Field Service Schedule Optimization
Enhanced Features	Optimize your Schedule	Explore Metrics
Video: Travel Modes	Optimize Your Schedule from the Field Service Classic Dispatch Console	Explore Metrics in Field Service Optimization Hub
Set Up Travel Modes	Optimize Today’s Field Service Schedule	Field Service Operations Home
Video: Holiday Management	Optimize a Single Field Service Resource’s Schedule	Improve Operations with Field Service Intelligence
Add Holidays to Operating Hours	Manage Scheduled Jobs in Field Service
Video: Flexible Breaks	Optimization Horizon
(Multiple Flexible Breaks) Work Rule Entry Type: Service Resource Availability	Optimize Field Service Appointments by Using Priorities
Video: Service Appointment Sliding	Manage Optimization Conflicts
Sliding and Reshuffling for Scheduling and Appointment Booking	Trailhead: Field Service Optimization
Appointment Insights	Optimize Field Service Schedules
(Offsite Appointments) Service Appointment Fields for Field Service	Optimize Your Field Service Schedule
(Work Capacity Limits) Manage Work Capacity in Field Service
(Travel Time Buffer) Set Up Routing for Travel Time Calculations
(Enhanced Scheduled Jobs) Manage Scheduled Jobs in Field Service
(Keep Scheduled) Manage Scheduled Jobs in Field Service
Field Service Optimization Center
(Same Site Service Objective) Create and Manage Field Service Objectives
(Skill Preference Service Objective) Create and Manage Field Service Objectives
Video: Complex Work
Complex Work in Field Service
Monitor and Troubleshoot	Scheduling and Optimization Solutions	Improve your Schedule with Appointment Insights
Monitor Optimization Requests	Field Service Scheduling and Optimization Solutions	Get Recommendations with Appointment Insights
Field Service Enhanced Scheduling and Optimization Error Messages	Represent My Workforce Field Service
Get Information on Optimization with Field Service Optimization Center	Define Which Field Service Resources Perform Work and Where
	Define When Field Service Resources Perform Work
	Define Field Service Work
	Manage the Field Service Schedule