Loading
Agentforce Field Service and Operations
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Set Up Optimization Hub

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Field Service and Operations

            Set Up Optimization Hub

            Assign user permissions and add the Optimization Hub Lightning web component to the optimization request record page.

            Required Editions

            User Permissions Needed
            To assign a permission set license: Manage Users
            To configure Optimization Hub: Customize Application

            Package icon This is a Field Service managed package feature.

            Note
            Note Optimization Hub is available only when you’re using Enhanced Scheduling and Optimization.
            1. Assign users one of these permission sets. See Assign Field Service Permissions.
              • Field Service Admin permission set
              • Field Service Dispatcher permission set
            2. Add the Optimization Hub Lightning web component to the optimization request record page.
              1. From the object management settings for optimization requests, go to Lightning Record Pages.
              2. Select the Lightning record page that you want to add the Optimization Hub component to, and then click Edit.
              3. In Lightning App Builder, drag the Optimization Hub component onto the canvas.
                For an optimal view, use the Header and One Region template as the layout for Optimization Hub. See Lightning Page Templates.
              4. If Optimization Insights is configured and added to the layout, remove it from the canvas.
              5. Save your work and activate the Lightning record page.
             
            Loading
            Salesforce Help | Article