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Schedule an Appointment Automatically
Schedule a Field Service appointment in a hurry with Auto Schedule—right from the appointment itself. Auto Schedule finds the best available slot based on your scheduling policy.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To auto-schedule from a service appointment: | One of these custom permission sets:
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This is a Field Service managed package feature.
To grade available time slots, Auto Schedule uses rules and objectives in a scheduling policy. In the Field Service Admin app, specify the default policy in Field Service Settings | Dispatcher Console UI | Gantt Configurations. To override the default, add the Scheduling Policy Used field to the service appointment layout. Before you auto-schedule the appointment, select a scheduling policy in this field.
- Customize the service appointment page layout, and add the Auto Schedule field. Optionally, add the Scheduling Policy Used field.
- Open the service appointment that you want to schedule, and select Auto Schedule. Optionally, select a scheduling policy to use instead of the default policy.
- Click Save.
If Auto Schedule is selected on a service appointment, wait until the appointment’s location is geocoded before scheduling it. In the Field Service Admin app, under Field Service Settings | Scheduling | General Logic, select Delay auto-scheduling until appointments are geocoded and save your changes.
- The Delay auto-scheduling until appointments are geocoded setting doesn’t apply to appointments without an address (such appointments are scheduled without delay). Auto Schedule uses the scheduling policy listed in the appointment’s Scheduling Policy Used field. If no policy is listed, the default scheduling policy in your Appointment Booking settings is used.
- Delay auto-scheduling until appointments are geocoded works only if the Data Integration Rule for Service Appointment Address has Bypass triggers turned off.
- We recommend waiting for the Auto Schedule to complete before updating a service appointment, otherwise your update could trigger the Auto Schedule before the service appointment is geocoded.
Auto Schedule tries to find the best slot for the appointment. It’s then deselected in the appointment record regardless of whether scheduling is successful.
