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          Book Sevice Appointment Licenses and Permissions

          Book Sevice Appointment Licenses and Permissions

          Review the licenses and permission sets needed for different personas to set up and use Book Service Appointment.

          Required Editions

          Available in: Lightning Experience
          Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability.

          Review the licenses required to use Book Service Appointment.

          License Description
          Salesforce Field Service You must install Field Service Managed Package if you want to use Book Service Appointment.
          Book Service Appointment Enable this to access the Book Service Appointment LWC and Connect APIs used to fetch and book slots.
          Field Service Scheduling Enable this to schedule service appointments.

          Review the permission sets that each persona needs to set up and use Book Service Appointment.

          Tasks Permission Sets
          Admin: Manage all Field Service objects, including the Field Service Admin app, Field Service Visualforce pages, and logic services.
          • Field Service Admin Permissions
          • Field Service Admin License*

          The Field Service Admin License permission set isn’t created in the newer Salesforce org, so it doesn’t need to be assigned to users.

          Agent: Access all global actions and their related objects to create, book, and schedule service appointments.

          • Field Service Agent Permissions
          • Field Service Agent License*

          The Field Service Agent License permission set isn’t created in the newer Salesforce org, so it doesn’t need to be assigned to users.

          Technician: Manage service appointments and their related parent objects.

          • Field Service Mobile License
          • Field Service Resource License
          • Field Service Resource Permissions
           
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