{"id":588,"date":"2019-09-27T13:15:19","date_gmt":"2019-09-27T13:15:19","guid":{"rendered":"https:\/\/www.dhruvsoft.com\/blog\/?p=588"},"modified":"2024-07-26T09:41:56","modified_gmt":"2024-07-26T09:41:56","slug":"setup-salesforce-field-service-lightning","status":"publish","type":"post","link":"https:\/\/www.dhruvsoft.com\/blog\/setup-salesforce-field-service-lightning\/","title":{"rendered":"How to setup Salesforce Field service"},"content":{"rendered":"\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_83 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.dhruvsoft.com\/blog\/setup-salesforce-field-service-lightning\/#What_is_Salesforce_Field_Service_Lightning\" >What is Salesforce Field Service Lightning<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.dhruvsoft.com\/blog\/setup-salesforce-field-service-lightning\/#Steps_to_setup_the_Field_Service_Lightning\" >Steps to setup the Field Service Lightning<\/a><ul class='ez-toc-list-level-5' ><li class='ez-toc-heading-level-5'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.dhruvsoft.com\/blog\/setup-salesforce-field-service-lightning\/#Enable_Field_Service_Lightning\" >Enable Field Service Lightning<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.dhruvsoft.com\/blog\/setup-salesforce-field-service-lightning\/#Install_FSL_Managed_Package\" >Install FSL Managed Package<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.dhruvsoft.com\/blog\/setup-salesforce-field-service-lightning\/#Managed_Package_settings\" >Managed Package settings:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.dhruvsoft.com\/blog\/setup-salesforce-field-service-lightning\/#Need_help_with_Field_Service_Lightning\" >Need help with Field Service Lightning?<\/a><\/li><\/ul><\/nav><\/div>\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_is_Salesforce_Field_Service_Lightning\"><\/span> What is Salesforce Field Service Lightning<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p><em>Field Service Lightning (FSL)<\/em> helps in scheduling the correct person or team to complete the work at the customer&#8217;s site at the right time.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"840\" height=\"480\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Salesforce-Field-service.jpg\" alt=\"Field Service Lightning\" class=\"wp-image-602\" title=\"setup Salesforce Field service\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Salesforce-Field-service.jpg 840w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Salesforce-Field-service-300x171.jpg 300w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Salesforce-Field-service-768x439.jpg 768w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/figure><\/div>\n\n\n\n<!--more-->\n\n\n\n<p>For example, a customer purchased a washing machine two months ago and now there is a problem with the display panel in the machine. The customer immediately make a call to the call center and explains the problem to the agent then the agent will create a case as per customer complaint and will create a work order from the case related list by entering the details like Service Territory ( Area that customer belongs to), Work type (Type of the work to be completed), start date (when it should be started), End Date (when it should be complete) , Subject, Duration, Duration Type (Hours or Minutes), Priority, Description and customer Address (Street, City, State, Zip, Country).&nbsp;<\/p>\n\n\n\n<p>If the Work Type is selected in the Work Order then the Duration, Duration Type will be auto-populated. If the Auto-Create Service Appointment in the Work type is set to True the system will auto-create the service appointment or Agent has to create and schedule the appointment to the Service Resource by clicking the \u00e2\u20ac\u02dcBook appointment\u00e2\u20ac\u02dc or \u00e2\u20ac\u02dcCandidates\u00e2\u20ac&#x2122; chatter actions. These chatter actions will work based on Work rules and Scheduling policies. Then the assigned resource will go to the customer\u00e2\u20ac&#x2122;s site as per the schedule and finish the work and complete Service appointment by using the FSL mobile app.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Steps_to_setup_the_Field_Service_Lightning\"><\/span>Steps to setup the Field Service Lightning<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<h5 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Enable_Field_Service_Lightning\"><\/span>Enable Field Service Lightning<span class=\"ez-toc-section-end\"><\/span><\/h5>\n\n\n\n<p>&nbsp;1) Setup -&gt;Field Service Settings  <strong>\u00e2\u2020\u2019<\/strong> Enable Field Service Lightning<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter is-resized\"><a href=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Field-Service-Settings.jpg\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Field-Service-Settings.jpg\" title=\"Field Service Settings\" alt=\"Field Service Settings\" class=\"wp-image-590\" width=\"597\" height=\"144\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Field-Service-Settings.jpg 898w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Field-Service-Settings-300x73.jpg 300w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Field-Service-Settings-768x186.jpg 768w\" sizes=\"auto, (max-width: 597px) 100vw, 597px\" \/><\/a><\/figure><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><figure><a href=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Enable-Field-Service-Lightning.jpg\"><img loading=\"lazy\" decoding=\"async\" width=\"793\" height=\"398\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Enable-Field-Service-Lightning.jpg\" title=\"Enable Field Service Lightning\" alt=\"Enable Field Service Lightning\" class=\"wp-image-589\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Enable-Field-Service-Lightning.jpg 793w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Enable-Field-Service-Lightning-300x151.jpg 300w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Enable-Field-Service-Lightning-768x385.jpg 768w\" sizes=\"auto, (max-width: 793px) 100vw, 793px\" \/><\/a><\/figure><\/figure><\/div>\n\n\n\n<p>2) In theNotifications section select Enable notifications to send notifications to the user in Salesforce mobile app, and the FSL mobile app about updates to work orders and service appointments<\/p>\n\n\n\n<p>3) In the Auto-Created Service Appointments section select Days After Created Date to set the due date to a specified number of days on auto-created service appointments.<\/p>\n\n\n\n<p>4)\u00a0 In the Sharing section<\/p>\n\n\n\n<p>       a) Select Share dispatched service appointments with their assigned resources if the sharing access to service appointment is Private or Public Read Only, to give the Service Appointment edit access to the assigned Service Resource.<\/p>\n\n\n\n<p>\u00a0     b) Select Share service appointments parent work orders with their assigned resources if the sharing access to Work Order is Private or Public Read Only, to give the Work Orders edit access to the assigned Service Resource.<\/p>\n\n\n\n<p>5) In the Knowledge Search section select the Work Order and Work Order Line Item fields to show the suggested Knowledge Articles based on the selected fields and click Save.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Install_FSL_Managed_Package\"><\/span>Install FSL Managed Package<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p><strong>FSL Managed Package: <\/strong>FSL Managed package is used to get<strong> <\/strong>access to the dispatcher console, scheduling tools, and guided setup and FSL related custom objects.<br>Go to<strong> <\/strong><a href=\"https:\/\/fsl.secure.force.com\/install\">https:\/\/fsl.secure.force.com\/install<\/a> and install the managed package in sandbox or Production. Once the installation is completed the Field Service and the Field Service Admin apps were added to the app launcher.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><a href=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Install-FSL-Managed-Package.jpg\"><img loading=\"lazy\" decoding=\"async\" width=\"767\" height=\"254\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Install-FSL-Managed-Package.jpg\" title=\"Install FSL Managed Package\" alt=\"Install FSL Managed Package\" class=\"wp-image-592\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Install-FSL-Managed-Package.jpg 767w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Install-FSL-Managed-Package-300x99.jpg 300w\" sizes=\"auto, (max-width: 767px) 100vw, 767px\" \/><\/a><\/figure><\/div>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Managed_Package_settings\"><\/span>  <strong>Managed Package settings:<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>1) Go to Field Service Admin app <strong>&#8211;> <\/strong>Field Service Settings tab <strong>&#8211;><\/strong> Getting Started <strong>&#8211;><\/strong> Permission Sets <strong>&#8211;><\/strong> On each file click on Create Permissions to create the required permissions for the FSL.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"882\" height=\"322\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Managed-Package-settings.png\" title=\"Managed Package settings\" alt=\"Managed Package settings\" class=\"wp-image-593\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Managed-Package-settings.png 882w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Managed-Package-settings-300x110.png 300w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Managed-Package-settings-768x280.png 768w\" sizes=\"auto, (max-width: 882px) 100vw, 882px\" \/><\/figure>\n\n\n\n<p>2) Setup <strong> <strong>&#8211;><\/strong> <\/strong> User <strong> <strong>&#8211;><\/strong> <\/strong> Admin User <strong> <strong>&#8211;><\/strong> <\/strong> Permission Sets <strong> <strong>&#8211;><\/strong> <\/strong> Click on Edit Assignments <strong> <strong>&#8211;><\/strong> <\/strong> Assign FSL Admin License and FSL Admin Permissions and click on Save.<\/p>\n\n\n\n<p>3) Field Service Admin app <strong> <strong>&#8211;><\/strong> <\/strong>Field Service Settings tab <strong> <strong>&#8211;><\/strong> <\/strong> Getting Started <strong> <strong>&#8211;><\/strong> <\/strong> Click on Go to Guided setup<\/p>\n\n\n\n<p>       A) Create Service Territories <strong> <strong>&#8211;><\/strong> <\/strong> Enter Territory Name and click on Add, it will create the Service Territory. If you want to create the New Operating Hours for this Service Territory click onNew Operating Hours link and then enter the Operating Hours name, select the days(Sunday to Saturday) to create Appointments, Select the start and end time to create time slots, select the Time Zone and click on Save and set the newly created operating hours for the Service Territory.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"705\" height=\"258\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Field-Service-Settings-Getting-Started.jpg\" title=\"Field Service Settings Getting Started\" alt=\"Field Service Settings Getting Started\" class=\"wp-image-594\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Field-Service-Settings-Getting-Started.jpg 705w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Field-Service-Settings-Getting-Started-300x110.jpg 300w\" sizes=\"auto, (max-width: 705px) 100vw, 705px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"852\" height=\"355\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Field-Service-Settings-Click-on-Go-to-Guided-setup.jpg\" title=\"Field Service Settings Click on Go to Guided setup\" alt=\"Field Service Settings Click on Go to Guided setup\" class=\"wp-image-595\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Field-Service-Settings-Click-on-Go-to-Guided-setup.jpg 852w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Field-Service-Settings-Click-on-Go-to-Guided-setup-300x125.jpg 300w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Field-Service-Settings-Click-on-Go-to-Guided-setup-768x320.jpg 768w\" sizes=\"auto, (max-width: 852px) 100vw, 852px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"259\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Create-Service-Territories-1024x259.jpg\" title=\"Create Service Territories\" alt=\"Create Service Territories\" class=\"wp-image-596\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Create-Service-Territories-1024x259.jpg 1024w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Create-Service-Territories-300x76.jpg 300w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Create-Service-Territories-768x194.jpg 768w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Create-Service-Territories.jpg 1402w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"677\" height=\"410\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Service-Territory-New-Operating-Hours.jpg\" title=\"Service Territory New Operating Hours\" alt=\"Service Territory New Operating Hours\" class=\"wp-image-597\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Service-Territory-New-Operating-Hours.jpg 677w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Service-Territory-New-Operating-Hours-300x182.jpg 300w\" sizes=\"auto, (max-width: 677px) 100vw, 677px\" \/><\/figure>\n\n\n\n<p>B) Create Work Type and Skills <strong> <strong>&#8211;><\/strong> <\/strong> Enter Work Type Name and click on Add, It will create the Work Type, Enter the Estimated Duration, Duration Type(Minutes\/ Hours), select Auto-Create Service Appointment if required and Enter the Skill Requirement, after entering each skill press enter then the system checks for the existing skills in the system if not found it will give a confirmation message to create the skill. <\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"675\" height=\"251\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Auto-Create-Service-Appointment.jpg\" title=\"Auto Create Service Appointment\" alt=\"Auto Create Service Appointment\" class=\"wp-image-598\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Auto-Create-Service-Appointment.jpg 675w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Auto-Create-Service-Appointment-300x112.jpg 300w\" sizes=\"auto, (max-width: 675px) 100vw, 675px\" \/><\/figure>\n\n\n\n<p>C) Create Service Resource <strong>&#8211;><\/strong>  Select the user, enter the Resource Name, select the Service Territory, select the license next to the Service Territory and click on Add it will create the Service Resource.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"788\" height=\"320\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Create-Service-Resource.jpg\" title=\"Create Service Resource\" alt=\"Create Service Resource\" class=\"wp-image-599\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Create-Service-Resource.jpg 788w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Create-Service-Resource-300x122.jpg 300w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Create-Service-Resource-768x312.jpg 768w\" sizes=\"auto, (max-width: 788px) 100vw, 788px\" \/><\/figure>\n\n\n\n<p>D) Create Dispatchers and Agents <strong>&#8211;><\/strong>  Select the user and select the Territories that the user belongs to and click on Assign Service Territories, then assign the License by clicking on the desired icon under the License column and the system will assign the selected permissions and License to the user.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"820\" height=\"294\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Assign-Service-Territories.jpg\" title=\"Assign Service Territories\" alt=\"Assign Service Territories\" class=\"wp-image-600\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Assign-Service-Territories.jpg 820w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Assign-Service-Territories-300x108.jpg 300w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2019\/09\/Assign-Service-Territories-768x275.jpg 768w\" sizes=\"auto, (max-width: 820px) 100vw, 820px\" \/><\/figure>\n\n\n\n<p>E) Customize Appointment Booking <strong> <strong>&#8211;><\/strong> <\/strong>Select Scheduling Policy, Operating Hours to show the customer appointment slots to choose by using the Book Appointment chatter Action.<\/p>\n\n\n\n<p>F) Customize Scheduling Policies <strong> <strong>&#8211;><\/strong> <\/strong> Select the desired Scheduling Policy <strong> <strong>&#8211;><\/strong> <\/strong> Choose the desired Work Rules. These work rules will ignore the service resources that violate any rule while scheduling appointments <strong> <strong>&#8211;><\/strong><\/strong> Set the Service objectives by giving weight each objective to indicate its importance.<\/p>\n\n\n\n<p>4) Field Service Admin app <strong> <strong>&#8211;><\/strong> <\/strong>Field Service Settings tab Global Actions <strong> <strong>&#8211;><\/strong><\/strong> Appointment Booking <strong>&#8211;><\/strong> choose the default scheduling policy and the operating hours for the Book Appointment and the Candidates global actions, Click on Emergency Wizard to set the Emergency Scheduling policy and click on Save.<\/p>\n\n\n\n<p>5)<strong> Optimization:&nbsp; <\/strong>Activate FSL schedule optimization so you can create optimal schedules for your field service team. You can configure optimization to run regularly, or run it manually.<\/p>\n\n\n\n<p>  Field Service Admin app <strong>&#8211;><\/strong> Field Service Settings tab <strong> <strong>&#8211;><\/strong><\/strong> Optimization <strong>&#8211;><\/strong>  Activation <strong>&#8211;><\/strong>  Click on Create Optimization Profile, the system will create the FSL optimization user and the FSL optimization profile. Setup <strong>&#8211;><\/strong> users<strong>  <strong>&#8211;><\/strong> <\/strong> FSL Optimization User <strong> <strong>&#8211;><\/strong> <\/strong> Edit <strong>&#8211;><\/strong> <strong> <\/strong>\u00a0select Active and Generate new password and notify the user immediately <strong> <strong>&#8211;><\/strong> <\/strong>click on Logout.<\/p>\n\n\n\n<p>\u00a0A) Login with the FSL Optimization user with the newly generated password <strong> <strong>&#8211;><\/strong> <\/strong>Field Service Settings tab <strong>&#8211;><\/strong> clicks Activate Optimization<strong> <strong>&#8211;><\/strong> <\/strong>Click Allow to allow remote site access.<\/p>\n\n\n\n<p>B) To create\/update the FSL Optimization scheduled jobs, go to Field Service Settings tab <strong>&#8211;><\/strong>  Optimization <strong>&#8211;><\/strong> Scheduled Jobs <strong>&#8211;><\/strong>  New Job\/ Edit Job <strong> <strong>&#8211;><\/strong> <\/strong> select the Active, desired service territories, Frequency, Scheduling Policy and click on save. This will create the FSL Optimization jobs to create optimal schedules for the resources.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Need_help_with_Field_Service_Lightning\"><\/span>Need help with Field Service Lightning?<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>Looking for implementation, customization or support assistance with Salesforce.com Field Service Lightning? We offer a range of services for Salesforce Field service including Field Service Implementation, Optimization, Support, AMC, etc. <a href=\"https:\/\/www.dhruvsoft.com\/contact-us\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Contact our team to know more (opens in a new tab)\">Contact our team to know more<\/a> about our Salesforce Field Services Lightning offerings.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>What is Salesforce Field Service Lightning Field Service Lightning (FSL) helps in scheduling the correct person or team to complete the work at the customer&#8217;s site at the right time.<\/p>\n","protected":false},"author":16,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[23,24],"tags":[],"class_list":["post-588","post","type-post","status-publish","format-standard","hentry","category-crm-products","category-salesforce-com-crm","entry"],"_links":{"self":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts\/588","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/comments?post=588"}],"version-history":[{"count":0,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts\/588\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/media?parent=588"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/categories?post=588"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/tags?post=588"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}