Update the Field Service Integration Permission for Home Health
To use Enhanced Scheduling and Optimization, you have to update the Field Service
Integration permission set. This permission set gives Field Service access to the data needed for
optimization, automatic scheduling, and service appointment bundling.
| Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license |
| User Permissions Needed | |
|---|---|
| To update Field Service settings | Field Service Admin permission set |
- In the App Launcher, find and select Field Service Settings.
- On the Getting Started page, go to the Permission Sets tab.
- Find Field Service Integration and click Update Permissions.
Wait for the text to change to Permission Set Is Up To Date and you’re done.