Enable Field Service Lightning to start using field service features like work orders, service appointments, and more.
Available in: Salesforce Classic and Lightning Experience
Field Service Lightning features are available in Enterprise, Performance, Unlimited, and Developer Editions with the Service Cloud. Work orders are also available in Professional Edition.
The Field Service Lightning managed packages are available for an additional cost in Enterprise, Performance, Unlimited, and Developer Editions with the Service Cloud.
User Permissions Needed
To enable Field Service Lightning:
From Setup, enter Field Service Settings in the Quick Find box, then select Field Service Settings.
Click Enable Field Service Lightning.
If you want, select the option to turn on in-app notifications for Salesforce1 and Lightning Experience users when any of the following actions occurs on a work order or work order line item that they own or follow:
A text or file post is added
A tracked field is updated
The record owner changes
The resource assignments change on a related service appointment
If the option to track all related objects is selected in your feed tracking settings for work orders, users are also notified when child records of work orders—such as service appointments—are created or deleted.
When you set up work types, which are templates for work orders, you can opt to automatically add a service appointment to new work orders or work order line items associated with a work type. Optionally, configure the Due Date on auto-created service appointments by indicating how many days past the created date it should fall.
Enabling Field Service Lightning makes the following tabs available in Salesforce:
Work types: Templates that help you standardize your work orders.
Service appointments: Appointments to perform field service work for customers. You can specify the number of resources needed to complete an appointment, the skills required, and the appointment schedule.
Service territories: Regions in which field service can be performed. You can assign resources to a territory and create territory hierarchies.
Service resources: Users who can perform field service work. You can assign resources to service appointments and specify each resource’s skills, service territory, and more.
Operating hours: Field service hours that you can define for service territories, service resources, and accounts.