Downloadable User Guides
Field Service Lightning Guidelines | Salesforce
Field Service Lightning Guidelines
Learn how and when to use Field Service Lightning features.
Guidelines for Using Service AppointmentsA service appointment is an appointment for a field service technician to perform work for a customer. Learn how to create and manage service appointments.Guidelines for Using Service ResourcesService resources are users who can perform field service work. Learn how to create and manage service resources.Guidelines for Using Service TerritoriesService territories represent regions in which your team performs field service work. Learn how to create and manage service territories.Guidelines for Using Work OrdersWork orders help you track tasks to be performed on a product. Learn how to create and manage work orders.Guidelines for Using Knowledge with Work OrdersYou can attach Knowledge articles to work orders and work order line items to help technicians in the field access important procedural info, guidelines, specs, and more.
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