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          Set Up Maintenance Work Rules

          Set Up Maintenance Work Rules

          For Salesforce orgs created before the Spring ’21 (230) release, setup is required to take full advantage of Field Service maintenance work rules.

          Required Editions

          Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
          The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
          • In permission sets or profiles,
            • enable the Maintenance Work Rule tab.
            • enable Field Level Security on Maintenance Plan and Maintenance Asset fields on the Maintenance Work Rule for profiles.
          • Add the Maintenance Work Rule related list to the maintenance plan and maintenance assets page layout.
          • On the Maintenance Work Rule page layout, click Maintenance Asset properties in the Maintenance Work Rule Detail section and uncheck Required in the Field Properties for Maintenance Asset.
           
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