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            Define Which Field Service Resources Perform Work and Where

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            Define Which Field Service Resources Perform Work and Where

            Configure Field Service to make sure that your workforce is scheduled only for appointments they're qualified to perform, based on their expertise, supported work types, and relevant geographies or lines of business.

            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.

            Package icon This is a Field Service managed package feature.

            Consider these related jobs when setting up your workforce.

            I WANT TO… HOW DO I DO THIS? PERSONA INDUSTRIES CATEGORIES
            Define my workforce structure by business units and geographies.

            Create Service Territories for Field Service

            Enable Map Polygons in Field Service

            		Admin
            • Communication, Media, and Technology
            • Education
            • Energy and Utilities
            • Engineering and Construction
            • Financial Services
            • Healthcare and Life Sciences
            • Manufacturing and Automotive
            • Retail and Consumer Goods
            • Travel, Transport, and Hospitality
            Define which workforce members of my workforce can be assigned certain work based on skills, qualifications, and expertise.

            Create Skills for Field Service

            Work Rule Type: Match Skills

            Work Rule Type: Extended Match

            		Admin
            • Communication, Media, and Technology
            • Education
            • Energy and Utilities
            • Engineering and Construction
            • Financial Services
            • Healthcare and Life Sciences
            • Manufacturing and Automotive
            • Retail and Consumer Goods
            • Travel, Transport, and Hospitality
             
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