Define Field Service Work
Define the various types of work and their details—such as duration, due date, and job requirements—in Field Service to schedule and execute work efficiently and effectively.
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. |
This is a Field Service managed package feature.
Consider these related jobs when defining Field Service work.
| I WANT TO… | HOW DO I DO THIS? | PERSONA | INDUSTRIES CATEGORIES |
|---|---|---|---|
| Create work in Field Services and define the work requirements. | Guidelines for Creating Work Types for Field Service Add Required Skills to Work Orders or Work Types for Field Service |
Admin |
|
| Define where work occurs and make sure that the service resource travel time is accurately calculated using geolocation information. | Admin |
|
|
| Mark service appointments as offsite so that service resources can perform work remotely. | Admin |
|
|
| Specify the duration of the work. | Admin |
|
|
| Manage customer SLAs. | Admin |
|
|
| Create work that spans across multiple days. | Admin |
|
Did this article solve your issue?
Let us know so we can improve!
