Represent My Workforce in Field Service
To effectively schedule, track, and maintain service appointments, you must first set up your workforce and various types of workers as service resources in Field Service.
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 setting up your workforce.
| I WANT TO… | HOW DO I DO THIS? | PERSONA | INDUSTRIES CATEGORIES |
|---|---|---|---|
| Make my capacity-based resources (contractors) available for scheduling. | Set Up Field Service in Experience Cloud Sites |
Admin |
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| Make service resources available for scheduling. | Admin |
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| Make equipment and assets available for scheduling. | Admin |
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| Make sure service resources who work together are scheduled as a group (crews). | Admin |
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