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How to Create a Field Service (FS) Demo Org for Salesforce Partners Using the Environment Hub

Fecha de publicación: Jun 14, 2026
Descripción

Field Service (FS) is a powerful set of features in Salesforce for setting up and customizing a field service management hub. Field Service allows businesses to manage work orders, service appointments, service resources (technicians), and dispatching.
The Field Service managed packages extend Salesforce's standard field service features and deliver a highly customizable experience for dispatchers and technicians in the field.
This article describes the process for Salesforce Partners to create a Field Service demo org using the Environment Hub and install the Field Service managed package.

Solución

Step 1: Set Up or Access the Environment Hub

Review the information in Configure the Environment Hub to request and enable the Environment Hub in your org.
If you are an ISV partner, the Environment Hub is already installed in your Partner Business Org.
Recommended org type: PDE (Partner Developer Edition) orgs are ideal for Field Service demos because:

  • They do not expire.
  • They include the licenses needed to fully support a Field Service demo, including:
    • 4 dispatch permission set licenses (PSLs)
    • 10 mobile PSLs
    • 10 technician PSLs

Step 2: Install the Field Service Managed Package

Manually install the managed package into your Field Service demo org by visiting the install URL: https://d36000000z1fneac.my.salesforce-sites.com/install

Step 3: Configure and Load Sample Data

Configure the org to meet your demo requirements and load sample data based on the specific scenario(s) you need to demonstrate to customers.

Número del artículo de conocimiento

000383062

 
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Salesforce Help | Article