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Salesforce Field Service — How to Display Estimated Travel Time (ETA) from Assigned Resource in a Classic Email Template

公開日: May 11, 2026
説明

In Salesforce Field Service, the Estimated Travel Time field resides on the Assigned Resource (AR) object. Because the SA-to-AR relationship is a master-detail (SA is master, AR is child), AR fields cannot be directly referenced in SA formulas using standard lookup syntax such as AssignedResource.EstimatedTravelTime.

 

 

解決策

## Option 1 — Roll-Up Summary Field (Recommended)

Create a Roll-Up Summary field on the SA object. Set Summary Type to MAX, Summarized Object to Assigned Resource, Field to Aggregate to Estimated Travel Time (Minutes). The field can then be used in Classic Email Templates as {!ServiceAppointment.YourCustomField__c}. 

## Option 2 — Automation (Flow, Trigger, or Apex)

Use a Flow or Apex trigger to copy the AR Estimated Travel Time value to a custom field on the SA whenever the AR record is created or updated.

## Option 3 — Custom Field + Automation

Same as Option 2 but creates a dedicated display field. 

 

 

その他のリソース

 

ナレッジ記事番号

004754305

 
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Salesforce Help | Article