Salesforce Field Service: Automated Work Orders Not Generating from Maintenance Plan with Inactive Owner

Option 1 — Single Maintenance Plan (Manual Reassignment)

1. Navigate to the affected Maintenance Plan record in Salesforce.
2. Click the Owner field and select Change Owner.
3. Search for and select an active Salesforce user who has permission to create Work Orders and Service Appointments.
4. Save the record.

Option 2 — Multiple Maintenance Plans (Mass Transfer)
Use the Mass Transfer Records tool to reassign ownership in bulk when multiple Maintenance Plans are affected.

1. Go to Setup (gear icon in top right).
2. In the Quick Find box, type Mass Transfer Records and select it.
3. Select Transfer Maintenance Plans from the list of available objects.
4. In the Transfer from field, search for the inactive user.
5. In the Transfer to field, search for the active user who will become the new owner.
6. Apply any additional filters if needed (e.g., by record name or date).
7. Click Find to preview the affected records, then click Transfer to complete the bulk reassignment.

Note: Ensure the new owner's profile includes the following permissions: Create on Work Order, Work Order Line Item, and Service Appointment objects. Also, validate the Maintenance Plan configuration and necessary changes if required.