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Agentforce Field Service and Operations
Create the Asset Maintenance Flow for Customer Outreach in the New Agentforce Builder

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Create the Asset Maintenance Flow for Customer Outreach in the New Agentforce Builder

Create an asset maintenance flow that triggers the notification flow you created.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations. Also available with Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition.
User Permissions Needed
To open, edit, or create a flow in Flow Builder: Manage Flow
Note
Note This task isn’t completed in the Salesforce Go setup and can be done manually.

The Field Service: Schedule Asset Maintenance Appointment flow is a Schedule-Triggered flow. Before you begin, review the Schedule-Triggered Flow Considerations.

  1. In Setup, find and select Flows.
  2. Open the Field Service: Schedule Asset Maintenance Appointment flow.
  3. Click Save As New Flow.
  4. Enter a label. The API name is populated for you.
  5. Connect the notification flow.
    1. At the end of the flow, under the No path of the Do Engagement Topics Exist? Decision element, add a Subflow element.
    2. Select the notification flow that you created.
    3. Select to include the input values.
    4. For operationType, enter AssetMaintenance.
    5. For serviceAppointmentId, enter {!$Record.Id}.
  6. Save and activate the flow.
 
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