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Agentforce Field Service and Operations
Create Attribute Definitions

Create Attribute Definitions

Define the value and data type of an attribute definition before you add it to an asset attribute.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To create attribute definitions: Create on Attribute Definition
To view attribute definitions: Read on Attribute Definition
To edit attribute definitions: Update on Attribute Definition
To delete asset attributes: Delete on Attribute Definition
  1. From the App Launcher, find and select Attribute Definitions.
  2. Click New and enter a name, a label, and a developer name.
  3. Select the data type. If you select the picklist data type, select an attribute picklist. If you select the number data type, select a unit of measure.
  4. To show the associated asset attributes in the asset record’s related list, select Active.
  5. Set a default value for asset attributes that use this attribute definition.
  6. If values for asset attributes using this attribute definition are required, select Required.
  7. Enter a description and a source system ID.
  8. Save the attribute definition. After you add asset attributes to an attribute definition, you can’t change the data type or the picklist for a picklist data type.
 
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