Loading
Agentforce Field Service and Operations
Create a Service Document Template

You are here:

  1. Salesforce Help
  2. Docs
  3. Agentforce Field Service and Operations

Create a Service Document Template

Create a service document template with Document Builder.

Required Editions

Available in: 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 a service document template: Document Builder

Create a service document template from Work Order, Work Order Line Item, and Service Appointment.

  • From a desktop browser, you can create PDFs from Work Order, Work Order Line Item, and Service Appointment.
  • From the Field Service mobile app, you can generate PDFs from Work Order, Work Order Line Item, and Service Appointment on both Android and iOS.
  1. From Setup, in the Quick Find box, enter Document Builder, and then select Document Builder.
  2. To create a template, click New Template.
  3. To indicate the type of service document you’re creating, for example, Service Appointment Debrief, add a label.
  4. Select any object from the dropdown list: Work Order, Work Order Line Item, or Service Appointment. Your selection dictates which object the template is created from and which fields and related lists appear in Document Builder. Click Next.
    Note
    Note If you don’t set the Service Document Template field from Work Order, Work Order Line Item, or Service Appointment, the document template can also be derived from one of the three corresponding Document Template fields on Work Type.
  5. Choose between a blank template and a standard default template. Using a standard template gives you a starting point with added fields and related lists.
    Now you’re ready to start building your service document.
  • Template Builder
    Build service document templates in Document Builder with the template builder.
  • Document Builder Standard Components
    Here’s a list of standard components available for Document Builder, with descriptions.
  • Activate a Service Document Template
    To create service documents and PDFs with Document Builder, activate a template.
  • Setting the Service Document Template Field
    You can find the standard field Service Document template in the three objects: Work Order, Work Order Line Item, and Service Appointment. This field points to the template ID, which sets the template for each service document. This topic covers how to find the template ID and how to populate the Service Document Template field.
 
로드 중
Salesforce Help | Article