Loading
Salesforce now sends email only from verified domains. Read More
Help Agent Performance DegradationRead More
Salesforce Field Service
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Extend Work Types in Workforce Scheduling

            You are here:

            1. Salesforce Help
            2. Docs
            3. Salesforce Field Service

            Extend Work Types in Workforce Scheduling

            After creating work types, extend them with work type groups, skill requirements, custom appointment types, label changes, and data translations. These features organize how appointment topics are presented to users and control which resources are eligible for each type of work.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions
            • Create Work Type Groups: Organize work types into appointment categories such as "General Banking" or "Insurance Management" so users can select a topic before choosing a specific appointment type. A work type links a work type group to a service territory. See Create Work Type Groups.
            • Add Skill Requirements for Work Types: Require specific skills on a work type so that only service resources with matching expertise appear as candidates during scheduling. A service resource can be assigned to an appointment only if the resource has all the skills that are required for the associated work type. See Add Skill Requirements for Work Types.
            • Customize Default Appointment Types: Add or modify appointment type picklist values such as phone, at a branch, or video to match the engagement channels your organization supports. Workforce Scheduling uses matching utility icons from Lightning Design System for each picklist value. See Customize Default Appointment Types.
            • Change Labels in Flow Screens: Rename object tabs and field labels for Service Resource, Service Territory, Service Appointments, Work Type Group, and Work Type to use your organization's terminology. Label changes apply across all applications that use these objects. See Change Labels in Flow Screens.
            • Manage Data Translations: Translate work type group names, service territory names, service resource names, and custom field data so users in different locales see appointment information in their language. Supports Text, Text Area, Text Area (Long), Text Area (Rich), and URL field types. See Manage Objects' Data Translations.
             
            Loading
            Salesforce Help | Article