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Set Up Field Service
Build and manage Field Service. Set up your workforce, work order tracking and inventory management, and customize the Field Service mobile app to meet your business needs.
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. |
- Discover and Set Up Field Service Features With Salesforce Go
Explore, set up and configure, and monitor usage of Field Service features in one streamlined setup location. Access content resources, such as videos, online tours, Trailhead, and Salesforce Help articles, to learn about features, and get help with configuration. Discover more Field Service features and add-on licenses that are available based on your Salesforce edition. And if you’ve turned on the Your Account app, you can quickly buy add-on licenses for some products directly from Salesforce Go. - Discover Field Service Features with My Service Journey
Explore the My Service Journey app and discover features tailored to your specific field service goals. - Enable Field Service
Enable Field Service to start using Field Service features. - Install the Field Service Managed Package
After Field Service is enabled, install the managed package to gain access to the dispatcher console, scheduling tools, a range of custom objects, and Guided Setup. - Manage Field Service Permissions
Give your team access to Field Service features. Create and assign standard permission sets and permission set licenses. Then add customizations to suit your business needs. - Set Up Service Territories, Operating Hours, and Shifts for Field Service
Create service territories to track the places where your team performs field service work. Assign regular operating hours to each service territory to indicate when work can be performed. Create shifts to assign resources to ad hoc hours, such as holiday hours or for workers without a set schedule. - Set Up Work Order Management for Field Service
A work order represents work to be performed on your customers’ products. Customize your work order settings and create time-saving templates called work types. - Set Up Your Field Service Workforce
Create service resources and service crews to represent your mobile workforce. Then, assign permission sets to members of your team who work as dispatchers or call center reps. - Set Up Your Field Service Inventory
Track and manage the storage, request, transfer, and consumption of every item in your inventory, and ensure that your mobile workforce has the right parts in stock to do their job. - Get Ready for Field Service Scheduling and Optimization
Define your service appointment lifecycle, configure appointment booking settings, and get to know your Field Service scheduling policies, optimization settings, and sharing settings. As of Summer ’23 new Salesforce orgs have Enhanced Scheduling and Optimization enabled by default for all service territories. Existing orgs can continue to opt in and enable the enhanced engine for all or selected service territories. The enhanced engine is an improvement of the optimization functionality and associated manual and semiautomatic scheduling services. The enhanced architecture and services are more efficient and improve scalability, performance, and schedule quality. - Set Up Field Service Appointment Bundling
Group short appointments at nearby or same-site locations to create a bundle. - Setting Field Service Key Performance Indicators
Key Performance Indicators (KPIs) are crucial when scoping your business's needs and aligning them with what Field Service provides. For example, KPIs can help you make smart business decisions by setting efficient schedules and sending workers with the right skills and tools for the job. - Set Up for Product Warranties in Field Service
To have new assets automatically pick up the standard warranty for a product, set up a flow, process builder, or trigger. - Set Up Product Service Campaigns in Field Service
If your Salesforce org was created before Spring ’21, add the Product Service Campaign Item related list to Product Service Campaign. - Set Up Field Service Asset Availability and Reliability Reporting
Get information on asset availability and reliability by recording details of asset downtime in Field Service. - Set Up Field Service in Experience Cloud Sites
Keep customers, partners, and contractors in the loop about field service work by adding field service objects to your Experience Cloud site. - Set Up Visual Remote Assistant for Field Service
Promote sustainability using Visual Remote Assistant for Field Service, boost sales, and improve efficiency while reducing costs by delivering service from anywhere. - Set Up After Field Service Sandbox Refresh
After you refresh a sandbox for Field Service, you must verify that sandbox remote sites are active. Then configure your Salesforce sandboxes to use independent remote sites for street-level routing (SLR) and optimization services, and verify your default policies and operating hours. - Report on Field Service
Create report types to track field service activity in your org. To take your reporting a step further, use the Field Service Analytics App. - Manage Data Integration Rules for Field Service
Set up data integration rules to ensure that service resource travel time is accurately calculated. - Set Up Salesforce Labs Field Service Dashboards
Download a free package of Field Service dashboards and reports from Salesforce Labs AppExchange. Track metrics and performance for many key items of interest in a field service operation. Use these optional dashboards to create customized reports and dashboards for your operation’s specific needs.
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