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            Set Up Work Order Management for Field Service

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            Set Up Work Order Management for Field Service

            Work orders, which track work to be performed on your customers' products, are the heart of Agentforce Field Service and Operations (formerly Field Service). Learn how to create and customize work orders and create time-saving templates called work types.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
            • Create Work Types for Field Service
              Chances are, your business performs the same tasks for multiple customers. Work types are templates that save you time and make it easier to standardize your field service work.
            • Customize Work Order Settings for Field Service
              To control how your team works with work orders and work types, customize page layouts and assign user permissions.
            • Set Up Knowledge for Work Orders
              Attach knowledge articles to Field Service work orders, work order line items, and work types to share guidelines and specs with mobile workers in the field. Learn how to customize page layouts to let your team view or manage attached articles, also known as linked articles.
            • Set Up Path for Field Service
              To guide your team as they complete field service jobs, add an interactive, color-coded progress bar to work orders, work order line items, and service appointments.
            • Set Up Maintenance Work Rules
              For Salesforce orgs created before the Spring ’21 (230) release, setup is required to take full advantage of Field Service maintenance work rules.
            • Create Field Service Work Orders
              Create work orders to track work that your team does for customers.
             
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