Agentforce Field Service and Operations

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Create Work Plan Templates

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Create Work Plan Templates

Build work plan templates from your work step templates.

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 work plan templates:	Create and Read on work plan templates
To view work plan templates:	Read on work plan templates
To update work plan templates:	Edit and Read on work plan templates
To delete work plan templates:	Delete and Read on work plan templates
To associate a work step template with a work plan template:	Create and Read on work plan template

In the app launcher, click Work Plan Templates.
Click New, and enter a name for the work plan template.
Optionally, enter a positive value for relative execution order and a description.
Click Active.
Save the work plan template.
To associate a work step template with a work plan template, see Manage Work Step Templates.