Set Up Field Service Basics
Build and manage the central features of Agentforce Field Service and Operations (formerly Field Service). With help from Salesforce Go, set up your workforce and service territories, set up inventory tracking, and get started with work orders and maintenance plans.
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. |
Note Field Service is now Agentforce Field Service and Operations. In some cases,
we still use Field Service to refer to this product area in Salesforce applications and
documentation.
- 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. - 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 Classic Dispatch 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 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. - 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. - Set Up Field Service Work Plans
Learn how to create and use Field Service work plans to deliver consistent service. - Set Up Field Service Maintenance Plans
Create Field Service preventive maintenance plans for assets so your customers never miss a beat. With maintenance plans you define how often maintenance visits occur and generate work orders for future visits. - Set Up Your Field Service Workforce
Create service resources and service crews to represent your mobile workforce. - Set Up Field Service Reports
Create service reports for work orders, work order line items, or service appointments and email them directly to customers. Use standard templates, or create variations of your own.
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