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Asset Service Lifecycle Management
Enable Features for Book Service Appointment

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Enable Features for Book Service Appointment

This procedure outlines how to turn on Asset Service Lifecycle Management and Field Service in Salesforce. You'll turn on settings, add permissions, turn on quotes, and install the Field Service Managed Package to manage assets and service appointments effectively.

Required Editions

Available in: Lightning Experience
Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability.
User Permissions Needed
To enable service agent to use Book Service Appointment: Field Service Agent
To create service resource users for work allocation based on slots: Field Service Resource

Create service agents, service territories, operating hours, service resources, and scheduling policies required for booking appointments. See Set Up Service Territories, Operating Hours, and Shifts for Field Service.

If you need Field Service scheduling and optimization, create the appropriate Field Service permission sets. See Create Field Service Permission Sets.

Service booking slots are listed in a paginated manner with a default range of seven days per page. You can modify the default value by using the slot-window-size-input flag. Pass the flag as an input parameter to the parent container, such as Omniscript, from which the component is launched.

In Field Service Settings, the maximum days are set to 10 by default. You can change this setting.

Ensure that configurations for Work Types, Products, Price Books and Price Book Entries, Warranty Terms, Asset Warranties, Service Contracts, Contract Line Items, and Entitlements are set up.

Verify that Accounts with associated Assets and Contacts that are essential for launching Work Order Estimation are available in your Org.

  1. Turn on Enable Asset Service Lifecycle Management and add permissions.
    1. From Setup, in the Quick Find box, enter Asset Service Lifecycle Management Settings, and then select Asset Service Lifecycle Management Settings.
    2. Turn on Enable Asset Service Lifecycle Management.
  2. Turn on Quotes Settings.
    1. From Setup, in the Quick Find box, enter Quotes Settings, and then select Quotes Settings.
    2. Select the Enable Quotes and the Create Quotes Without a Related Opportunity options, and then save your changes.
      The Page Layout Selection page appears.
    3. Select the Opportunity Layout and Append to Users’ personal related list customization options and then save your changes.
  3. Turn on Field Service.
    1. From Setup, in the Quick Find box, enter Field Service Settings, and then select Field Service Settings.
    2. Turn on Field Service.
  4. Install and set up Field Service Managed Package.
    1. Install the Field Service Managed Package from Field Service Package Installation Hub.
    2. Configure the package based on your requirements. For more information, refer to Salesforce Field Service.
 
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