Work Order Estimation Licenses and Permissions
Enable these licenses and assign permission sets to users.
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. |
Enable these licenses.
| License | description |
|---|---|
| Salesforce Field Service | You must enable this for the Work Order Estimation flow to work. For detailed instructions, refer to the Salesforce Field Service documentation. You must install Field Service Managed Package if you want to use Book Service Appointment. |
| Salesforce Service Contracts and Entitlements | Enable and configure this to make coverage-based discounts available. For detailed instructions, refer to the Salesforce Service Contracts documentation. |
| Omnistudio Standard | Enable and configure Omnistudio Standard if you must modify any of the Omnistudio components. For detailed instructions, refer to the OmniStudio Standard documentation. |
| Omnistudio Document Generation | This is optional. Enable this if you want to generate a proposal. For detailed instructions, refer to the Omnistudio Document Generation documentation. |
| Revenue Lifecycle Management - Salesforce Pricing | This is optional. Set up and configure this feature to enable complex pricing, such as discounts based on coverages. For detailed instructions, refer to the Revenue Lifecycle Management documentation. |
| Field Service Scheduling | This is optional. Enable this if you want to use Book Service Appointment in Work Order Estimation. |
Assign permission sets required to set up and use Work Order Estimation.
