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Salesforce field service documentation They include scheduling settings such as an arrival window, scheduled start and end times, and appointment duration. Determine whether you're meeting your customer service goals with easy-to-understand data visualizations. Improve Operations with Field Service Intelligence. Field Service is based on a suite of standard and custom Salesforce objects that relate to each other in different ways. These objects make up the core Field Service features, including work orders and service appointments. Start your journey now! Apr 29, 2021 · The latest Salesforce Field Ser vice managed package is installed That you already configured the Field Ser vice Mobile Application (meaning you already enabled your users to log and use the field ser vice mobile application). com Learn about Salesforce Field Service, enabling resources, configuring territories, and setting operating hours. throws at https://help May 23, 2025 · While work orders describe the work to be performed, service appointments represent the visits your team makes to the field to perform the work. Field Service Intelligence includes Data Cloud, CRM Analytics, and Service Cloud. These objects also serve as the foundation of the Field Service managed package and mobile app. As of Summer ’23 new Salesforce orgs have Enhanced Scheduling and Optimization enabled by default for all service territories. Field Service REST API The following endpoints can be used to manage your field service implementation. throws at https://help Verify that Field Service is enabled. Field Service Intelligence is a data-driven solution that displays key contact center performance metrics. Click Save. Managed Package The Field Service managed package builds on the core features and includes: A Guided Setup tool that walks you through creating Field Service records and customizing your settings While work orders describe the work to be performed, service appointments represent the visits your team makes to the field to perform the work. Field Service Mobile Settings Returns information about the Field Service mobile app settings assigned to the profile of the context user. You now have access to Salesforce’s standard field service objects, which are listed in this guide. With your customer data in the cloud, it’s available from any place and on any device. Install and Configure the Field Ser vice Star ter Kit Package Install Field Ser vice Starter Kit Managed Package Define your service appointment lifecycle, configure appointment booking settings, and get to know your Field Service scheduling policies, optimization settings, and sharing settings. throws at https://help Uncaught SyntaxError: Failed to execute 'querySelectorAll' on 'Document': 'div:has(>. However, that’s just the beginning! To get your feet wet before you start working programmatically with Field Service, it’s a good idea to walk through the setup tasks outlined in Set Up Field Service is based on a suite of standard and custom Salesforce objects that relate to each other in different ways. Managed Package The Field Service managed package builds on the core features and includes: A Guided Setup tool that walks you through creating Field Service records and customizing your settings Represents a skill that a service resource possesses in Field Service and Lightning Scheduler. 0 and later. ServiceTerritory Represents a geographic or functional region in which work can be performed in Field Service, Salesforce Scheduler, or Workforce Engagement. Click Field Service Edge. . Help anyone on your team provide incredible customer service, 24/7. embeddedServiceHelpButton)' is not a valid selector. This object is available in API version 38. See full list on salesforceben. Uncaught SyntaxError: Failed to execute 'querySelectorAll' on 'Document': 'div:has(>. throws at https://help Salesforce These objects make up the core Field Service features, including work orders and service appointments. Field Service Edge is a SaaS solution for field service management for the most demanding mobile field service management challenges. This resource is available in REST API version 42. Service Edge: Builds on over 20 years of pioneering product development focused exclusively on optimizing field service. Field Service Flow Returns information corresponding to a field service flow.