Start with a sample Dynamic Revenue Orchestrator plan that connects fulfillment to Field Service. The plan creates work orders from fulfillment steps and waits for field work to finish. After you map Field Service status and configure the resume rule, fulfillment resumes when field work is complete.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions of Revenue Management, formerly Revenue Cloud, with the Revenue Cloud Advanced license.
Who: Users need the Connect Fulfillment to Field Service permission set.
How: In Salesforce Go, click Order Orchestration. Install Dynamic Revenue Orchestrator Field Service Work Order Automation in a sandbox.