---
schema_version: "1"
id: 88b32e830b0dacd65a2ad64eef4aaa125399c1c4811f5d1760a197dc91f9221c
title: Create Service Crews for Field Service
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_create_crews.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_create_crews.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7a364cdc4bbf7df2344d8593d78157a9ed32a14dd855a6be4cdc18d1ff6b77cc
description: Set up teams who can be assigned to field service appointments as a unit. A service crew is a group of service resources whose combined skills and experience make them a good fit to work together on appointments. For example, a wellhead repair crew might include a hydrologist, a mechanical engineer, and an electrician.
products:
  - Field Service
release: "264"
---
# Create Service Crews for Field Service

Set up teams who can be assigned to field service appointments as a unit. A service crew is a group of service resources whose combined skills and experience make them a good fit to work together on appointments. For example, a wellhead repair crew might include a hydrologist, a mechanical engineer, and an electrician.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Agentforce Field Service and Operations core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d65076e64">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65076e64 ">To create service crews:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d65076e64 ">Create on service crews</td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65076e64 ">To create service crews using the crew management tool:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d65076e64 ">
              <p>Create on service crews</p>
              <p>AND</p>
              <p>Create on service resources</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Edit
                on service territories</p>
            </td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65076e64 ">To create service resources representing crews:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d65076e64 ">Create on service resources</td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65076e64 ">To assign service crews to service appointments:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d65076e64 ">Edit on service appointments</td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65076e64 ">To view service crew members:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d65076e64 ">Read on service crews AND Read on service resources</td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65076e64 ">To create, update, or delete service crew members:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d65076e64 ">Edit on service crews</td>
          </tr>
        </tbody>
      </table>

Create service crews from the crew management tool or the Service Crews tab.

From the Crew Management Tool

![Package icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_package.png) _This is a Field Service managed package feature._

1. Open the crew management tool by clicking the **Crew Management** tab or opening the Lightning page that contains it.
2. Click **New Service Crew** to open the crew wizard.
3. Complete the [fields](https://help.salesforce.com/s/articleView?id=service.fs_crew_fields.htm&release=264.0.0&type=5 "Service crews and service crew members have the following fields. Depending on your page layout and field-level security settings, you may not be able to view or update some of them.") on the Basics tab.
4. Optionally, add skills to the crew on the Skills tab. For example, perhaps the crew you’re creating must always include someone with the Welding skill. Adding skills makes it easier to find potential crew members with the skills you need.
5. Select a leader on the Crew Leader tab.
6. Save your crew. This creates an active service resource of type Crew that’s used during scheduling. You can now view the crew in the crew management tool and [add members to it](https://help.salesforce.com/s/articleView?id=service.pfs_manage_crews.htm&release=264.0.0&type=5 "Efficiently manage your service crews to accommodate a fast-changing field service schedule. Create crews, find and add members with the right skills, adjust membership dates to match appointment times, and view all crews’ schedules and members in one place.").

![Crew wizard](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/pfs_crew_wizard.png)

From the Service Crews Tab

1. Customize page layouts to support crew features.
    1. Update the field-level security settings of the Service Crew field on service resources so it’s not hidden. Then, add the field to service resource page layouts and check that the User field is not marked as required. This lets you create service resources that represent service crews so crews can be assigned to service appointments.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png)
        
        Note Though the User and Service Crew fields won’t be marked required in the UI, service resource records can’t be saved unless one of the fields is filled out.
    2. Update the field-level security settings of the Gantt Label field on service crew members so it’s not hidden. Then, add the field to the Service Crew Member page layout.
2. From the Service Crews tab, click **New**.
3. Enter a crew name and ideal size, and save your changes.
4. Add service resources to the crew from the Service Crew Members related list. You can specify start and end dates for members and flag the crew leader.
5. Create a service resource to represent the crew, which is required for scheduling. Changing a crew’s members doesn’t affect its service appointment assignments.
    1. From the Service Resources tab, click **New**.
    2. Enter a name for the crew.
    3. Leaving the User field blank, select the crew in the Service Crew field.
    4. Select a Resource Type of Crew.
    5. Select **Active** to be able to assign the crew to service appointments and manage its membership with the crew management tool. Service resources of type Crew can’t be activated unless the crew has at least one active member.
    6. Skip the optimization option, which doesn’t apply to service crews.
    7. Save your changes.

- **[Considerations for Scheduling Service Crews](https://help.salesforce.com/s/articleView?id=service.pfs_service_crews_considerations.htm&release=264.0.0&type=5)**  
    Field Service crews, much like individual service resources, can be assigned to service appointments. Learn how absences, efficiency, and crew settings affect service crew scheduling.
- **[Set Up Crew Management](https://help.salesforce.com/s/articleView?id=service.pfs_set_up_crew_management.htm&release=264.0.0&type=5)**  
    Give Field Service admins and dispatchers access to a drag-and-drop service crew management tool where they can easily create service crews and update service crew membership.
- **[Manage Field Service Crew Membership](https://help.salesforce.com/s/articleView?id=service.pfs_manage_crews.htm&release=264.0.0&type=5)**  
    Efficiently manage your service crews to accommodate a fast-changing field service schedule. Create crews, find and add members with the right skills, adjust membership dates to match appointment times, and view all crews’ schedules and members in one place.

#### See Also

- [Service Crew Fields](https://help.salesforce.com/s/articleView?id=service.fs_crew_fields.htm&release=264.0.0&type=5 "Service crews and service crew members have the following fields. Depending on your page layout and field-level security settings, you may not be able to view or update some of them.")
- [View Service Crews on the Gantt](https://help.salesforce.com/s/articleView?id=service.pfs_service_crews_dispatcher_console.htm&release=264.0.0&type=5 "Control how service crews are displayed on the Gantt in the Field Service Classic Dispatch Console.")
- [Set Up Crew Management](https://help.salesforce.com/s/articleView?id=service.pfs_set_up_crew_management.htm&release=264.0.0&type=5 "Give Field Service admins and dispatchers access to a drag-and-drop service crew management tool where they can easily create service crews and update service crew membership.")
- [Manage Field Service Crew Membership](https://help.salesforce.com/s/articleView?id=service.pfs_manage_crews.htm&release=264.0.0&type=5 "Efficiently manage your service crews to accommodate a fast-changing field service schedule. Create crews, find and add members with the right skills, adjust membership dates to match appointment times, and view all crews’ schedules and members in one place.")