If a work order needs to be completed by a carpenter with a hand saw, don’t assign it to an electrician with a voltmeter! Add products required to work types, work orders, and work order line items to ensure that the assigned service resource arrives with the right equipment.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To view products required: | Read on the parent object (work orders or work types) AND Read on products |
| To create, update, or delete products required on work orders or work order line items: | Edit on work orders AND Read on products |
| To create, update, or delete products required on work types: | Edit on work types AND Read on products |
Adding required products to work types saves you time and keeps your business processes consistent. Work orders and work order line items inherit their work type’s required products.
For example, if all light bulb replacement jobs require a ladder and a light bulb, add the ladder and light bulb as required products to your Light Bulb Replacement work type. When it’s time to create a work order for a customer’s light bulb replacement, applying that work type to the work order adds the required products.
Here’s how to add a required product to a work order, work order line item, or work type.
- Navigate to the record that needs required products.
- In the Products Required related list, click New.
- Use the lookup field to select a product.
- Enter the quantity required.
- Select a quantity unit of measure.
- Click Save.