---
schema_version: "1"
id: a96fffb98451ad2bb97140b0c522bc02d88c620751904d890223fd30e3db6a7f
title: Create Service Resources 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_resources.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_create_resources.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: aaa8c0c2cf7c148e49451de4dd299ea057c8d6f43827712f596b3c12d7f18933
description: Service resources are individual users or groups of users—known as service crews—who can perform field service work. Create service resources so you can assign service appointments to them.
products:
  - Field Service
release: "264"
---
# Create Service Resources for Field Service

Service resources are individual users or groups of users—known as service crews—who can perform field service work. Create service resources so you can assign service appointments to them.

### 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 Field Service 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="d51512e72">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d51512e72 ">To create service resources:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d51512e72 ">Create on service resources</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d51512e72 ">To deactivate service resources:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d51512e72 ">Edit on service resources</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d51512e72 ">To view resource capacities:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d51512e72 ">Read on service resources</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d51512e72 ">To create, update, or delete resource capacities:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d51512e72 ">Edit on service resources</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d51512e72 ">To view service resource skills:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d51512e72 ">Read on service resources</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d51512e72 ">To create, update, or delete service resource skills:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d51512e72 ">Edit on service resources</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d51512e72 ">To view, create, edit, or delete resource absences:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d51512e72 ">Read on service resources AND Edit on service resources</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d51512e72 ">To delete resource absences:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d51512e72 ">Edit on service resources</td>

          </tr>
        </tbody>
      </table>

![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 If the Field Service managed package is installed, you can use Guided Setup to quickly create service resources and assign them the proper permission sets. From the App Launcher, find and open the **Field Service Admin** app, and then click the **Field Service Settings** tab. Click **Go to Guided Setup** | **Create Service Resources** and follow the guidance to update or create service resources.

1. From the Service Resources tab, click **New**.
2. Select a user and enter a resource name—typically, the user’s name.
3. If the resource represents an individual user, select the user in the User field. If the resource represents a service crew, leave the User field blank and select the crew in the Service Crew field. Service resources must list a user or a service crew.
4. Select **Active** to be able to assign the resource to service appointments. Inactive resources also can’t access the Field Service mobile app.
5. Indicate whether the resource is a technician (a mobile worker), dispatcher, or crew.
    
    ![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 Field Service users can see Asset as a picklist option in the Resource Type field. However, you can’t save the record when you select **Asset** in an org that doesn’t have access to Lightning Scheduler.
    
    Resources who are dispatchers can’t be capacity-based, included in schedule optimization, or added to service crews. Only users with the Field Service Dispatcher permission set license can be dispatchers.
6. Enter a location if applicable. Service resources might be linked to a location if they manage or operate the location (such as a warehouse or van). A location can’t be linked to more than one service resource.
7. Select **Capacity-Based** if the resource is limited to working a certain number of hours or appointments in a specified time period. You can define the resource’s capacity in the Capacities related list.
    
    Contractors are likely capacity-based.
8. Select **Include in Scheduling Optimization** to check if the resource has the permission set license needed for optimization.
    
    To be included in optimization, users need the Field Service Scheduling permission set license.
9. Complete the remaining [fields](https://help.salesforce.com/s/articleView?id=service.fs_resource_fields.htm&release=264.0.0&type=5 "Service resources, resource absences, resource capacity records, assigned resources, and resource preferences have these fields. Sometimes certain fields aren’t visible or editable depending on your page layout and field-level security settings.") as needed, and save your changes.

Once a resource is created, add details in their related lists.

Service Territories

Select the territories where the resource is available to work. For each territory, select a type:

- Primary: (One territory) Where the resource works most often—for instance, near their home base.
- Secondary: (One or more territories) Where they can be assigned to appointments if needed. Secondary territory membership dates can overlap.
- Relocation: (One or more territories) Represents a temporary move.

Skills

Assign skills to indicate the resource’s areas of expertise. Optionally, enter a skill level of 0–99.99.

Try to track only skills that factor into scheduling decisions. For example, don’t include skills that are common among all service resources. Aim to assign fewer than 50 skills to each service resource.

![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 Service resources, like users, can’t be deleted because they’re key to scheduling data. They can only be deactivated. To deactivate a resource, deselect **Active** in the Details tab of the Service Resource record. You can also deactivate the associated user by editing the user record in Setup under Users and deselecting **Active**.

- **[Define Capacity-Based Resources](https://help.salesforce.com/s/articleView?id=service.fs_define_resource_capacity.htm&release=264.0.0&type=5)**  
    Typically, contractors in field service can work a specified amount in a given time period. Define a service resource’s capacity so they aren’t overbooked during schedule optimization.
- **[Estimate a Service Resource’s Efficiency](https://help.salesforce.com/s/articleView?id=service.pfs_efficiency.htm&release=264.0.0&type=5)**  
    People work at different paces depending on their skills and level of experience. Assign an efficiency score to service resources to facilitate scheduling. The scores are considered during scheduling and can affect an appointment’s scheduled end time.
- **[Guidelines for Creating Service Resources for Field Service](https://help.salesforce.com/s/articleView?id=service.fs_resource_guidelines.htm&release=264.0.0&type=5)**  
    Learn how to view, create, and manage service resources to keep your field service operation running smoothly.
- **[Guidelines for Setting Up Field Service Contractors](https://help.salesforce.com/s/articleView?id=service.fs_setting_up_contractors.htm&release=264.0.0&type=5)**  
    If you run a field service operation, it’s likely that you work with contractors in addition to your full-time employees. Learn how to incorporate contractors into your field service processes.
- **[Set Up Time Sheets](https://help.salesforce.com/s/articleView?id=service.fs_set_up_timesheets.htm&release=264.0.0&type=5)**  
    Before your mobile workers can start logging their hours using time sheets, lay down the foundation. Enable time sheets on the Field Service mobile app, set up an approval process, and customize time sheet fields.
- **[Create Service Resource Absences for Field Service](https://help.salesforce.com/s/articleView?id=service.fs_create_absences.htm&release=264.0.0&type=5)**  
    Create resource absences to indicate when a service resource is unavailable to work. During schedule optimization, service resources aren’t assigned to appointments that conflict with their absences. View and manage absences from the Absences related list on service resource records.
- **[View a Field Service Resource’s Daily Travel Route](https://help.salesforce.com/s/articleView?id=service.pfs_travel_routes.htm&release=264.0.0&type=5)**  
    The scheduling optimizer uses street-level routing to schedule your mobile worker’s day appropriately. On the day of service, the Field Service mobile app’s geocoding feature tracks the actual route taken. You can see both the planned and actual routes together on the resource map view.
- **[View a Field Service Resource’s Calendar](https://help.salesforce.com/s/articleView?id=service.pfs_view_calendar.htm&release=264.0.0&type=5)**  
    Resource detail pages include a customizable calendar that shows the resource’s scheduled appointments and absences. The calendar gives dispatchers a snapshot of the resource’s availability, and helps resources stay on top of their schedule.
- **[Set Up Field Service Asset Availability and Reliability Reporting](https://help.salesforce.com/s/articleView?id=service.fs_set_up_downtime.htm&release=264.0.0&type=5)**  
    Get information on asset availability and reliability by recording details of asset downtime in Field Service.
- **[Manage Data Integration Rules for Field Service](https://help.salesforce.com/s/articleView?id=service.fs_location_tracking.htm&release=264.0.0&type=5)**  
    Set up data integration rules to ensure that service resource travel time is accurately calculated.

#### See Also

- [Service Resource Fields for Field Service](https://help.salesforce.com/s/articleView?id=service.fs_resource_fields.htm&release=264.0.0&type=5 "Service resources, resource absences, resource capacity records, assigned resources, and resource preferences have these fields. Sometimes certain fields aren’t visible or editable depending on your page layout and field-level security settings.")