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.
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. |
Service Crew
Service crews are groups of users who can be assigned to a service appointment as a unit. Create service crews from the crew management tool or the Service Crews tab.
| Field Name | Description |
|---|---|
| Crew Size |
The ideal number of members on the crew. This field doesn’t update when you add or remove members. The maximum crew size is 100. You can add crew size requirements to work types, work orders, and work order line items that are enforced during scheduling. To learn more, see Considerations for Scheduling Service Crews. |
| Gantt Color |
Hex code of the crew’s background color on the Gantt. Crews without a set Gantt color appear in purple. For example, set the Gantt color to green (#008000) for all service crews that use a company vehicle.
|
| Name | The name of the service crew. For example, Repair Crew. |
| Owner | By default, the person who created the service crew. |
Service Crew Member
Service crew members are service resources who belong to a service crew. Add members to a service crew from the crew management tool or the Service Crew Members related list on the crew record.
| Field Name | Description |
|---|---|
| End Date | The last day that the service resource belongs to the crew. You can use this field to track employment dates for contractors. |
| Gantt Label |
Custom label that appears beneath the member’s name on the Gantt. For example, enter the person’s job title.
|
| Leader | Indicates that the member is the crew leader. Leaders can edit assigned appointments and their parent records, while members can only view them. Crew geolocation is based on the leader’s location. Leaders appear in the crew management tool with a star next to their name. |
| Name | The name of the crew member. Depending on your preference, you can enter the service resource’s name or their role in the crew. |
| Service Crew | The crew that the service resource belongs to. |
| Service Resource | The service resource that belongs to the crew. |
| Start Date | Required. The day the service resource joins the crew. |