---
schema_version: "1"
id: ba9da1e7d6c6beb65e1e96af4518770d95f72787e2dc19d75da4d0322df785e6
title: Service Resource Fields 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_resource_fields.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_resource_fields.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fed9b72e0415cb27e617d756e40080c654b0bd1ec65847aa549842547740bf8e
description: 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.
products:
  - Field Service
release: "264"
---
# Service Resource Fields for Field Service

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.

### 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>

## Service Resource

Service resources represent individual users or groups of users, known as service crews, who can complete field service work.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d50355e78">Field Name</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d50355e81">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e78 ">Active</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e81 ">When selected, this option means that the resource can be assigned to work orders. For
              service tracking purposes, resources can’t be deleted, so deactivating a resource is the
              best way to send them into retirement.</td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e78 ">Capacity-Based</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e81 ">
              <p>Capacity-based resources are limited to a certain number of hours or appointments in a
                specified time period.</p>
              <p style="margin-bottom:0;">The Capacities related list shows a resource’s
                capacity.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e78 ">Description</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e81 ">The description of the resource.</td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e78 ">Include in Scheduling Optimization</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e81 ">Use only if the Field Service managed package is installed. When selected, this option
              checks whether the resource can be assigned to service appointments during the optimization
              process. To be included in optimization, resources need the Field Service Scheduling
              permission set license. If this option is selected and the resource doesn’t have the
              permission set license, the user creating the service resource is prompted to assign
              it.</td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e78 ">Location</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e81 ">The location associated with the service resource. For example, a service vehicle
              driven by the service resource.</td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e78 ">Name</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e81 ">The resource’s name. This name can be the name or title of the associated user or
              crew.</td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e78 ">Resource Type</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e81 ">
              <p>Indicates whether a resource is a technician (mobile worker), dispatcher, or crew.
                Resources who are dispatchers can’t be capacity-based or included in schedule optimization.
                Only users with the Field Service Dispatcher permission-set license can be dispatchers. You
                can’t add additional resource types. </p>
              <p style="margin-bottom:0;">Field Service users can see Asset as a picklist
                option in the Resource Type field. But you can’t save the record when you select Asset if
                you don’t have access to Lightning Scheduler. To schedule assets with Salesforce Field
                Service, contact your account executive to get the required license.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e78 ">Service Crew</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e81 ">
              <p>The associated service crew. If the service resource represents a crew, select the
                crew.</p>
              <p style="margin-bottom:0;">This field is hidden for all users by default. To use it, update its field-level
                security settings in Setup and add it to your service resource page layouts.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e78 ">User</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e81 ">The associated user. If the service resource represents a crew instead of a single
              user, leave this field blank. </td>

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

## Resource Absence

Resource absences are periods of time when a service resource isn’t available to work.

 
| Field Name | Description |
| --- | --- |
| Absence Number | (Read only) An auto-generated number identifying the absence. |
| Absence Type | The type of absence: Meeting, Training, Medical, or Vacation. You can add custom values if needed, but the name Break is reserved for the managed package. |
| Address | The address associated with the absence. |
| Description | The description of the absence. |
| End Time | The date and time when the absence ends. |
| Resource Name | The absent service resource. |
| Start Time | The date and time when the absence begins. |

## Resource Capacity

A service resource’s capacity indicates how much work the resource can perform in a specified time period.

 
| Field Name | Description |
| --- | --- |
| End Date | The date the capacity ends, such as the end date of a contract. |
| Name | (Read only) An auto-generated number identifying the capacity record. |
| Hours per Time Period | The number of hours that the resource can work per time period. You must fill out this field, the Work Items per Time Period field, or both. |
| Service Resource | The associated resource. |
| Start Date | The date the capacity goes into effect. |
| Time Period | Day, Week, or Month. For example, if a resource can work 80 hours per month, select **Month** and enter 80 in Hours per Time Period. |
| Work Items per Time Period | The total service appointments that the resource can complete per time period. You must fill out this field, the Hours per Time Period field, or both. |

## Assigned Resource

Assigned resources are service resources who are assigned to a service appointment. They appear in the Assigned Resources related list on service appointments. Assign a service appointment to a service crew by creating an assigned resource record that is linked to the service resource record representing the crew.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d50355e402">Field Name</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d50355e405">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e402 ">Actual Travel Time (Minutes)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e405 ">The actual travel time in minutes to the work site.</td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e402 ">Assigned Resource Number</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e405 ">An auto-generated number identifying the assigned resource.</td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e402 ">Estimated Travel Time (Minutes)</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e405 ">
              <p>The estimated travel time in minutes to the work site.</p>
              <p style="margin-bottom:0;">If the resource represents a
                crew, you can’t track individual crew members’ travel time unless you create an assigned
                resource record for each crew member.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e402 ">Service Appointment</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e405 ">The related service appointment.</td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e402 ">Service Crew</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e405 ">
              <p>The service crew assigned to the appointment. Typically, appointments are assigned to
                crews by creating an assigned resource record that links to the service crew record. If
                you’re using that approach, you can leave the Service Crew field blank. </p>
              <p>If you want to
                assign an appointment to crew members individually so you can track each member’s travel
                time, create an assigned resource record for each crew member that has both the User and
                Service Crew fields completed.</p>
              <p style="margin-bottom:0;">This field is hidden for all users by default. To use
                it, update its field-level security settings in Setup and add it to your assigned resource
                page layouts.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e402 ">Service Resource</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e405 ">The service resource assigned to the appointment.</td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e402 ">Transaction</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e405 ">The last transaction ID of the scheduling and optimization request that updated
              this object. The transaction ID is automatically generated and populated by the
              Enhanced Scheduling and Optimization engine.</td>

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

## Resource Preference

Resource preferences determine which service resources are assigned to field service work. You can designate certain service resources as preferred, required, or excluded on specific accounts or work orders. Work orders inherit their associated account’s resource preferences.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d50355e507">Field Name</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d50355e510">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e507 ">Preference Type</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e510 ">
              <ul>
                <li>Preferred: Indicates that the customer wants their field service work assigned to the
                  resource</li>

                <li>Required: Indicates that the resource must be assigned to the customer’s field service
                  work</li>

                <li>Excluded: Indicates that the customer doesn’t want their field service work assigned to
                  the resource</li>

              </ul>
              <p style="margin-bottom:0;">Resource preferences are suggestions, not requirements. You can assign a service
                appointment to any resource regardless of the related work order’s resource
                preferences.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e507 ">Related Record</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e510 ">The work order or account with the resource preference.</td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e507 ">Resource Preference Number</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e510 ">An auto-generated number identifying the resource preference.</td>

          </tr>
          <tr class="">
            <td data-label="Field Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e507 ">Service Resource</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d50355e510 ">The service resource that is preferred, required, or excluded.</td>

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

#### See Also

- [Create Service Resources for Field Service](https://help.salesforce.com/s/articleView?id=service.fs_create_resources.htm&release=264.0.0&type=5 "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.")
- [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.")