For Salesforce orgs created before the Spring ’21 (230) release, setup is required to
take full advantage of Field Service maintenance work rules.
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. |
- In permission sets or profiles,
- enable the Maintenance Work Rule tab.
- enable Field Level Security on Maintenance Plan and Maintenance Asset fields on the
Maintenance Work Rule for profiles.
- Add the Maintenance Work Rule related list to the maintenance plan and maintenance
assets page layout.
- On the Maintenance Work Rule page layout, click Maintenance Asset
properties in the Maintenance Work Rule Detail section and uncheck
Required in the Field Properties for Maintenance Asset.
