Field Service Objects

When you enable Field Service, you gain access to a suite of standard Salesforce objects. The Field Service managed package also includes custom objects that support its scheduling and optimization features.

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.

Note This list doesn’t include sharing, feed, or history objects.

Standard Objects

Object Name	Definition	Tab in Salesforce?
Address	An address associated with a location.
App Extension	A link between the Field Service mobile app and other mobile apps.
Appointment Bundle Aggregation Duration Downscale	Sums the duration of the bundle members, reduced by a predefined percentage.
Appointment Bundle Aggregation Policy	Policy that defines how the property values of the bundle members are aggregated and assigned to the bundle.
Appointment Bundle Config	General parameters that define the behavior of the bundle.
Appointment Bundle Policy	Policy that defines how the bundling of service appointments is handled.
Appointment Bundle Policy Service Territory	A link between the Bundle Policy and the Service Territory.
Appointment Bundle Propagation Policy	Policy that defines which property values are inherited from the bundle to the bundle members or are assigned as constant values in the bundle members.
Appointment Bundle Restriction Policy	Policy that defines the restrictions that are considered while forming a bundle.
Appointment Bundle Sort Policy	Policy that defines the properties by which the bundle members are sorted within the bundle. Can also be used in the automated mode for determining the selection order of the bundle members.
Assigned Resource	A service resource that is assigned to a service appointment.
Associated Location	A location linked to a specific account.
Asset Downtime Period	A downtime period associated with an asset.
Asset Warranty	A warranty term associated with an asset.
Digital Signature	A captured signature from a field service customer or mobile worker.
Expense	An expense such as tools or travel costs linked to a work order.
Expense Report	A report that summarizes expenses.
Expense Report Entry	An expense that’s included in an expense report.
Field Service Mobile Settings	A collection of settings related to the Field Service mobile app.
Field Service Object Change	A change made to one of a service appointment’s tracked fields.
Field Service Object Change Detail	Details of a change made to one of a service appointment’s tracked fields.
Job Profile	A set of skills used to match service resources to shifts.
Linked Article	A knowledge article version that is attached to a work order, work order line item, or work type.
Location	A warehouse, site, van, or plant, usually where inventory is stored or used.
Maintenance Asset	An asset associated with a particular maintenance plan. The plan’s work orders list the asset associated with it.
Maintenance Plan	A plan for preventive maintenance on assets. Work orders are generated for all maintenance visits.
Maintenance Work Rule	A reoccurring maintenance item.
Mobile Settings Assignment	The assignment of a field service mobile settings configuration to a user profile.
Operating Hours	Field service hours that you can define for service territories, service territory members, and accounts.
Product Consumed	A product from your inventory that was used to complete a work order or work order line item.
Product Item	A portion of your inventory stored at a particular location. Every product item is linked to a product and a location.
Product Item Transaction	Represents the restocking, consumption, or stock adjustment of a product item.
Product Request	A request for inventory.
Product Request Line Item	A subdivision of a product request, associated with a particular product.
Product Required	A product that is required for the completion of a work order or work order line item.
Product Service Campaign	A set of activities to be performed on a product service campaign asset, such as a product recall for safety issues or product defects.
Product Service Campaign Item	A product service campaign's asset.
Product Transfer	The transfer of inventory from one location to another.
Product Warranty	A warranty term associated with a product.
Recordset Filter Criteria	A filter that uses field values from a source object to filter records in another object.
Recordset Filter Criteria Rule	The individual rules that make up a recordset filter criteria. Rules map fields to values.
Resource Absence	A time period in which a service resource is unavailable to work.
Resource Preference	The designation of a service resource as preferred, required, or excluded on specific accounts or work orders.
Return Order	The return or repair of inventory or products.
Return Order Line Item	A subdivision of a return order.
Service Appointment	An appointment to perform field service work for customers.
Service Appointment Status	Corresponds to the Status field on service appointments.
Service Crew	A group of service resources that can be assigned to field service work as a unit.
Service Crew Member	A service resource that belongs to a service crew.
Service Report	A customer-facing report summarizing the status of a service appointment, work order, or work order line item.
Service Report Template	A template for service reports.
Service Resource	A user or crew who can perform field service work. You can assign service resources to service appointments and specify each resource’s skills, service territory, and availability.
Service Resource Capacity	The maximum number of scheduled hours or number of service appointments that a capacity-based service resource can complete within a specific time period.
Service Resource Skill	A skill assigned to a service resource. You can specify skill level and expiration.
Service Territory	A region in which field service work is performed. You can assign service resources to territories and create territory hierarchies.
Service Territory Location	A location associated with a particular service territory.
Service Territory Member	A service resource who is assigned to a particular service territory.
Shift	A record used to schedule service resources.
Shift Pattern	A pattern of shift templates used to define groups of commonly used shifts.
Shift Pattern Entry	Shift pattern entries link shift templates to a shift pattern.
Shift Template	A template used to define commonly used shifts.
Shipment	A shipment of inventory between locations.
Shipment Item	An item included in a shipment.
Skill	A certification or area of expertise.
Skill Requirement	A skill that is required to complete a particular field service task. Skill requirements can be added to work types, work orders, and work order line items.
Time Sheet	A log of a service resource’s time and attendance.
Time Sheet Entry	A period when a service resource performs a specific function.
Time Slot	A period in a day when field service work can be performed. Operating hours consist of one or more time slots.
Warranty Term	Details of the benefits offered under a warranty.
Work Capacity Availability	The available work capacity for a specific time and service territory.
Work Capacity Limit	The capacity limit in a specific service territory for a workstream or for the whole service territory in a given period.
Work Capacity Usage	The capacity usage in a specific service territory for a workstream or for the whole service territory in a given period.
Work Order	Represents work to be performed for a customer.
Work Order Line Item	A subtask on a work order.
Work Order Status	Corresponds to the Status field on work orders.
Work Order Line Item Status	Corresponds to the Status field on work order line items.
Work Type	A template that helps you standardize your work orders.
Work Type Group	A category of work types that’s used to define work-type-based scheduling limits.
Work Type Group Member	A work type that belongs to a particular work type group.

The following objects are available even if Field Service isn’t enabled. These objects are often used in field service tasks.

Object Name	Definition	Tab in Salesforce?
Asset	A purchased or installed product.
Asset Relationship	A relationship between two assets that represents a replacement or upgrade.
Contract Line Item	A subdivision of a service contract, typically representing a product covered by the service contract.
Entitlement	Represents the level of support that a customer is entitled to.
Product	A product or service that your business sells.
Service Contract	Represents a service-level agreement, such as a warranty or subscription.
Skill	A capability required to perform tasks.
Work Order	A record that tracks work to be performed for customers. Work orders can have their own service appointments and work order line items.
Work Order Line Item	A subdivision of a work order, often representing a task to be completed.

Custom Objects

The following objects are provided by the Field Service managed package. You can view them in Setup and create custom tabs for them. Customize these objects only based on Salesforce recommendations.

Object Name	Definition
Appointment Dependency	A scheduling dependency between two service appointments.
Crew Management User Settings	A user’s crew management preferences.
Crew Management User Settings Territory	A user’s crew management preferences for the most recently loaded service territory.
Criteria	Custom criteria added to a scheduling recipe.
FSL Operation	Used in data processing.
Gantt Filter	A custom filter that controls what data appears in the Gantt.
Gantt Palette	A palette used to color-code service appointments on the Gantt.
Map Polygon	A custom polygon, which typically represents a service territory.
Optimization Data	Schedule optimization data and results.
Optimization Request	A request to optimize the schedule, created when a scheduled optimization job runs or a user triggers an optimization action.
Scheduling Policy	A set of work rules and service objectives that guides schedule optimization.
Scheduling Policy Objective	A service objective assigned to a specific scheduling policy.
Scheduling Policy Work Rule	A work rule assigned to a specific scheduling policy.
Scheduling Recipe	A collection of optimization settings that dictate how to address a scheduling event such as an appointment cancellation.
Service Objective	A scheduling goal in an optimization operation.
SLR Cache	Cached data used in street-level routing.
Territory Optimization Request	A schedule optimization request for a specific service territory.
User Setting	The user’s Classic Dispatch Console preferences, such as the last filters used. Don’t customize.
User Setting Territory	A user’s Classic Dispatch Console preferences for the most recently loaded service territory.
User Territory	A relationship between a user and the service territory that they belong to.
Work Rule	A rule that narrows the list of candidates for a service appointment.
Work Rule Entry	Supplemental details for a work rule such as flexible break parameters.

See Also

• Set Up Field Service Basics
• Field Service Developer Guide