Pre-Work Brief and Your Data

The default prompt for Pre-Work Brief uses your data to add context and personalization to your prompt. You can modify this data by editing the flow or the prompt.

Note You can see this data in the Field Service Pre-Work Brief prompt template in Prompt Builder.

Object	Fields	Description
Account	Account Number Description Industry Name:	General customer information related to the work.
Case (by ID)	Comments Description Priority Reason RecordTypeId Subject Type	The record where the call center rep defines the details of the issue as provided by the customer.
Contact (by ID)	Name: FirstName, LastName, Salutation Phone Pronouns Title	Specific details of the person to contact for the required work or the person at the job site.
Pricebook 2 (by ID)	Description Name	Related price book data.
Service Appointment (by ID)	Address AppointmentNumber Description Duration SchedEndTime SchedStartTime ServiceNote Status Subject WorkTypeId: Description, Name	Details about the specific job. A work order can have multiple service appointments.
Work Order (by ID)	Address Description Duration EndDate ID Priority StartDate Status Subject WorkOrderNumber	The main object that holds information about the work that is required.
Work Order Line Item (based on Work Order ID)	Description LineItemNumber Priority WorkOrderId (Parent Work Order)	Detailed information about the work that needs to be done.
Work Plans (based on Work Order Line Item or Work Order)	Description ExecutionOrder Name ParentRecordId: IDWorkOrderId (Parent Work Order): ID WorkOrderLineItemId (Parent Work Order Line Item): ID WorkPlanTemplate: Description, Name, RelativeExecutionOrder	A process that defines the work in steps.
Work Step (based on link to Work Plan)	ActionType Description ExecutionOrder Name ParentRecordId Status StartTime WorkPlanId	The steps of the work plan.