---
schema_version: "1"
id: 289f6533031a5ec104956ec8daa507016e3ac4e6010ac27c23fc62049b644029
title: Pre-Work Brief and Your Data
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/mfs_einstein_pre_work_brief_data.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.mfs_einstein_pre_work_brief_data.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f3e78606bd978adf33404e4dbe43a2b367912b936bf3f3829ee13a1e9905ab8a
description: 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.
products:
  - Field Service
release: "264"
---
# 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png)

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d110381e43">Object</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d110381e46">Fields</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d110381e49">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e43 ">Account</td>

            <td data-label="Fields" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e46 ">
              <ul>
                <li>Account</li>

                <li>Number</li>

                <li>Description</li>

                <li>Industry</li>

                <li>Name:</li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e49 ">General customer information related to the work.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e43 ">Case (by ID)</td>

            <td data-label="Fields" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e46 ">
              <ul>
                <li>Comments</li>

                <li>Description</li>

                <li>Priority</li>

                <li>Reason</li>

                <li>RecordTypeId</li>

                <li>Subject</li>

                <li>Type</li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e49 ">The record where the call center rep defines the details of the issue as
              provided by the customer.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e43 ">Contact (by ID)</td>

            <td data-label="Fields" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e46 ">
              <ul>
                <li>Name: FirstName, LastName, Salutation</li>

                <li>Phone</li>

                <li>Pronouns</li>

                <li>Title</li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e49 ">Specific details of the person to contact for the required work or the person at the
              job site.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e43 ">Pricebook 2 (by ID)</td>

            <td data-label="Fields" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e46 ">
              <ul>
                <li>Description</li>

                <li>Name</li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e49 ">Related price book data.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e43 ">Service Appointment (by ID)</td>

            <td data-label="Fields" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e46 ">
              <ul>
                <li>Address</li>

                <li>AppointmentNumber</li>

                <li>Description</li>

                <li>Duration</li>

                <li>SchedEndTime</li>

                <li>SchedStartTime</li>

                <li>ServiceNote</li>

                <li>Status</li>

                <li>Subject</li>

                <li>WorkTypeId: Description, Name</li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e49 ">Details about the specific job. A work order can have multiple service
              appointments.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e43 ">Work Order (by ID)</td>

            <td data-label="Fields" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e46 ">
              <ul>
                <li>Address</li>

                <li>Description</li>

                <li>Duration</li>

                <li>EndDate</li>

                <li>ID</li>

                <li>Priority</li>

                <li>StartDate</li>

                <li>Status</li>

                <li>Subject</li>

                <li>WorkOrderNumber</li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e49 ">The main object that holds information about the work that is required.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e43 ">Work Order Line Item (based on Work Order ID)</td>

            <td data-label="Fields" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e46 ">
              <ul>
                <li>Description</li>

                <li>LineItemNumber</li>

                <li>Priority</li>

                <li>WorkOrderId (Parent Work Order)</li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e49 ">Detailed information about the work that needs to be done.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e43 ">Work Plans (based on Work Order Line Item or Work Order)</td>

            <td data-label="Fields" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e46 ">
              <ul>
                <li>Description</li>

                <li>ExecutionOrder</li>

                <li>Name</li>

                <li>ParentRecordId: IDWorkOrderId (Parent Work Order): ID</li>

                <li>WorkOrderLineItemId (Parent Work Order Line Item): ID</li>

                <li>WorkPlanTemplate: Description, Name, RelativeExecutionOrder</li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e49 ">A process that defines the work in steps.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e43 ">Work Step (based on link to Work Plan)</td>

            <td data-label="Fields" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e46 ">
              <ul>
                <li>ActionType</li>

                <li>Description</li>

                <li>ExecutionOrder</li>

                <li>Name</li>

                <li>ParentRecordId</li>

                <li>Status</li>

                <li>StartTime</li>

                <li>WorkPlanId</li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d110381e49 ">The steps of the work plan.</td>

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

#### See Also

- [Einstein Generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_about.htm&type=5&language=en_US)
- [Trusted Generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_trust_overview.htm&type=5&language=en_US)