---
schema_version: "1"
id: e675bf9b51baa8dd9f2878b9365b34fb94948f7e7838ad845aed74a585d43fc7
title: Define Which Field Service Resources Perform Work and Where
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/pfs_solutions_define_which_resource.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.pfs_solutions_define_which_resource.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 16257d695ade5c84c8493891ee3577ababb511d9418bd70f612376957ba58e10
description: Configure Field Service to make sure that your workforce is scheduled only for appointments they're qualified to perform, based on their expertise, supported work types, and relevant geographies or lines of business.
products:
  - Field Service
release: "264"
---
# Define Which Field Service Resources Perform Work and Where

Configure Field Service to make sure that your workforce is scheduled only for appointments they're qualified to perform, based on their expertise, supported work types, and relevant geographies or lines of business.

### 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>

![Package icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_package.png) _This is a Field Service managed package feature._

Consider these related jobs when setting up your workforce.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:40%">
        <col style="width:20%">
        <col style="width:20%">
        <col style="width:20%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d102942e88">I WANT TO…</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d102942e91">HOW DO I DO THIS?</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d102942e94">PERSONA</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d102942e97">INDUSTRIES CATEGORIES</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="I WANT TO…" class="slds-cell-wrap" style="vertical-align:top;" headers="d102942e88 ">Define my workforce structure by business units and geographies.</td>

          <td data-label="HOW DO I DO THIS?" class="slds-cell-wrap" style="vertical-align:top;" headers="d102942e91 ">
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=service.fs_create_territories.htm&amp;type=5&amp;language=en_US" target="_blank">Create Service Territories for Field
                Service</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=service.pfs_map_polygons_enable.htm&amp;type=5&amp;language=en_US" target="_blank">Enable Map Polygons in Field
                Service</a>
            </p>
          </td>

          <td data-label="PERSONA" class="slds-cell-wrap" style="vertical-align:top;" headers="d102942e94 ">Admin</td>

          <td data-label="INDUSTRIES CATEGORIES" class="slds-cell-wrap" style="vertical-align:top;" headers="d102942e97 ">
            <ul>
              <li>Communication, Media, and Technology</li>

              <li>Education</li>

              <li>Energy and Utilities</li>

              <li>Engineering and Construction</li>

              <li>Financial Services</li>

              <li>Healthcare and Life Sciences</li>

              <li>Manufacturing and Automotive</li>

              <li>Retail and Consumer Goods</li>

              <li>Travel, Transport, and Hospitality</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="I WANT TO…" class="slds-cell-wrap" style="vertical-align:top;" headers="d102942e88 ">Define which workforce members of my workforce can be assigned certain work based on
            skills, qualifications, and expertise.</td>

          <td data-label="HOW DO I DO THIS?" class="slds-cell-wrap" style="vertical-align:top;" headers="d102942e91 ">
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=service.fs_create_skills.htm&amp;type=5&amp;language=en_US" target="_blank">Create Skills for Field
                Service</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=service.pfs_optimization_theory_work_rules_match_skills.htm&amp;type=5&amp;language=en_US" target="_blank">Work Rule Type: Match
                Skills</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=service.pfs_optimization_theory_work_rules_extended_match.htm&amp;type=5&amp;language=en_US" target="_blank">Work Rule Type: Extended
                Match</a>
            </p>
          </td>

          <td data-label="PERSONA" class="slds-cell-wrap" style="vertical-align:top;" headers="d102942e94 ">Admin</td>

          <td data-label="INDUSTRIES CATEGORIES" class="slds-cell-wrap" style="vertical-align:top;" headers="d102942e97 ">
            <ul>
              <li>Communication, Media, and Technology</li>

              <li>Education</li>

              <li>Energy and Utilities</li>

              <li>Engineering and Construction</li>

              <li>Financial Services</li>

              <li>Healthcare and Life Sciences</li>

              <li>Manufacturing and Automotive</li>

              <li>Retail and Consumer Goods</li>

              <li>Travel, Transport, and Hospitality</li>

            </ul>
          </td>

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