Define Field Service Work

Define the various types of work and their details—such as duration, due date, and job requirements—in Field Service to schedule and execute work efficiently and effectively.

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.

Package icon This is a Field Service managed package feature.

Consider these related jobs when defining Field Service work.

I WANT TO…	HOW DO I DO THIS?	PERSONA	INDUSTRIES CATEGORIES
Create work in Field Services and define the work requirements.	Guidelines for Creating Work Types for Field Service Add Required Skills to Work Orders or Work Types for Field Service Work Rule Type: Extended Match	Admin	Communication, Media, and Technology Education Energy and Utilities Engineering and Construction Financial Services Healthcare and Life Sciences Manufacturing and Automotive Retail and Consumer Goods Travel, Transport, and Hospitality
Define where work occurs and make sure that the service resource travel time is accurately calculated using geolocation information.	Work Rule Type: Extended Match	Admin	Communication, Media, and Technology Education Energy and Utilities Engineering and Construction Financial Services Healthcare and Life Sciences Manufacturing and Automotive Retail and Consumer Goods Travel, Transport, and Hospitality
Mark service appointments as offsite so that service resources can perform work remotely.	Schedule Appointments Without Travel	Admin	Communication, Media, and Technology Education Energy and Utilities Engineering and Construction Healthcare and Life Sciences Manufacturing and Automotive Retail and Consumer Goods Travel, Transport, and Hospitality
Specify the duration of the work.	Guidelines for Creating Work Types for Field Service	Admin	Communication, Media, and Technology Education Energy and Utilities Engineering and Construction Financial Services Healthcare and Life Sciences Manufacturing and Automotive Retail and Consumer Goods Travel, Transport, and Hospitality
Manage customer SLAs.	Work with Entitlements	Admin	Communication, Media, and Technology Energy and Utilities Engineering and Construction Financial Services Healthcare and Life Sciences Manufacturing and Automotive Retail and Consumer Goods Travel, Transport, and Hospitality
Create work that spans across multiple days.	Enable Multiday Field Service Appointments	Admin	Communication, Media, and Technology Education Energy and Utilities Engineering and Construction Financial Services Healthcare and Life Sciences Manufacturing and Automotive Retail and Consumer Goods Travel, Transport, and Hospitality