Represent My Workforce in Field Service

To effectively schedule, track, and maintain service appointments, you must first set up your workforce and various types of workers as service resources in Field Service.

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 setting up your workforce.

I WANT TO…	HOW DO I DO THIS?	PERSONA	INDUSTRIES CATEGORIES
Make my capacity-based resources (contractors) available for scheduling.	Set Up Field Service in Experience Cloud Sites Define Capacity-Based Resources Create Service Resources 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
Make service resources available for scheduling.	Create Service Resources 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
Make equipment and assets available for scheduling.	Create Service Resources 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
Make sure service resources who work together are scheduled as a group (crews).	Set Up Crew Management Create Service Crews Create Service Resources 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