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Enable Features for Work Order Estimation

Enable Asset Service Lifecycle Management, configure Quotes Settings, and turn on Field Service. Set up the necessary configurations for work types, products, and related entities.

Required Editions

Available in: Lightning Experience
Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability.
Note
Note

Enable Salesforce Pricing only if you have it in your org and if you want to use in Work Order Estimation.

Enable Price Waterfall and Price Waterfall Persistence if Salesforce Pricing is enabled in your org. For more information, see Salesforce Pricing Setup.

Enable Context Definitions if Salesforce Pricing is enabled in your org. For more information, see Use Context Definitions.

  1. Turn on Enable Asset Service Lifecycle Management and add permissions.
    1. From Setup, in the Quick Find box, enter Asset Service Lifecycle Management Settings, and then select Asset Service Lifecycle Management Settings.
    2. Turn on Enable Asset Service Lifecycle Management.
  2. Enable Quotes Settings.
    1. From Setup, in the Quick Find box, enter Quotes Settings, and then select Quotes Settings
    2. Select the Enable Quotes and the Create Quotes Without a Related Opportunity options, and then save your changes.
      The Page Layout Selection page appears.
    3. Select the Opportunity Layout and Append to Users’ personal related list customization options and then save your changes.
  3. Enable Field Service.
    1. From Setup, in the Quick Find box, enter Field Service Settings, and then select Field Service Settings.
    2. Turn on Field Service.
    Note
    Note

    Ensure that configurations for Work Types, Products, Price Books and Price Book Entries, Warranty Terms, Asset Warranties, Service Contracts, Contract Line Items, and Entitlements are set up. For more information, see Understand Salesforce Field Service Configuration for Work Order Estimation.

    Verify that Accounts with associated Assets and Contacts that are essential for launching Work Order Estimation are available in your Org.

  4. Install and set up Field Service Managed Package.
    This is required only if you are using the Book Service Appointment feature from the Work Order Estimation process.