---
schema_version: "1"
id: be0a687872918b756f5245d3a4de86563ceea2d79e8c3f6dcd530a962658ab71
title: Set Up Foundational Features
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/aslm_woe_foundational_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.aslm_woe_foundational_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 03836e0713704ba7e4817e47a1dabdccb06b223e8fa4ab4cc46987fb216ef4a9
description: Set up and configure Work Order Estimation features to help service managers and service agents estimate work, create detailed quotes, and generate work orders for field service tasks.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Set Up Foundational Features

Set up and configure Work Order Estimation features to help service managers and service agents estimate work, create detailed quotes, and generate work orders for field service tasks.

### 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: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. <a href="https://help.salesforce.com/s/articleView?id=xcloud.aslm_editions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products and editions for Asset Service Lifecycle Management features.">View edition availability</a>.</td></tr></tbody></table>

- **[Enable Features for Work Order Estimation](https://help.salesforce.com/s/articleView?id=xcloud.aslm_woe_enable_features_assign_permissions.htm&release=264.0.0&type=5)**  
    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.
- **[Set Up Omnistudio Document Generation](https://help.salesforce.com/s/articleView?id=xcloud.aslm_woe_set_up_omnistudio_document_generation_parent.htm&release=264.0.0&type=5)**  
    This step is optional. To generate and download proposal documents, install and set up Omnistudio Document Generation.
- **[Salesforce Pricing Setup for Work Order Estimation](https://help.salesforce.com/s/articleView?id=xcloud.aslm_woe_set_up_salesforce_pricing.htm&release=264.0.0&type=5)**  
    Before you use the Work Order Estimation feature, it’s essential to set up Salesforce Pricing.
- **[Create and Activate Work Order Estimation Flow](https://help.salesforce.com/s/articleView?id=xcloud.aslm_woe_clone_and_activate_work_order_estimation_flow.htm&release=264.0.0&type=5)**  
    Create and activate the predefined Work Order Estimation flow for using the Work Order Estimation feature.
- **[Integrate Book Service Appointment](https://help.salesforce.com/s/articleView?id=xcloud.aslm_woe_integrate_book_service_appointment_to_the_cloned_flow.htm&release=264.0.0&type=5)**  
    On the cloned Work Order Estimation (WOE) flow, integrate Book Service Appointment (BSA) by completing the BSA setup and modifying the WOE flow.
- **[Launch Work Order Estimation Flow](https://help.salesforce.com/s/articleView?id=xcloud.aslm_woe_launch_work_order_estimation_flow_parent.htm&release=264.0.0&type=5)**  
    You can launch the Work Order Estimation flow from various places in your org, such as an account, an asset, a work type group, a quote, or a work order.