Set up and configure Work Order Estimation to allow your users to accurately estimate field service work before starting the job.
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. |
In Spring '25, Work Order Estimation is available out-of-the-box with a screen flow. If needed, you can develop Work Order Estimation on Omnistudio using the provided Lightning Web Components (LWCs) and create additional LWCs for navigation.
If you are using earlier versions of Work Order Estimation, switch to the Spring '25 version to take advantage of the new features. The previous versions will be discontinued by Spring '26.
Limit customizations to the Work Order Estimation feature to those specified in the Customizations for Work Order Estimation.
- Work Order Estimation Licenses and Permissions
Enable these licenses and assign permission sets to users. - Understand Salesforce Field Service Configuration for Work Order Estimation
Before configuring Salesforce Field Service for Work Order Estimation, ensure you understand key factors such as work types, product families, service contracts, and warranties. These factors play an important role in the setup and execution of work order estimation. - 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. - Set Up Partner Community on Experience Cloud Sites
Extending the scope of work order estimation to be used by the partners on the Experience cloud sites.