Field service developer guide For information about WDC skills on a user's profile, see the ProfileSkill topic. GitHub: LWC-Mobile-Samples. Note Field Service Developer Guide / Field Service REST API / Appointment Bundling REST APIs Appointment Bundling REST APIs Use the Appointment Bundling REST APIs to create bundles, remove bundle members, start the automated process for creating bundles, unbundle one or more bundles, and update a bundle. Adds service appointments to an existing bundle. Field Service Developer Guide / Field Service Mobile App / Build Custom Lightning Web Components for Service Documents / Code Examples for Document Builder. Field Service Developer Guide / Field Service Apex Namespace / FSL Apex Namespace / OAAS Class OAAS Class Contains all the methods used in the available optimization services, such as global or in-day optimizations, reshuffle operations, and resource schedule optimizations. Represents a category or group of Chat users or service resources in Field Service or Workforce Engagement. For Service Engagement, users must have the Service Engagement Planner permission set. For example, if a service resource needs to be re-certified after six months, the end date would be the date their certification expires. throws at https://help Each time a user opens a deep link to an action from the Field Service mobile app, a security dialog prompts the user to confirm the action. Discover how to make the most of Dynamics 365 Field Service with training, docs, and videos covering product capabilities and how-to articles. Field Name Details; EffectiveEndDate: Type datetime Properties Create, Filter, Nillable, Sort, Update Description The date when the skill expires. Field Service Developer Guide / Field Service Apex Namespace / FSL Apex Namespace / ResourceScheduleData Class ResourceScheduleData Class Contains all the details of a service resource’s available slots for a given service appointment. Summer '25 (API version 64. Field Service Standard Objects. Field Details; FSL__Efficiency__c: Type double Properties Create, Filter, Nillable, Sort, Update Description The efficiency score or the work pace of the service resource. For Workforce Engagement, users must have the Workforce Engagement Admin or Planner permission set. See full list on salesforceben. Field Service is based on a suite of standard and custom Salesforce objects that relate to each other in different ways. Field Service Developer Guide / Field Service Metadata API / Skill Skill Represents the settings for a skill used for field service or to route chats to agents in Chat, such as the name of the skill and which agents the skills are assigned to. This object is available in API version 54. Build your Customer 360 and get a complete view of your customers across sales, service, marketing, commerce, and more. The Create Service Report action on work orders, work order line items, and service appointments can also be called using Apex code. 0 and later. throws at https://help Field Service Developer Guide / Field Service Code Examples / Code Examples: Dispatcher Console Custom Actions Code Examples: Dispatcher Console Custom Actions Learn how to configure Apex classes or Visualforce pages that you want to link to a custom action in the dispatcher console. Explore AI CRM Represents a grouping of work types used to categorize types of appointments available in Lightning Scheduler, or to define scheduling limits in Field Service. Represents a schedule of a service resource’s time in Field Service or Workforce Engagement. 0 and later of the Salesforce API. Field Details; ActionDefinition: Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The platform action that the work step executes. Represents a service resource who can be assigned in a service territory in Field Service, Salesforce Scheduler, or Workforce Engagement. You can hide this Launch action? dialog by configuring the deep link URL with a security key. However, that’s just the beginning! To get your feet wet before you start working programmatically with Field Service, it’s a good idea to walk through the setup tasks outlined in Set Up Field Service Developer Guide. The code example shown creates a service report with two signatures by making an Apex callout to the createServiceReport action REST API resource. Field Service Developer Guide Field Service is a powerful, highly customizable toolbox of features that you can use to set up and manage a multiplatform, mobile service operation. Start your journey now! If a customer entitlement includes terms regarding when the customer has access to field service, you can track these hours on the entitlement using the Operating Hours field (API name: SvcApptBookingWindowsId). Represents a travel mode used for travel time calculations. Field Service APIs and Developer Resources Ready to get started developing with Field Service? Check out the Field Service Developer Guide for object relationship diagrams, API reference information, and code samples. To do so, use only LWCs. Learn how to use features in Field Service and the Field Service mobile app to deliver world-class onsite service to customer locations. Field Service Data Objects. The Field Service mobile app for Android and iOS comes with a variety of customizable settings, including branding colors, geolocation accuracy, app extensions, and date picker display. This object is available in API version 24. Explore AI CRM Field Service Developer Guide. 0) CRM Products . LWCs that depend on Aura run into trouble at run time. Copilot generates summaries of Field Service Developer Guide / Field Service Data Objects / Field Service Preventive Maintenance Data Model Field Service Preventive Maintenance Data Model Manage periodic maintenance with the help of maintenance plans, which define the maintenance schedule for specific assets. Learn about Salesforce Field Service, enabling resources, configuring territories, and setting operating hours. To allow access to namespace elements, assign the FSL custom permission set that's appropriate for the user's persona. These objects also serve as the foundation of the Field Service managed package and mobile app. Field Details; Description: Type textarea Properties Create, Nillable, Update Description The description of the work plan template. IsActive: Type boolean Field Service, Service Engagement, or Workforce Engagement must be enabled. Field Service developers using the Lightning Software Developers Kit (LSDK) can’t use any code that relies on Aura because Field Service must be able to execute offline. This endpoint is available in version 54. Time sheets are composed of time sheet entries, which typically track individual tasks like travel or asset repair. Field Service Flow Returns information corresponding to a field service flow. You now have access to Salesforce’s standard field service objects, which are listed in this guide. This resource accepts a bundle ID and service appointment IDs. Field Service Developer Guide. Field Service Inventory Management Data Model. 0) Spring '25 (API Represents the customer support an account or contact is eligible to receive. The Field Service (FSL) namespace contains all classes, methods, Visualforce pages, and custom objects within the Field Service managed package. throws at https://help Field Service Developer Guide / Field Service Apex Namespace / FSL Apex Namespace / AppointmentBookingSlot Class AppointmentBookingSlot Class Represents a booking slot available for a given service appointment. The developer name of the service report template. This resource is available in REST API version 42. Manage Field Service Permissions Give your team access to Field Service features. This object is available in API version 38. API End-of-Life Policy. FollowupAppointment; MobileDashboard; Create LWCs that use plug-ins. Time sheets are composed of time sheet entries. LWCs offer a versatile and efficient framework to meet the needs of your Field Service operations, from enhancing user interfaces to extending functionality. Install the Field Service Managed Package After Field Service is enabled, install the managed package to gain access to the dispatcher console, scheduling tools, a range of custom objects, and Guided Setup. 0) Spring '25 (API Use the unlocked packages to schedule follow-up appointments and view a mobile dashboard in the Field Service mobile app. Explore AI CRM Get Started with Lightning Web Components in the Field Service Mobile App Learn how to create and use Lightning web components (LWCs) in the Field Service mobile app. Field Service Maintenance assets also list a NextSuggestedMaintenanceDate, which is initially inherited from the maintenance plan. Get Ready to Develop with Field Service. Field Service Developer Guide / Field Service Code Examples / Code Examples: Dispatcher Console Custom Actions Code Examples: Dispatcher Console Custom Actions Learn how to configure Apex classes or Visualforce pages that you want to link to a custom action in the dispatcher console. Represents a span of time that a service resource spends on a field service task. Uncaught SyntaxError: Failed to execute 'querySelectorAll' on 'Document': 'div:has(>. This API is not supported in Gov Cloud. An easy-to-use mobile application that guides technicians through schedule changes and service work. Dec 18, 2024 · Communication tools to enhance collaboration between customer service agents, dispatchers, field technicians, customers, and other stakeholders. Field Service Developer Guide / Field Service Mobile App / Get Started with Lightning Web Components in the Field Service Mobile App / Android Emulator Setup Android Emulator Setup During development it’s convenient to test your code in a virtual device. 0) Spring '25 (API version 63. embeddedServiceHelpButton)' is not a valid selector. Field Service REST API. If the plan has maintenance assets, this date auto-updates on the maintenance assets after each batch is generated, but doesn’t update on the maintenance plan itself because batch timing is calculated at the maintenance asset level. Field Service The Field Service (FSL) namespace contains all classes, methods, Visualforce pages, and custom objects within the Field Service managed package. Field Service Developer Guide: Add Lighting Web Components for Plug-Ins to the Field Service Mobile App Represents the customer support an account or contact is eligible to receive. Copilot in Field Service features are integrated in the application. Field Name Details; Address: Type address Properties Filter, Nillable Description The full address. This object is available in API version 18. AddressType: Type picklist Properties Create, Defaulted on create Field Details; ActionDefinition: Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The platform action that the work step executes. This guide offers reference information and code examples to help you understand the structure of Field Service features and customize them with code. Entitlements may be based on an asset, product, or service contract. 0) Latest. Dynamics 365 Field Service documentation. com Enable Field Service to start using Field Service features. j. This object is available in API version 47. Field Service Core Data Model. . Click Save. Represents the day or hours for which a service territory or service resource is unavailable in Field Service, Salesforce Scheduler, Salesforce Meetings, Sales Engagement, or Workforce Engagement. The records include information about the type of transportation (such as Car or Walking), whether a vehicle can take toll roads, and whether a vehicle is transporting hazardous materials. May 23, 2025 · Field Service Developer Guide Field Service Core Data Model Field Service Inventory Management Data Model Use Field Service’s inventory objects to track the storage, request, consumption, return, and retirement of items in your inventory. CRM Products . Field Service Flow. For Field Service, users must have Field Service permissions. This object is available in API v47. This object is available in API version 45. Only users with View DeveloperName OR View Setup and Configuration permission can view, group, sort, and filter this field. Field Service Field Service Developer Guide. Field Service Mobile Settings Returns information about the Field Service mobile app settings assigned to the profile of the context user. For example, if Customer A is entitled to service Monday through Friday from 8 AM to noon, but Customer B is entitled to 24/7 service Verify that Field Service is enabled. gbdh vsqex vxe kpjns wjrcs suvnr zknk wsxsap frwgw brf