1. Assign user permissions.Users Who Will...Need These PermissionsEnable Field Service LightningCustomize ApplicationView the Service Resources tab and service resourcesRead on service resourcesCreate service resourcesCreate on service resourcesCreate service crewsCreate on service crewsCreate, update, or delete service crew membersEdit on service crewsEdit or deactivate service resourcesEdit on service resources
2. Customize page layouts.Note If you have your own field service terminology, remember that you can rename an object’stab and labels. In Setup, select Rename Tabs and Labels, and enter yourown term for the object you’d like to rename.Page LayoutRecommended CustomizationsService ResourceArrange the fields. The default layoutincludes only some of the available fields.If you intend to create service crews, update the field-level security settings ofthe Service Crew field so it’s not hidden. Then, add the field to service resource pagelayouts and make sure that the User field is not marked required. This allows you tocreate service resources that represent service crews so they can be assigned to service appointments.Note Though the User and Service Crew fields won’t be marked required in the UI, a built-in validation ensures that service resource records can’t be saved unless one of the fields is filled out.Confirm that your page layout has the desired related lists:Absences: The service resource’s absencesCapacities: The service resource’s capacity, or how much they can work in a specified time periodService Appointments: Service appointments assigned to the service resourceService Crews: Service crews that the service resource belongs toService Territories: Service territories where the service resource is available to workSkills: The service resource’s skills, which represent certifications and areas of expertiseTime Sheets: Time sheets that track the service resource’s time at workService CrewArrange the fields. The default layoutincludes only some of the available fields.Confirm that your page layout has the Service Crew Members related list.If you’re using the Field Service Lightning managed package, update the field-levelsecurity settings of the Gantt Label field on the Service Crew Member object so it’s nothidden. Then, add the field to the Service Crew Member page layout.
3. Arrange the fields. The default layoutincludes only some of the available fields.
4. If you intend to create service crews, update the field-level security settings ofthe Service Crew field so it’s not hidden. Then, add the field to service resource pagelayouts and make sure that the User field is not marked required. This allows you tocreate service resources that represent service crews so they can be assigned to service appointments.Note Though the User and Service Crew fields won’t be marked required in the UI, a built-in validation ensures that service resource records can’t be saved unless one of the fields is filled out.
5. Confirm that your page layout has the desired related lists:Absences: The service resource’s absencesCapacities: The service resource’s capacity, or how much they can work in a specified time periodService Appointments: Service appointments assigned to the service resourceService Crews: Service crews that the service resource belongs toService Territories: Service territories where the service resource is available to workSkills: The service resource’s skills, which represent certifications and areas of expertiseTime Sheets: Time sheets that track the service resource’s time at work
6. Absences: The service resource’s absences
7. Capacities: The service resource’s capacity, or how much they can work in a specified time period
8. Service Appointments: Service appointments assigned to the service resource
9. Service Crews: Service crews that the service resource belongs to
10. Service Territories: Service territories where the service resource is available to work
11. Skills: The service resource’s skills, which represent certifications and areas of expertise
12. Time Sheets: Time sheets that track the service resource’s time at work
13. Arrange the fields. The default layoutincludes only some of the available fields.
14. Confirm that your page layout has the Service Crew Members related list.
15. If you’re using the Field Service Lightning managed package, update the field-levelsecurity settings of the Gantt Label field on the Service Crew Member object so it’s nothidden. Then, add the field to the Service Crew Member page layout.
16. Make the Service Resources and Service Crews tabs visible to your users.Users create and manage service resources and crews from these tabs. You can add a tab to a custom app or instruct users to add it in Salesforce.