Enable Field Service Lightning
- From Setup, enter Field Service Settings in the Quick Find box, then select Field Service Settings.
- Click Enable Field Service Lightning.Note If you don’t have a Field Service Lightning add-on license, you just see an Enable Work Orders option, which is on by default.
- Click Save.
- If you want, select the option to turn on in-app notifications for the Salesforce app andLightning Experience users when any of the following actions occurs on a work order or work order line item that they own or follow:A text or file post is addedA tracked field is updatedThe record owner changesThe resource assignments change on a related service appointmentIf the option to track all related objects is selected in your feed tracking settings for work orders, users are also notified when child records of work orders—such as service appointments—are created or deleted.
- A text or file post is added
- A tracked field is updated
- The record owner changes
- The resource assignments change on a related service appointment
- When you set up work types, which are templates for work orders, you can opt to automatically add a service appointment to new work orders or work order line items associated with a work type. Configure the Due Date on auto-created service appointments by indicating how many days past the Created Date it should fall.
- If you want to use your knowledge base in field service, select the fields that the search engine should scan to suggest articles on work orders or work order line items. Press the Shift key and click the fields you want to select.
- Click Save.