Set Up Skills for Field Service
- Configure Skill SettingsTo control how your field service team works with skills, customize page layouts andspecify who can view and create skills.
- Create SkillsTo get started with skills for field service, create basic skills in your org. When youassign skills to service resources or mark them as required on work orders and work types, you canadd details like skill level and duration.
- Assign Skills to Service ResourcesAssign skills to service resources to track their certifications and areas ofexpertise.
- Group Service Crew SkillsLearn how the Field Service Lightning managed package considers a service crew’s skillswhen scheduling appointments.