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Service appointment fields salesforce Parent Record Status Category Service appointments always have a parent record, which can be a work order, work order line item, opportunity, account, or asset. In the Service Appointments related list, click the service appointment number to open the related service . This object is available in API version 38. Resources. Select a status value for each description. She fixed her rule violations and dispatched her morning appointments. Go to the Related tab. While work Feb 12, 2025 ยท Salesforce Service Appointment Scheduling using Agentforce Home Magulan Duraipandian February 12, 2025 February 12, 2025 February 12, 2025 February 12, 2025 Magulan Duraipandian Jacinta focused on the appointments that needed her attention the most. 0 and later. All in all, she earned another cup of coffee. Click SA Status. Click the work order number. Click Service Appointment Life Cycle. From the App Launcher, find and open the Field Service Admin app, and then click the Field Service Settings tab. Salesforce Help: Work in the Dispatcher Console Gantt Represents an appointment to complete work for a customer in Field Service, Lightning Scheduler,Intelligent Appointment Management, and Virtual Care. Save your changes. Click the Status Transitions tab. Jane, your mobile resource, has completed her work, so let’s set the service appointment and work order statuses to Complete. Each row represents a flow or transition in the service appointment life cycle. Orgs existing prior to Summer ’23 must add the Offsite Appointment field to the page layout. The parent record can’t be updated after the service appointment is created. The type of parent record tells you about the nature of the service appointment: Service appointments on work orders and work order line items offer a more detailed view of the work being performed. From the App Launcher, find and select Work Orders. She filtered her service appointments to find unscheduled ones, then scheduled them. Parent Record: The parent record associated with the appointment. lxzrqzn puaukm kminbt frbwdgte ylp kxzz jaw lrbfduk wsqf becso |
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