Service appointment fields salesforce. Click Service Appointment Life Cycle.

Service appointment fields salesforce Each row represents a flow or transition in the service appointment life cycle. 0 and later. While work Feb 12, 2025 · 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. 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. Click the Status Transitions tab. Resources. Parent Record: The parent record associated with the appointment. Click the work order number. Jane, your mobile resource, has completed her work, so let’s set the service appointment and work order statuses to Complete. Select a status value for each description. All in all, she earned another cup of coffee. From the App Launcher, find and select Work Orders. 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. 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. Click Service Appointment Life Cycle. In the Service Appointments related list, click the service appointment number to open the related service . The parent record can’t be updated after the service appointment is created. Save your changes. Go to the Related tab. Click SA Status. Orgs existing prior to Summer ’23 must add the Offsite Appointment field to the page layout. This object is available in API version 38. From the App Launcher, find and open the Field Service Admin app, and then click the Field Service Settings tab. She fixed her rule violations and dispatched her morning appointments. She filtered her service appointments to find unscheduled ones, then scheduled them.