🔧 Tools Used:

Salesforce Field Service, Object Manager, Flow Builder, Setup Menu

🔍 Overview

This project simulates a real-world scenario in which a cable installation company needs a standardized way to assign, track, and complete service tasks in the field. The use case focuses on creating a reusable Work Type Template and associated processes to optimize field technician scheduling and resource allocation.

🎯 Objectives

• Create a Work Type template (Cable Install)
• Assign required skills and products
• Customize the Work Order layout
• Track inventory location and consumption
• Generate and send a Service Report

Creating a New Work Type

Field service is centered around work orders, which agents can create from work type templates. In this project, we create a work type template for installing cable, so that agents can quickly create work orders when cable install jobs come in.

Assign Required Skills

Each work type requires a different skill set to complete tasks. We relate the required field service skills to the Cable Install work type.