Enable Field Service and Create Service Resources

To get up and running, enable Field Service and take care of a few important settings in your new playground.

1. From Setup, enter field service in the Quick Find box, then select Field Service Settings.
2. Click the toggle to enable Field Service.
   
3. After Field Service is enabled, adjust the settings.
   1. Since you want your workforce to stay informed about the work they’re assigned to do, under Notifications, select Enable notifications.
   2. Under Auto-Created Service Appointments, set the Days After Created Date to 3. This means the due date on auto-created appointments is three days after the created date.
   3. For both work orders and work order line items, make sure that the Subject field is selected as the field to search when suggesting articles from Salesforce Knowledge.
      
   4. Click Save.

Now Field Service is enabled in your org.

You need some helpers to get your mobile services off the ground. You already have one, you!

Because only two Salesforce licenses are available in developer orgs, you must use the Salesforce admin's profile (that’s your profile) to create one field service user. Look at all the hats you can wear! You’ll create a second stellar mobile worker as part of the hands-on challenge for this unit.

Adjust your profile to fit a field tech out of New York.

1. From Setup, enter users in the Quick Find box, then select Users.
2. Click your name in the user list.
3. Click Edit, then change the following information.
   1. Select: Knowledge User
   2. Ensure Service Cloud User is selected.
   3. Time Zone: Eastern Time (America/New_York). This label varies depending on if you’re in daylight or standard time.
4. Click Save.

You now have users you can assign as service resources so they have access to the core field service features.

Make yourself a service resource so you can bring service to your customers.

1. From the App Launcher, find and select Service Resources.
2. Click New.
3. For Name, enter your name.
4. For User, use the lookup field to select yourself. The user doesn’t have to match the Service Resource name.
5. Use the Resource Type dropdown to select Technician.
6. In the Description text box, enter: Field tech for the New York area.
7. Select Active.
   
8. Click Save. If you get a message stating, “This page isn't available in Salesforce Lightning Experience or the mobile app”, you can ignore it.

Now you have a service resource record in Salesforce for your mobile worker (in this case, you!).