Field Service is based on a suite of standard and custom Salesforce objects that relate to each other in different ways. These objects also serve as the foundation of the Field Service managed package and mobile app.
The following object relationship diagrams and reference information are your field service object dictionary. Use them to guide your implementation decisions. You can create, retrieve, update, or delete field service records and objects, through our SOAP and REST APIs. You can query these objects using SOQL (Salesforce Object Query Language).
Use Field Service’s core objects to complete essential field service tasks such as managing work orders, defining your service territories, and tracking your workforce.
Field Service Inventory Management Data Model
Use Field Service’s inventory objects to track the storage, request, consumption, return, and retirement of items in your inventory.
Field Service Preventive Maintenance Data Model
Manage periodic maintenance with the help of maintenance plans, which define the maintenance schedule for specific assets. Maintenance plans typically reflect the terms in a customer’s service contract or entitlements.
Field Service Product Service Campaign Data Model
Use product service campaign to record the actions to address situations such as product recalls, manual firmware upgrades, safety or compliance audits, or end-of-life communications. Assets affected are associated with a campaign using product service campaign items. Campaign and campaign items can then be associated with work orders and return orders as needed to complete the work.
Field Service Warranty Management Data Model
Use warranty items to record details of the labor, parts, and expenses, along with any exchange options, that are provided to rectify issues with products sold or installed. Create standard warranties for products and product families and, for products you install, record details of additional or extended warranties along with exclusions and void terms.
Field Service Pricing Data Model
Link work orders to products or assets in your org to track product pricing and work being performed on your customers’ installed products.
Field Service Object References
Object reference for standard and custom Salesforce objects used in Field Service.
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