Newer Version Available

This content describes an older version of this product. View Latest

ServiceAppointment

Represents an appointment to complete field service work for a customer. This object is available in API version 38.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Special Access Rules

Field Service Lightning must be enabled.

Fields

Field Name Details
AccountId
Type
reference
Properties
Filter, Group, Nillable, Sort
Description
(Read only) The account associated with the appointment. If the parent record is a work order or work order line item, this field’s value is inherited from the parent. Otherwise, it remains blank.
ActualDuration
Type
int
Properties
Create, Filter, Nillable, Sort, Update
Description
The number of minutes that it took the resource to complete the appointment after arriving at the address. When values are first added to the Actual Start and Actual End fields, the Actual Duration is automatically populated to list the difference between the Actual Start and Actual End. If the Actual Start and Actual End fields are subsequently updated, the Actual Duration field doesn’t re-update, but you can manually update it.
ActualEndTime
Type
dateTime
Properties
Create, Filter, Nillable, Sort, Update
Description
The actual date and time the appointment ended.
ActualStartTime
Type
dateTime
Properties
Create, Filter, Nillable, Sort, Update
Description
The actual date and time the appointment started.
Address
Type
address
Properties
Filter
Description
The address where the appointment is taking place. The address is inherited from the parent record if the parent record is a work order or work order line item.
AppointmentNumber
Type
string
Properties
Autonumber, Defaulted on create, Filter, Sort
Description
An auto-assigned number that identifies the appointment.
ArrivalWindowEndTime
Type
dateTime
Properties
Create, Filter, Nillable, Sort, Update
Description
The end of the window of time in which the technician is scheduled to arrive at the site. This window is typically larger than the Scheduled Start and End window to allow time for delays and scheduling changes. You may choose to share the Arrival Window Start and End with the customer, but keep the Scheduled Start and End internal-only.
ArrivalWindowStartTime
Type
dateTime
Properties
Create, Filter, Nillable, Sort, Update
Description
The beginning of the window of time in which the technician is scheduled to arrive at the site. This window is typically larger than the Scheduled Start and End window to allow time for delays and scheduling changes. You may choose to share the Arrival Window Start and End with the customer, but keep the Scheduled Start and End internal-only.
City
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The city where the appointment is completed. Maximum length is 40 characters.
ContactId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The contact associated with the parent record. If needed, you can manually update the service appointment contact.
Country
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The country where the work order is completed. Maximum length is 80 characters.
Description
Type
textarea
Properties
Create, Nillable, Update
Description
The description of the appointment.
DueDate
Type
dateTime
Properties
Create, Filter, Sort, Update
Description
The date by which the appointment must be completed. Earliest Start Permitted and Due Date typically reflect terms in the customer’s service-level agreement.
Duration
Type
double
Properties
Create, Nillable, Filter, Sort, Update
Description
The estimated length of the appointment. If the parent record is work order or work order line item, the appointment inherits its parent’s duration, but it can be manually updated. The duration is in minutes or hours based on the value selected in the Duration Type field.
DurationType
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The unit of the Duration: Minutes or Hours.
EarliestStartTime
Type
dateTime
Properties
Create, Filter, Sort, Update
Description
The date after which the appointment must be completed. Earliest Start Permitted and Due Date typically reflect terms in the customer’s service-level agreement.
GeocodeAccuracy
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The level of accuracy of a location’s geographical coordinates compared with its physical address. Usually provided by a geocoding service based on the address’s latitude and longitude coordinates.

This field is available in the API only.

Note

LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The date when the service appointment was last modified. Its label in the user interface is Last Modified Date.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The date when the service appointment was last viewed.
Latitude
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
Used with Longitude to specify the precise geolocation of the address where the service appointments is completed. Acceptable values are numbers between –90 and 90 with up to 15 decimal places.

This field is available in the API only.

Note

Longitude
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
Used with Latitude to specify the precise geolocation of the address where the service appointment is completed. Acceptable values are numbers between –180 and 180 with up to 15 decimal places.

This field is available in the API only.

Note

OwnerId
Type
reference
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
The owner of the service appointment.
ParentRecordId
Type
reference
Properties
Create, Filter, Group, Sort
Description
The parent record associated with the appointment. The parent record can’t be updated after the service appointment is created.
ParentRecordStatusCategory
Type
string
Properties
Group, Nillable, Sort
Description
(Read only) The Status Category of the parent record. If the parent record is a work order or work order line item, this field is populated; otherwise, it remains blank.
ParentRecordType
Type
string
Properties
Group, Nillable, Sort
Description
(Read only) The type of parent record: Account, Asset, Opportunity, Work Order, or Work Order Line Item.
PostalCode
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The postal code where the work order is completed. Maximum length is 20 characters.
SchedEndTime
Type
dateTime
Properties
Create, Filter, Nillable, Sort, Update
Description
The time at which the appointment is scheduled to end. If you are using the Field Service Lightning managed packages with the scheduling optimizer, this field is populated once the appointment is assigned to a resource. Scheduled EndScheduled Start = Estimated Duration.
SchedStartTime
Type
dateTime
Properties
Create, Filter, Nillable, Sort, Update
Description
The time at which the appointment is scheduled to start. If you are using the Field Service Lightning managed packages with the scheduling optimizer, this field is populated once the appointment is assigned to a resource.
ServiceTerritoryId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The service territory associated with the appointment. If the parent record is a work order or work order line item, the appointment inherits its parent’s service territory.
State
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The state where the service appointment is completed. Maximum length is 80 characters.
Status
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
Description
The status of the appointment. The picklist includes the following values, which can be customized:
  • None—Default value.
  • Scheduled—Appointment has been assigned to a service resource.
  • Dispatched—Assigned service resource has been notified about their assignment.
  • In Progress—Work has begun.
  • Completed—Work is complete.
  • Cannot Complete—Work could not be completed.
  • Canceled—Work is canceled, typically before any work began
StatusCategory
Type
picklist
Properties
Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort
Description
The category that each Status value falls into. The Status Category field has seven values which are identical to the default Status values.

If you create custom Status values, you must indicate which category it belongs to. For example, if you create a Customer Absent value, you may decide that it belongs in the Cannot Complete category.

The Status Category field can be useful to reference in custom apps, triggers, and validation rules. Status categories let you extend and customize the work life cycle while still maintaining a consistent work classification for tracking, reporting, and business process management.

Street
Type
textarea
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The street number and name where the service appointment is completed.
Subject
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
A short phrase describing the appointment.
WorkTypeId
Type
reference
Properties
Filter, Group, Nillable, Sort
Description
The work type associated with the service appointment. The work type is inherited from the appointment’s parent record if the parent is a work order or work order line item.

Usage

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. While work orders and work order line items let you enter general information about a task, service appointments are where you add the details about scheduling and ownership.
  • Service appointments on assets represent work being performed on the asset.
  • Service appointments on accounts represent work being performed for the account.
  • Service appointments on opportunities represent work that is related to the opportunity.