Newer Version Available

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

FieldServiceSettings

Represents an organization’s Field Service settings.

To learn more about Field Service settings, see Enable Field Service in Salesforce Help.

In the package manifest, all organization settings metadata types are accessed using the Settings name. See Settings for more details.

Version

FieldServiceSettings is available in API version 40.0 and later.

Fields

Field Field Type Description
apptAssistantExpiration int The expiration time of apptAssistantInfoUrl after which the customer stops seeing the mobile worker's location and estimated time of arrival. Available in API version 50.0 and later.
apptAssistantInfoUrl string The tracking URL that helps a customer see the mobile worker's estimated time of arrival and tracking information. Available in API version 50.0 and later.
apptAssistantRadiusUnitValue ApptAssistantRadiusUnit (enumeration of type string) The units for specifying the geofence radius. When the mobile worker enters this area, a Last Mile notification is automatically sent. Valid values are:
  • Kilometer
  • Meter
  • Mile
  • Yard

Available in API version 50.0 and later.

apptAssistantRadiusValue int The geofence radius from the service appointment's address used for sending a notification to the customer when the mobile worker approaches the address. Available in API version 50.0 and later.
apptAssistantStatus string The status on the service appointment used to trigger En Route notification. The value has to match one of the service appointment's Status field options. When the mobile worker selects this status on a service appointment, the customer receives the En Route notification with tracking details. Available in API version 50.0 and later.
doesShareSaParentWoWithAr boolean Shares service appointments’ parent work orders with their assigned resources.

This setting applies only if doesShareSaWithAr is selected and sharing access for work orders is set to Private or Public Read Only. Technician assigned resources get Read-Write access to their work orders. For assigned resources of type Crew, the crew leader gets Read-Write access and crew members get Read access. If the service appointment’s parent is a work order line item, assigned resources get access to the associated work order.

doesShareSaWithAr boolean Shares dispatched service appointments with their assigned resources.

This setting applies only if sharing access for service appointments is set to Private or Public Read Only. Technician assigned resources get Read-Write access to their service appointments. For assigned resources of type Crew, the crew leader gets Read-Write access and crew members get Read access.

enableWorkOrders boolean Enables Work Orders for the org.

This setting allows users to use the Work Order object, whether or not Field Service is enabled. When Field Service is enabled, you can’t turn off Work Orders.

enableWorkPlansAutoGeneration boolean Allows work plans and their work steps to be generated automatically when a work order or a work order line item is newly created. The specific work plans and work steps to be generated depends on matching criteria specified in Work Plan Selection Rules. Available in API version 52.0 and later.
fieldServiceNotificationsOrgPref boolean Turns on in-app notifications for the Salesforce mobile app and Lightning Experience users. Notifications are sent when any of the following actions occurs on a work order or work order line item that they own or follow:
  • A text or file post is added
  • A tracked field is updated
  • The record owner changes
  • The resource assignments change on a related service appointment
If the option to track all related objects is selected in the feed tracking settings for work orders, users are also notified when child records of work orders—such as service appointments—are created or deleted.
fieldServiceOrgPref boolean Indicates whether Field Service is enabled.
isGeoCodeSyncEnabled boolean Syncs the location of a Service Resource to an Inventory object.
isLocationHistoryEnabled boolean Tracks the location history of a Service Resource.
objectMappingItem ObjectMappingItem Represents an organization's custom field mapping for Work Plan or Work Step generation. Custom Fields can be mapped from WorkPlanTemplate to WorkPlan, WorkStepTemplate to WorkStep, or WorkPlanTemplateEntry to WorkStep. Available in API version 52.0 and later.
optimizationServiceAccess boolean Allows the optimization service to access data in your Salesforce org.
serviceAppointmentsDueDateOffsetOrgValue int Indicates the number of days past the Created Date that the Due Date on auto-created service appointments should fall. Work types include an option to automatically add a service appointment to new work orders or work order line items using the work type.
workOrderLineItemSearchFields string The work order line item fields that the search engine should scan to suggest knowledge articles on work order line items.
workOrderSearchFields string The work order fields that the search engine should scan to suggest knowledge articles on work orders.

ObjectMappingItem

Represents an organization's custom field mapping for Work Plan or Work Step generation. Custom Fields can be mapped from WorkPlanTemplate to WorkPlan, WorkStepTemplate to WorkStep, or WorkPlanTemplateEntry to WorkStep. Available in API version 52.0 and later.

Field Name Field Type Description
mappingType string The type of object mapping. Valid values are:
  • WorkPlans_WorkPlanTemplate_WorkPlan — Maps a WorkPlanTemplate to a WorkPlan
  • WorkPlans_WorkStepTemplate_WorkStep — Maps a WorkStepTemplate to a WorkStep
  • WorkPlans_WorkPlanTemplateEntry_WorkStep — Maps a WorkPlanTemplateEntry to a WorkStep
objectMapping ObjectMapping The object mapping details.

ObjectMapping

Represents a map of fields in the input object to fields in the output object.
Field Name Field Type Description
inputObject string Required. The name of the object type containing the source fields for mapping. Valid values are:
  • WorkPlanTemplate
  • WorkStepTemplate
  • WorkPlanTemplateEntry
mappingFields [ObjectMappingField] Required. The mapping of source object fields to target object fields.
outputObject string Required. The name of the object type that receives data from the source fields. Valid values are:
  • WorkPlan
  • WorkStep

ObjectMappingField

A field name in the input object and the corresponding field name in the output object.
Field Name Field Type Description
inputField string Required. The name of a custom field supplying source data. This field is from the object specified in inputObject.
outputField string Required. The name of a custom field that receives data from the source field specified in inputField. This field is from the object specified in outputObject.

Declarative Metadata Sample Definition

This sample file shows a subset of the possible field service settings that you can customize.
1<?xml version="1.0" encoding="UTF-8"?>
2<FieldServiceSettings xmlns="http://soap.sforce.com/2006/04/metadata">
3    <fieldServiceNotificationsOrgPref>false</fieldServiceNotificationsOrgPref>
4    <fieldServiceOrgPref>true</fieldServiceOrgPref>
5    <serviceAppointmentsDueDateOffsetOrgValue>6</serviceAppointmentsDueDateOffsetOrgValue>
6    <enableWorkOrders>true</enableWorkOrders>
7    <workOrderSearchFields>WorkOrderNumber</workOrderSearchFields>
8    <workOrderSearchFields>Status</workOrderSearchFields>
9    <workOrderSearchFields>Address</workOrderSearchFields>
10    <workOrderSearchFields>Subject</workOrderSearchFields>
11    <workOrderLineItemSearchFields>Subject</workOrderLineItemSearchFields>
12</FieldServiceSettings>

Wildcard Support in the Manifest File

The wildcard character * (asterisk) in the package.xml manifest file doesn’t apply to metadata types for feature settings. The wildcard applies only when retrieving all settings, not for an individual setting. For details, see Settings. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.