Field Service
Field Service data kit includes stream bundles, calculated insights, data lake object, and data transform.
Version: 1.0
This data bundle includes the following components:
Calculated Insight Templates
- AssetAgeKPI
- AssetHealthScore
- AssetHealthScore_CRM
- NumberOfRepairsInLast180Days
- RecentRepairsKPI
- TotalUsageKPI
Data Transforms
Stream Bundles
Data Source Objects
Data Platform: Salesforce_Sales_and_Service_Cloud
Label : Field Service Related
Name : FieldServiceRelated
Description: Enrich field service data to extend insights and get deeper analysis with related data.
Icon : /img/sfdc_bundles/Field_Service_App_Icon.png
Name : Location
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: Location
Dmo Mapping
Dmo Name: LocationDmo
Name : Pricebook2
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: Pricebook2
Dmo Mapping
Dmo Name: PriceBookDmo
Name : PricebookEntry
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: PricebookEntry
Dmo Mapping
Dmo Name: PriceBookEntryDmo
Name : Product2
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: Product2
Dmo Mapping
Dmo Name: ProductDmo
Data Platform: Salesforce_Sales_and_Service_Cloud
Label : Field Service Core
Name : FieldServiceCore
Description: Gain insights, take proactive and predictive actions, and perform analytics on field service operations with essential field service data.
Icon : /img/sfdc_bundles/Field_Service_App_Icon.png
Name : Asset
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: Asset
Dmo Mapping
Dmo Name: AssetDmo
Name : AssetWarranty
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: AssetWarranty
Dmo Mapping
Dmo Name: AssetWarrantyTermDmo
Name : AssignedResource
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: AssignedResource
Dmo Mapping
Dmo Name: ServiceAppointmentAssignedResourceDmo
Name : ContractLineItem
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: ContractLineItem
Dmo Mapping
Dmo Name: ContractLineDmo
Name : OperatingHours
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: OperatingHours
Dmo Mapping
Dmo Name: OperatingHoursDmo
Name : ProductConsumed
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: ProductConsumed
Dmo Mapping
Dmo Name: ConsumedLocationProductDmo
Name : ProductItem
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: ProductItem
Dmo Mapping
Dmo Name: LocationProductInventoryDmo
Name : ProductRequest
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: ProductRequest
Dmo Mapping
Dmo Name: InventoryRequestDmo
Name : ProductRequestLineItem
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: ProductRequestLineItem
Dmo Mapping
Dmo Name: InventoryRequestItemDmo
Name : ProductRequired
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: ProductRequired
Dmo Mapping
Dmo Name: RequiredProductDmo
Name : ProductServiceCampaign
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: ProductServiceCampaign
Dmo Mapping
Dmo Name: ProductServiceCampaignDmo
Name : ProductServiceCampaignItem
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: ProductServiceCampaignItem
Dmo Mapping
Dmo Name: ProductServiceCampaignItemDmo
Name : ProductTransfer
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: ProductTransfer
Dmo Mapping
Dmo Name: InventoryTransferDmo
Name : ResourceAbsence
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: ResourceAbsence
Dmo Mapping
Dmo Name: AddressDmo
Dmo Mapping
Dmo Name: WorkResourceAbsenceDmo
Name : ServiceAppointment
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: ServiceAppointment
Dmo Mapping
Dmo Name: ServiceAppointmentDmo
Dmo Mapping
Dmo Name: AddressDmo
Name : ServiceContract
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: ServiceContract
Dmo Mapping
Dmo Name: ContractDmo
Name : ServiceResource
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: ServiceResource
Dmo Mapping
Dmo Name: WorkResourceDmo
Name : ServiceResourceSkill
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: ServiceResourceSkill
Dmo Mapping
Dmo Name: WorkResourceSkillDmo
Name : ServiceTerritory
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: ServiceTerritory
Dmo Mapping
Dmo Name: ServiceTerritoryDmo
Dmo Mapping
Dmo Name: AddressDmo
Name : ServiceTerritoryMember
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: ServiceTerritoryMember
Dmo Mapping
Dmo Name: AddressDmo
Dmo Mapping
Dmo Name: ServiceTerritoryResourceDmo
Name : Shift
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: Shift
Dmo Mapping
Dmo Name: ResourceWorkShiftDmo
Name : SkillRequirement
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: SkillRequirement
Dmo Mapping
Dmo Name: RequiredSkillDmo
Name : TimeSlot
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: TimeSlot
Dmo Mapping
Dmo Name: OperatingHoursTimeSlotDmo
Name : WarrantyTerm
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: WarrantyTerm
Dmo Mapping
Dmo Name: WarrantyTermDmo
Name : WorkOrder
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: WorkOrder
Dmo Mapping
Dmo Name: WorkOrderDmo
Name : WorkOrderLineItem
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: WorkOrderLineItem
Dmo Mapping
Dmo Name: WorkOrderItemDmo
Name : WorkType
Refresh Frequency: BATCH
Refresh Mode: UPSERT
Source Object: WorkType
Dmo Mapping
Dmo Name: WorkTypeDmo
Name : NumberOfRepairsInLast180Days
Label : NumberOfRepairsInLast180Days
Version : 1
Expression:
Description: Determine total number of work orders that weren’t created as part of a maintenance plan in the last six months. For example, this includes work orders created manually by your service team.
Definition Type: CALCULATED_METRIC
Dataspace Name: default
Name : AssetAgeKPI
Label : AssetAgeKPI
Version : 1
Expression:
Description: Determine asset age, map the value to a condition, and standardize the value into a score between 1 to 100.
Definition Type: CALCULATED_METRIC
Dataspace Name: default
Name : TotalUsageKPI
Label : TotalUsageKPI
Version : 1
Expression:
Description: Determine total usage, map the value to a condition, and standardize the value into a score between 1 to 100.
Definition Type: CALCULATED_METRIC
Dataspace Name: default
Name : RecentRepairsKPI
Label : RecentRepairsKPI
Version : 1
Expression:
Description: Use NumberOfRepairsInLast180Days to determine the recent repair count, map the value to a condition, and standardize the value into a score between 1 to 100.
Definition Type: CALCULATED_METRIC
Dataspace Name: default
Name : AssetHealthScore
Label : AssetHealthScore
Version : 1
Expression:
Description: Uses the RecentRepairsKPI, TotalUsageKPI, and AssetAgeKPI Calculated Insights to assign assets an overall health score.
Definition Type: CALCULATED_METRIC
Dataspace Name: default
Name : AssetHealthScore_CRM
Label : AssetHealthScore_CRM
Version : 1
Expression:
Description: Uses the RecentRepairsKPI, TotalUsageKPI, and AssetAgeKPI Calculated Insights to assign assets an overall health score and send data back to CRM.
Definition Type: CALCULATED_METRIC
Dataspace Name: default
Name : CreateAssetServiceAction
Label : Create Asset Service Action
Version : 1
Field Mappings:
| Source Field | Target Field |
|---|---|
| Id__c | Id__c |
| WorkTypeId__c | AssetServiceTypeIdentifier__c |
| CaseId__c | RelatedRecordId__c |
| AssetId__c | AssetId__c |
| Status__c | AssetServiceStatus__c |
| EndDate__c | ServiceEndDateTime__c |
| StartDate__c | ServiceStartDateTime__c |
| CreatedDate__c | CreatedDate__c |
| WorkType_H.Name__c | AssetServiceType__c |
| RelatedObject_c | RelatedRecordObject__c |
| IsGeneratedFromMaintenancePlanBoolean__c | IsGeneratedFromMaintenancePlan__c |
| Asset_Home.Product2Id__c | ProductId__c |
| Asset_Home.StockKeepingUnit__c | ProductStockKeepingUnit__c |
| TotalUsageUnitOfMeasure__c | TotalUsageUnitOfMeasureId__c |
| Asset_Home.InstallDate__c | InstallDateTime__c |
| Asset_Home.ProductCode__c | ProductCodeText__c |
| TotalUsageQuantity__c | TotalUsageQuantity__c |
Source Object: CreateAssetServiceAction
Source Object Developer Name: CreateAssetServiceAction
Data Cloud Component Type: MktDataTransform
Name : AssetServiceAction
Label : Asset Service Action
Version : 1
Object Type: Object
Object Category: Related
Source Object: AssetServiceAction__dll
Name : Address
Label : Address
Data Type: Text
Definition Creation Type: Custom
External Name: Address
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Target Field: AssetServiceActionDmo.Address
Is Filter Applied: false
Filter Operation Type: Equal
Name : AssetId
Label : Asset
Data Type: Text
Definition Creation Type: Custom
External Name: AssetId
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Target Field: AssetServiceActionDmo.AssetId
Is Filter Applied: false
Filter Operation Type: Equal
Name : AssetServiceStatus
Label : Asset Service Status
Data Type: Text
Definition Creation Type: Custom
External Name: AssetServiceStatus
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Target Field: AssetServiceActionDmo.AssetServiceStatus
Is Filter Applied: false
Filter Operation Type: Equal
Name : AssetServiceType
Label : Asset Service Type
Data Type: Text
Definition Creation Type: Custom
External Name: AssetServiceType
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Target Field: AssetServiceActionDmo.AssetServiceType
Is Filter Applied: false
Filter Operation Type: Equal
Name : AssetServiceTypeIdentifier
Label : Asset Service Type Identifier
Data Type: Text
Definition Creation Type: Custom
External Name: AssetServiceTypeIdentifier
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Target Field: AssetServiceActionDmo.AssetServiceTypeIdentifier
Is Filter Applied: false
Filter Operation Type: Equal
Name : cdp_sys_SourceVersion
Label : cdp_sys_SourceVersion
Data Type: Text
Definition Creation Type: System
External Name: cdp_sys_SourceVersion
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Name : CreatedById
Label : Created By
Data Type: Text
Definition Creation Type: Custom
External Name: CreatedById
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Target Field: AssetServiceActionDmo.CreatedById
Is Filter Applied: false
Filter Operation Type: Equal
Name : CreatedDate
Label : Created Date
Data Type: DateTime
Definition Creation Type: Custom
External Name: CreatedDate
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Version Number: 1.0
Target Field: AssetServiceActionDmo.CreatedDate
Is Filter Applied: false
Filter Operation Type: Equal
Name : DataSource
Label : Data Source
Data Type: Text
Definition Creation Type: System
External Name: DataSource
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Target Field: AssetServiceActionDmo.DataSourceId
Is Filter Applied: false
Filter Operation Type: Equal
Name : DataSourceObject
Label : Data Source Object
Data Type: Text
Definition Creation Type: System
External Name: DataSourceObject
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Target Field: AssetServiceActionDmo.DataSourceObjectId
Is Filter Applied: false
Filter Operation Type: Equal
Name : ExpectedLifespanNumber
Label : Expected Lifespan
Data Type: Number
Definition Creation Type: Custom
External Name: ExpectedLifespanNumber
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Target Field: AssetServiceActionDmo.ExpectedLifespanNumber
Is Filter Applied: false
Filter Operation Type: Equal
Name : ExpectedLifespanUOMId
Label : Expected Lifespan Unit of Measure
Data Type: Text
Definition Creation Type: Custom
External Name: ExpectedLifespanUOMId
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Target Field: AssetServiceActionDmo.ExpectedLifespanUomid
Is Filter Applied: false
Filter Operation Type: Equal
Name : ExpectedLifetimeUsageNumber
Label : Expected Lifetime Usage
Data Type: Number
Definition Creation Type: Custom
External Name: ExpectedLifetimeUsageNumber
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Target Field: AssetServiceActionDmo.ExpectedLifetimeUsageNumber
Is Filter Applied: false
Filter Operation Type: Equal
Name : ExpectedLifetimeUsageUOMId
Label : Expected Lifetime Usage Unit of Measure
Data Type: Text
Definition Creation Type: Custom
External Name: ExpectedLifetimeUsageUOMId
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Target Field: AssetServiceActionDmo.ExpectedLifetimeUsageUomid
Is Filter Applied: false
Filter Operation Type: Equal
Name : ExternalRecordId
Label : External Record Id
Data Type: Text
Definition Creation Type: Custom
External Name: ExternalRecordId
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Target Field: AssetServiceActionDmo.ExternalRecordId
Is Filter Applied: false
Filter Operation Type: Equal
Name : ExternalSourceId
Label : External Source Id
Data Type: Text
Definition Creation Type: Custom
External Name: ExternalSourceId
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Target Field: AssetServiceActionDmo.ExternalSourceId
Is Filter Applied: false
Filter Operation Type: Equal
Name : Id
Label : Asset Service Action Id
Data Type: Text
Definition Creation Type: Custom
External Name: Id
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Is Primary Key: true
Target Field: AssetServiceActionDmo.Id
Is Filter Applied: false
Filter Operation Type: Equal
Name : InstallDateTime
Label : Install Date Time
Data Type: DateTime
Definition Creation Type: Custom
External Name: InstallDateTime
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Version Number: 1.0
Target Field: AssetServiceActionDmo.InstallDateTime
Is Filter Applied: false
Filter Operation Type: Equal
Name : InternalOrganization
Label : Internal Organization
Data Type: Text
Definition Creation Type: System
External Name: InternalOrganization
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Target Field: AssetServiceActionDmo.InternalOrganizationId
Is Filter Applied: false
Filter Operation Type: Equal
Name : IsGeneratedFromMaintenancePlan
Label : Is Generated From Maintenance Plan
Data Type: Boolean
Definition Creation Type: Custom
External Name: IsGeneratedFromMaintenancePlan
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Target Field: AssetServiceActionDmo.IsGeneratedFromMaintenancePlan
Is Filter Applied: false
Filter Operation Type: Equal
Name : ParentAssetId
Label : Parent Asset
Data Type: Text
Definition Creation Type: Custom
External Name: ParentAssetId
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Target Field: AssetServiceActionDmo.ParentAssetId
Is Filter Applied: false
Filter Operation Type: Equal
Name : ProductCodeText
Label : Product Code
Data Type: Text
Definition Creation Type: Custom
External Name: ProductCodeText
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Target Field: AssetServiceActionDmo.ProductCodeText
Is Filter Applied: false
Filter Operation Type: Equal
Name : ProductFamilyName
Label : Product Family
Data Type: Text
Definition Creation Type: Custom
External Name: ProductFamilyName
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Target Field: AssetServiceActionDmo.ProductFamilyName
Is Filter Applied: false
Filter Operation Type: Equal
Name : ProductId
Label : Product
Data Type: Text
Definition Creation Type: Custom
External Name: ProductId
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Target Field: AssetServiceActionDmo.ProductId
Is Filter Applied: false
Filter Operation Type: Equal
Name : ProductStockKeepingUnit
Label : Product Stock Keeping Unit
Data Type: Text
Definition Creation Type: Custom
External Name: ProductStockKeepingUnit
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Target Field: AssetServiceActionDmo.ProductStockKeepingUnit
Is Filter Applied: false
Filter Operation Type: Equal
Name : RelatedRecordId
Label : Related Record
Data Type: Text
Definition Creation Type: Custom
External Name: RelatedRecordId
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Target Field: AssetServiceActionDmo.RelatedRecordId
Is Filter Applied: false
Filter Operation Type: Equal
Name : RelatedRecordObject
Label : Related Record Object
Data Type: Text
Definition Creation Type: Custom
External Name: RelatedRecordObject
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Target Field: AssetServiceActionDmo.RelatedRecordObject
Is Filter Applied: false
Filter Operation Type: Equal
Name : ServiceEndDateTime
Label : Service End Date Time
Data Type: DateTime
Definition Creation Type: Custom
External Name: ServiceEndDateTime
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Version Number: 1.0
Target Field: AssetServiceActionDmo.ServiceEndDateTime
Is Filter Applied: false
Filter Operation Type: Equal
Name : ServiceStartDateTime
Label : Service Start Date Time
Data Type: DateTime
Definition Creation Type: Custom
External Name: ServiceStartDateTime
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Version Number: 1.0
Target Field: AssetServiceActionDmo.ServiceStartDateTime
Is Filter Applied: false
Filter Operation Type: Equal
Name : TotalUsageQuantity
Label : Total Usage Quantity
Data Type: Number
Definition Creation Type: Custom
External Name: TotalUsageQuantity
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Target Field: AssetServiceActionDmo.TotalUsageQuantity
Is Filter Applied: false
Filter Operation Type: Equal
Name : TotalUsageUnitOfMeasureId
Label : Total Usage Unit of Measure
Data Type: Text
Definition Creation Type: Custom
External Name: TotalUsageUnitOfMeasureId
Is Data Required: false
Is Formula: false
Usage Tag: NONE
Target Field: AssetServiceActionDmo.TotalUsageUnitOfMeasureId
Is Filter Applied: false
Filter Operation Type: Equal
Name : Ass
Label : AssetServiceAction
Prefix : Ass