Field Service Standard and Custom Objects

A list of standard Salesforce objects and Salesforce-managed custom objects used in Field Service.

The following list links to reference information for the standard objects and Salesforce-managed custom objects. Some objects are specific to Field Service, while others are used across a variety Salesforce features.

• Address

  Represents a mailing, billing, or home address.

• ApptBundleAggrDurDnscale

  Sums the duration of the bundle members, reduced by a predefined percentage.

• ApptBundleAggrPolicy

  Policy that defines how the property values of the bundle members are aggregated and assigned to the bundle.

• ApptBundleConfig

  Represents the general parameters that define the behavior of the bundle.

• ApptBundlePolicy

  Policy that defines how the bundling of service appointments should be handled.

• ApptBundlePolicySvcTerr

  Represents a link between the BundlePolicy and the ServiceTerritory.

• ApptBundlePropagatePolicy

  Policy that defines which property values are inherited from the bundle to the bundle members or are assigned as constant values in the bundle members.

• ApptBundleRestrictPolicy

  Policy that defines the restrictions that are considered while forming a bundle.

• ApptBundleSortPolicy

  Policy that defines the properties by which the bundle members are sorted within the bundle. Can also be used in the automatic mode for determining the order of the automatic selection of bundle members.

• AppExtension

  Represents a connection between the Field Service mobile app and another app, typically for passing record data to the Salesforce mobile app or other apps.

• Asset^*

  Represents an item of commercial value, such as a product sold by your company or a competitor, that a customer has purchased.

• AssetAccountParticipant

  Represents a junction between the Asset and Account objects describing the association between a participating account and an asset.

• AssetAttribute

  Stores asset attributes to track and analyze asset conditions to improve their uptime.

• AssetContactParticipant

  Represents a junction between the Asset and Contact objects describing the association between a participating contact and an asset.

• AssetDowntimePeriod^*

  Represents a period during which an asset is not able to perform as expected. Downtime periods include planned activities, such as maintenance, and unplanned events, such as mechanical breakdown.

• AssetRelationship^*

  Represents a non-hierarchical relationship between assets due to an asset modification; for example, a replacement, upgrade, or other circumstance. In Revenue Lifecycle Management, this object represents an asset or assets grouped in a bundle or set.

• AssetWarranty

  Defines the warranty terms applicable to an asset along with any exclusions and extensions.

• AssignedResource

  Represents a service resource who is assigned to a service appointment in Field Service and Lightning Scheduler. Assigned resources appear in the Assigned Resources related list on service appointments.

• AssociatedLocation

  Represents a link between an account and a location in Field Service. You can associate multiple accounts with one location. For example, a shopping center location may have multiple customer accounts.

• AttributeDefinition

  Represents a product, asset, or object attribute, for example, a hardward specification or software detail.

• AttributePicklist

  Represents a custom picklist for an asset attribute.

• AttributePicklistValue

  Represents the values of an asset attribute picklist.

• ContractLineItem^*

  Represents a product covered by a service contract (customer support agreement).

• ContractLineOutcome

  Represents information on a contract line outcome’s captured data and other related parameters that are used when capturing data.

• ContractLineOutcomeData

  Represents the contract line outcome’s captured data. It stores the data that was captured between the contract line outcome’s start date and end date.

• DigitalSignature

  Represents a signature captured on a service report in field service.

• Entitlement^*

  Represents the customer support an account or contact is eligible to receive.

• EntityMilestone^*

  Represents a required step in a customer support process on a work order. The Salesforce user interface uses the term “object milestone.

• Expense

  Represents an expense linked to a work order. Service resource technicians can log expenses, such as tools or travel costs.

• ExpenseReport

  Represents a report that summarizes expenses.

• ExpenseReportEntry

  Represents an entry in an expense report.

• FieldServiceMobileSettings

  Represents a configuration of settings that control the Field Service iOS and Android mobile app experience.

• FldSvcObjChg

  Represents a change made to one of a service appointment’s tracked fields.

• FldSvcObjChgDtl

  Represents the details of a change made to one of a service appointment’s tracked fields.

• FSL__Time_Dependency__c

  Represents a dependency between two service appointments. This object is used to define scheduling relationships between two appointments. It allows you to determine the order and timing in which dependent appointments should be scheduled.

• GeolocationBasedAction

  Represents a geolocation-based action, which is an action that’s triggered when a user enters, exits, or is within the area of the associated object.

• LinkedArticle

  Represents a knowledge article that is attached to a work order, work order line item, or work type.

• Location

  Represents a warehouse, service vehicle, work site, or other element of the region where your team performs field service work. In API version 49.0 and later, you can associate activities with specific locations. Activities, such as the tasks and events related to a location, appear in the activities timeline when you view the location detail page. Also in API version 49.0 and later, Work.com users can view Employees as a related list on Location records. In API version 51.0 and later, this object is available for Omnichannel Inventory and represents physical locations where inventory is available for fulfilling orders.

• MaintenanceAsset

  Represents an asset covered by a maintenance plan in field service. Assets can be associated with multiple maintenance plans.

• MaintenancePlan

  Represents a preventive maintenance schedule for one or more assets in field service.

• MaintenanceWorkRule

  Represents the recurrence pattern for a maintenance record.

• MobileSettingsAssignment

  Represents the assignment of a particular field service mobile settings configuration to a user profile.

• OperatingHours

  Represents the hours in which a service territory, service resource, or account is available for work. OperatingHours is used by Field Service, Salesforce Scheduler, Salesforce Meetings, Sales Engagement, and Workforce Engagement.

• OperatingHoursHoliday

  Represents the day or hours for which a service territory and service resources exclusive to the service territory are unavailable in Field Service, Salesforce Scheduler, Salesforce Meetings, Sales Engagement, or Workforce Engagement.

• Pricebook2^*

  Represents a price book that contains the list of products that your org sells.

• Product2^*

  Represents a product that your company sells.

• ProductConsumed

  Represents an item from your inventory that was used to complete a work order or work order line item in field service.

• ProductConsumedState

  Represents the status of an item from your inventory that was used to complete a work order or work order line item in Field Service.

• ProductItem

  Represents the stock of a particular product at a particular location in field service, such as all bolts stored in your main warehouse.

• ProductItemTransaction

  Represents an action taken on a product item in field service. Product item transactions are auto-generated records that help you track when a product item is replenished, consumed, or adjusted.

• ProductRequest

  Represents an order for a part or parts in field service.

• ProductRequestLineItem

  Represents a request for a part in field service. Product request line items are components of product requests.

• ProductRequired

  Represents a product that is needed to complete a work order or work order line item in field service.

• ProductServiceCampaign

  Represents a set of activities to be performed on a product service campaign asset, such as a product recall for safety issues or product defects.

• ProductServiceCampaignItem

  Represents a product service campaign’s asset.

• ProductServiceCampaignItemStatus

  Represents a status for a product service campaign item in field service.

• ProductServiceCampaignStatus

  Represents a status for a product service campaign in field service.

• ProductTransfer

  Represents the transfer of inventory between locations in field service.

• ProductWarrantyTerm

  Defines the relationship between a product or product family and warranty term.

• RecordsetFilterCriteria

  Represents a set of filters that can be used to match service appointments or assets based on your criteria fields.

• RecordsetFilterCriteriaRule

  Represents a rule using fields from the designated source object to create filters on the filtered, or target, object.

• RecordsetFltrCritMonitor

  Monitors whether the value of an asset attribute is within the threshold of a recordset filter criteria (RFC).

• ResourceAbsence

  Represents a time period in which a service resource is unavailable to work in Field Service, Salesforce Scheduler, or Workforce Engagement.

• ResourcePreference

  Represents an account’s preference for a specified service resource on field service work.

• ReturnOrder

  Represents the return or repair of inventory or products in Field Service, or the return of order products in Order Management.

• ReturnOrderLineItem

  Represents a specific product that is returned or repaired as part of a return order in Field service, or a specific order item that is returned as part of a return order in Order Management.

• SerializedProduct

  Records serial numbers for each individual product in an inventory.

• SerializedProductTransaction

  Represents transactions performed on a serialized product.

• ServiceAppointment

  Represents an appointment to complete work for a customer in Field Service, Lightning Scheduler,Intelligent Appointment Management, and Virtual Care.

• ServiceAppointmentStatus

  Represents a possible status of a service appointment in field service.

• ServiceContract^*

  Represents a customer support contract (business agreement).

• ServiceCrew

  Represents a group of service resources who can be assigned to service appointments as a unit.

• ServiceCrewMember

  Represents a technician service resource that belongs to a service crew.

• ServiceReport

  Represents a report that summarizes a work order, work order line item, or service appointment.

• ServiceReportLayout

  Represents a service report template in field service.

• ServiceResource

  Represents a service technician or service crew in Field Service and Salesforce Scheduler, or an agent in Workforce Engagement.

• ServiceResourceCapacity

  Represents the maximum number of scheduled hours or number of service appointments that a capacity-based service resource can complete within a specific time period.

• ServiceResourceSkill

  Represents a skill that a service resource possesses in Field Service and Lightning Scheduler.

• ServiceTerritory

  Represents a geographic or functional region in which work can be performed in Field Service, Salesforce Scheduler, or Workforce Engagement.

• ServiceTerritoryLocation

  Represents a location associated with a particular service territory in field service.

• ServiceTerritoryMember

  Represents a service resource who can be assigned in a service territory in Field Service, Salesforce Scheduler, or Workforce Engagement.

• Shift

  Represents a shift for service resource scheduling.

• ShiftPattern

  Represents a pattern of templates for creating shifts.

• ShiftPatternEntry

  ShiftPatternEntry links a shift template to a shift pattern.

• ShiftTemplate

  Represents a template for creating shifts.

• Shipment

  Represents the transport of inventory in field service or a shipment of order items in Order Management.

• Skill^*

  Represents a category or group of Chat users or service resources in Field Service or Workforce Engagement.

• SkillRequirement

  Represents a skill that is required to complete a particular task in Field Service, Omni-Channel, Salesforce Scheduler, or Workforce Engagement. Skill requirements can be added to pending service routing objects in Omni-Channel. They can be added to work types, work orders, and work order line items in Field Service and Lightning Scheduler. And they can be added to job profiles in Workforce Engagement.

• TimeSheet

  Represents a schedule of a service resource’s time in Field Service or Workforce Engagement.

• TimeSheetEntry

  Represents a span of time that a service resource spends on a field service task.

• TimeSlot

  Represents a period of time on a specified day of the week during which work can be performed in Field Service, Salesforce Scheduler, or Workforce Engagement. Operating hours consist of one or more time slots.

• TravelMode

  Represents a travel mode used for travel time calculations. The records include information about the type of transportation (such as Car or Walking), whether a vehicle can take toll roads, and whether a vehicle is transporting hazardous materials.

• WarrantyTerm

  Represents warranty terms defining the labor, parts, and expenses covered, along with any exchange options, provided to rectify issues with products.

• WorkCapacityAvailability

  Represents the available work capacity for a specific time and service territory.

• WorkCapacityLimit

  Represents the capacity limit in a specific service territory for a workstream or for the whole service territory in a given period.

• WorkCapacityUsage

  Represents the capacity usage in a specific service territory for a workstream or for the whole service territory in a given period.

• WorkOrder^*

  Represents field service work to be performed for a customer.

• WorkOrderLineItem^*

  Represents a subtask on a work order in field service.

• WorkOrderLineItemStatus

  Represents a possible status of a work order line item in field service.

• WorkPlan

  Represents a work plan for a work order or work order line item.

• WorkPlanSelectionRule

  Represents a rule that selects a work plan for a work order or work order line item.

• WorkPlanTemplate

  Represents a template for a work plan.

• WorkPlanTemplateEntry

  Represents an object that associates a work step template with a work plan template.

• WorkOrderStatus

  Represents a possible status of a work order in field service.

• WorkStep

  Represents a work step in a work plan.

• WorkStepStatus

  Represents a picklist for a status category on a work step.

• WorkStepTemplate

  Represents a template for a work step.

• WorkType

  Represents a type of work to be performed in Field Service and Lightning Scheduler. Work types are templates that can be applied to work order or work order line items.

• WorkTypeGroup

  Represents a grouping of work types used to categorize types of appointments available in Lightning Scheduler, or to define scheduling limits in Field Service.

• WorkTypeGroupMember

  Represents the relationship between a work type and the work type group it belongs to.