Salesforce Field Service Objects, A list of standard Salesforce objects and Salesforce-managed custom objects used in Field Service. Built to be offline first, Field Service presents information in a clean and easy-to-use user interface and arms your workforce with the latest information with in . Built to be offline first, Field Service presents information in a clean and easy-to-use user interface and arms your workforce with the latest information with in Field service management software helps businesses efficiently schedule, manage, and optimize the work of technicians and other field service personnel. The Field Service mobile app by Salesforce is a brand new way to bring the full power of Field Service management to your mobile workforce. Field Service Core Data Model 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. For example, the Salesforce standard object Address has schema metadata and business data. Browse 1000+ CHICAGO, IL SALESFORCE FIELD SERVICE LIGHTNING REMOTE jobs ($54-$50/hr) hiring now. Gets object metadata and theme information. Considerations for Lookup Filters Follow these guidelines when creating lookup filters. What is Salesforce Field Service? Salesforce Field Service is a comprehensive, cloud-based platform that manages a company's mobile workforce and all aspects of their field operations. For example, the central object in the Salesforce data model represents accounts—companies and organizations involved with your business, such as customers, partners, and competitors. Gets layout information. Asterisks in the following diagrams signify required fields. Makes SOQL queries to get record data. Find openings near you & 1-click apply today! A dependent lookup is a relationship field with a lookup filter that references fields on the source object. Improve first visit resolution by arming employees with this best-in-class mobile solution. Objects and fields structure data. Financial Services Cloud empowers you to find new ways to grow predict what customers want before they even ask for it, deliver personalized service, and deepen trusted client relationships across your banking, investment, or insurance services. The corresponding values in each field, such as Mailing address, Chicago, IL, and 60106, are all data. We’ll break down the various components of the data model and explain how they work together to help you manage your field service operations. The Salesforce data model includes several objects that let you control and customize your Omni-Channel records, including Omni-Channel users, routing configurations, and statuses. Address fields such as Address Type, City, and Postal Code, are all schema metadata. The Field Service managed package also includes custom objects that support its scheduling and optimization features. Field Service APIs and Developer Resources Ready to get started developing with Field Service? Check out the Field Service Developer Guide for object relationship diagrams, API reference information, and code samples. ” Understanding the Salesforce Field Service data model is essential for anyone implementing or managing field service operations. Field Service involves providing services to customers outside your office or site – referred to as “in the field. The Lightning Platform allows you to customize, integrate, and extend your Salesforce organization using the language and platform of your choice: Customize Salesforce with custom fields, links, objects, page layouts, buttons, record types, s-controls, and tabs to meet specific business requirements. Checks field-level security settings, sharing settings, and perms. Salesforce objects and fields are analogous to database tables and the table columns. Download the app from the App Store or Google Play. This includes intelligent scheduling, automated dispatching, real-time job tracking, and inventory management. That’s why we’ve put together this guide to help you understand the Salesforce Field Service Core Data Model and Objects. When you enable Field Service, you gain access to a suite of standard Salesforce objects. Jul 13, 2025 · Salesforce Field Service is an extension of Service Cloud that provides a comprehensive view of workforce management. For example, you can configure the case Contact field to only show contacts associated with the account selected in the case Account Name field. You’re one happy developer, because Salesforce transforms the results into an easy-to-consume JSON response with all the metadata and data necessary to display the Mapping of Custom Salesforce CPQ Fields Between Objects Certain pairs of CPQ objects pass custom field values from the first object to the second object when the second object is created. Behind the scenes, Salesforce does the heavy lifting. This guide walks through the core objects, their relationships, and how they work together to drive scheduling, reporting, and technician workflows. Apr 24, 2026 · 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.
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