Field Service Cloud16 tasks
Configure Field Service Asset Management
Set up assets, asset statuses, warranties, maintenance plans and service history so a field service team can track its equipment.
Method
How MeshMesh does it
- Checks what already exists in the org before changing it, such as existing maintenance plans.
- Sets up the asset structure with standard features. This covers asset status values, locations, custom fields and a permission set.
- Adds a status-tracking Flow, list views and page layout changes.
- Loads sample data for assets, warranties, maintenance and knowledge. It adjusts plan and asset dates so the demo shows overdue, due-today and upcoming maintenance.
- Deploys reports and a dashboard on asset inventory and utilization.
- Verifies the changes and updates the demo script or artifact.
- Where an Agentforce agent sits on top of the asset data, it diagnoses why the agent returns no Knowledge content and rebuilds the broken action.
Related next steps: Configure Field Service Work Orders and Build Agentforce Field Service Agents.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.