Seeding Salesforce Field Service Objects (FSL)

To create a seeding template for the purposes of seeding Salesforce Field Service objects, do the following:

1. In the ​​Own​​ UI, select the ​Seeding​ > ​Templates​​ tab.
2. Click ​+ New Template​​. The ​Create New Template​​ window opens.
3. In the ​Create New Template​​ window, do the following:
   1. Enter a name for the seeding template.
   2. (​​optional​​) Enter a description.
   3. From the ​Template Source​​ field's drop-down menu, select a source service.

   4. In the ​Type​ field, select the ​Nodes​​ option.

   5. From the ​Create From​ field's drop-down menu, select the ​Field Service​​ pre-defined template option.

   6. Click ​Create​​. After some brief processing, the ​Template Builder​ tab opens displaying the newly created, Field Service seeding template. The template is in ​Edit​​ mode.

1. Seed to your empty sandbox using the newly created, Field Service seeding template with the ​Upsert​​ seeding method.

The Own authenticated user must have the Field Service Admin permission sets assigned, as well as appropriate system and app permissions for the seed to be successful.

2. After completion of the seeding job, within that seeded sandbox in Salesforce, navigate to the Field Service Settings.
3. Select Global Actions.
4. Select the APPOINTMENT BOOKING tab.
5. Set the Default scheduling policy and the Default operating hours.

6. Select the EMERGENCY WIZARD tab.
7. Set the Default emergency scheduling policy.

If you encounter issues with setup, troubleshoot following these steps to set up a refreshed sandbox with FSL:

Known Issues

• Service Appointments can't be inserted with either the dispatched status or the scheduled status.
• Inactive Users can't be Service Resources.

Click here to see other common errors with Field Service.

Objects Excluded from the Field Service Seeding Template

• SkillRequirement (child to Skill)