domains / families / software-engineering / field-service-foundation-setup-designer-get

field-service-foundation-setup-designer-get

separate

Creates Field Service foundation data — Work Types, Skills, Service Territories, and Operating Hours. Accepts existing data in any format or designs from scratch, and confirms the design with the user. Use this skill when a user wants to create, design, or set up Field Service foundation data.

When to use

• Starting Field Service setup from scratch — no existing Work Types or Territories yet
• When initial recommendations need adjustment for either work types or territories (or both)
• To explore different granularity levels (Work Types) or territory models (Territories)
• When customer provides additional context about their business or coverage areas
• During discovery sessions to design or iterate on the foundation data model

When not to use

• Calling Salesforce APIs directly

Skill page

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