Field Service Cloud

Build Agentforce Field Service Agents

Get working Agentforce agents and actions for Field Service scheduling, rescheduling and dispatch, usually in a demo org, with the supporting data, flows and access in place.

24 tasks
Method

How MeshMesh does it

  1. Builds the demo foundation the agent needs: work types, asset hierarchies, technicians, accounts, and coverage and maintenance data.
  2. Writes Agent Script and Agentforce actions, including Apex-backed actions for an employee agent.
  3. Finds the Field Service tabs and adds the Scheduling Console to the app.
  4. Makes the agent visible to users through permission set access.
  5. Copies a notification flow with Save As New Flow so it shows up in Field Service Settings.
  6. Deploys a Scheduling Agent and runs test bookings.

When scheduling itself fails, see Diagnose Field Service Scheduling Errors.

Products

Products and features it works with

Bars show how many of this capability's tasks touched each product.