Create a Service Resource so Field Service can assign service appointments to a worker. You need the Field Service managed package and permissions enabled first, and a Salesforce user (or a service crew) ready to link.
- Open the Service Resources tab
From the App Launcher, open Field Service, then go to the Service Resources tab and click New. This creates a single resource record that represents one assignable worker or crew.
- Name the resource and link a user or crew
Enter a resource name, typically the worker name. For an individual, set the User field to their Salesforce user. For a crew, leave User blank and select the crew in the Service Crew field.
- Set the resource type and active status
Choose Resource Type (Technician for a mobile worker, Dispatcher for someone who assigns work, or Crew). Select Active so the resource can be assigned to appointments. Remember that dispatchers cannot be capacity-based or optimized.
- Add skills, territories, and operating hours
After saving, use the related lists to add Service Resource Skills, add the resource as a Service Territory Member, and assign operating hours. These three pieces are what let the scheduling optimizer book the resource correctly.
A label for the resource, usually the worker full name, shown on the gantt and in scheduling.
Technician, Dispatcher, or Crew. Drives what the resource can do and how the optimizer treats it.
Set User for an individual to tie the record to a login, or Service Crew for a crew. One is required depending on the resource.
Must be selected for the resource to be eligible for service appointment assignment.
- A resource set to Dispatcher cannot be capacity-based, included in schedule optimization, or added to a service crew.
- Skills, service territory membership, and operating hours are separate related records. A resource with none of them will rarely be scheduled.
- Leaving Active unchecked silently removes the resource from new optimization runs while keeping its history intact.
- For a crew, the User field stays blank. Filling both User and Service Crew is a common setup mistake.