Seeding Salesforce Field Service Objects (FSL)

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

In the Own UI, select the Seeding > Templates tab.
Click + New Template. The Create New Template window opens.
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.

Note: Because Field Service implementations can vary, if you receive a warning that there are missing objects, you can simply remove those objects from the template.

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.

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

Select the EMERGENCY WIZARD tab.
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)