The Essential Guide to Reference Data Management Salesforce Field Service Lightning Edition

Configuration data defined

In this guide, we will be talking a lot about Salesforce reference data. We want to take a moment to explain what this term means.

Reference data, sometimes called configuration data, “define the set of permissible values to be used by other data fields. In FSL, reference data include Address, Location, Map Polygon, Operating Hours, Product Required (Work Type), Resource Reference, Scheduling Policy, Scheduling Policy Objective, Scheduling Policy Work Rule, Service Crew, Service Crew Member, Service Objective, Service Resource, Service Resource Skills, Service Territory, Service Territory Location, Service Territory Member, Skill, Skill Requirement, Time Slot, User, User Territory, Work Rule, and Work Type.

First Name

Last Name

Job Title

In which industry do you work?

Company Name

Address

City

State

Postal Code

Country

Phone

How many people are employed by your entire organization?

Company Revenue

Installed Tech:
Salesforce CPQ

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