Create and Manage Service Crews with Crew Management (Generally Available)

Quickly create and manage service crews using the crew management tool, which was previously in beta. Use the new service crew wizard to create a crew, and find the right crew members for the job with smarter search results. Search now considers resources’ operating hours and availability in addition to their skills.

Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions with the Field Service Lightning managed package installed.

Who: To access crew management, users need the FSL Admin Permissions or FSL Dispatcher Permissions permission set. They also need access to crew management Visualforce pages and Apex classes. For details, see Set Up Crew Management (can be outdated or unavailable during release preview).

Why: Previously, the crew management tool only let you manage the membership of existing active crews. Now, you can create, activate, and update your service crews in one place.

Click Get candidates on an appointment in the crew management tool to view qualifying service resources. The list of candidates shows available resources with skills that the crew needs and available resources without those skills (in case an extra pair of hands is needed).

Candidates list

To let users access crew management, either embed the Crew Management custom Lightning component in a Lightning page or create a Crew Management Visualforce tab. Click New Service Crew in the top left of the crew management tool to quickly create a crew.

New Service Crew button