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Designing Field Service foundation data v1.0.0

Use this resource to design Field Service work types, skills, territories and operating hours

New

  • 326 downloads
  • 103 likes
  • 176 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install field-service-foundation-design

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent uses your existing data if you have some, then runs two interviews: work types and skills, territories and operating hours. It confirms the design before handing it over for record creation. You get a validated design.

Mostly picked by

Updated November 2, 2026

Card for the “Designing Field Service foundation data” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md : source ingestion, design phases and granularity levels
  • SKILL.md : territory models and expected outputs

Good fit for

  • You are starting Field Service and must define work types
  • You have territory data to structure

Not for

    Tags

    • field service
    • work types
    • territories
    • salesforce

    About

    You say

    “Design the work types and service territories of my repair company.”

    Card for the “Designing Field Service foundation data” skill

    Skill published by forcedotcom under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to design Field Service work types, skills, territories and operating hours
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.4 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md7.7 KB

    Origin and licence

    Listed unmodified

    Author
    forcedotcom
    Source
    github.com/forcedotcom/sf-skills/tree/985407c7f7896030759d3310fe47d652265916b3/skills/field-service-foundation-setup-designer-get
    Licence
    Apache-2.0

    Notice

    « field-service-foundation-setup-designer-get » (forcedotcom, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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