Salesforce maintenance plan data model. A maintenance plan can cover multiple assets.
Salesforce maintenance plan data model Maintenance Assets define the covered assets. 2 Field Service Developer Guide Get Ready to Develop with Field Service Maintenance Plan, Maintenance Asset, Work Type, Product, Asset, Maintenance Work Rule, Location, and Service Contract are native Salesforce objects. Maintenance Window Start (Days) Maintenance assets also list a NextSuggestedMaintenanceDate, which is initially inherited from the maintenance plan. For example, you can create a maintenance plan to track the monthly maintenance of 20 laser printers installed in a customer’s office building. salesforce. To create maintenance plans: Create on maintenance plans: To view maintenance assets: Read on maintenance plans and assets: To create, update, or delete maintenance assets: Edit on maintenance plans: To generate work orders for a maintenance plan: Read on assets and work types AND Create on work orders and service appointments: To edit page See full list on trailhead. . Maintenance Plan Number (Read Only) An auto-assigned number that identifies the maintenance plan. If the plan has maintenance assets, this date auto-updates on the maintenance assets after each batch is generated, but doesn’t update on the maintenance plan itself because batch timing is calculated at the maintenance asset level. A maintenance plan can be linked to an account and contact—representing the customer—and, if the customer has one, to a service contract. Maintenance plans typically reflect the terms in a customer’s service contract or entitlements. Maintenance Work Rules can be added to the Maintenance Plan and Maintenance Asset. A maintenance plan can cover multiple assets. Maintenance Window End (Days) Days after the suggested service date on the work order that its service appointment can be scheduled. com May 23, 2025 ยท Field Service Preventive Maintenance Data Model Manage periodic maintenance with the help of maintenance plans, which define the maintenance schedule for specific assets. Maintenance Plan Title: A name for the maintenance plan. pbhreutsdjfpbsgeyaquuxcotuzxivnmtwodoyfrcqdfccpwsjfcy