Field Service Foundation Setup Designer

Design or refine Field Service foundation data — Work Types, Skills, Service Territories, Operating Hours, and other associated Field Service objects — through structured interviews. Starting from scratch or from existing recommendations.

This skill runs a design conversation — it does not call Salesforce APIs directly. It collects the design through a structured conversation, whether starting from scratch or working from existing data, and confirms the final design with the user. This skill covers two design workflows in sequence (or independently):

1. Work Types & Skills — 6-question interview
2. Service Territories & Operating Hours — 3-question interview

Entry point

• Starting from scratch → run the full interview phases below to build the design.
• Have existing data — this includes scraped/read source output, JSON or text provided by the user, or any other external source brought into context. Show a plain-English summary of the proposed configuration as a starting reference, then immediately ask: "Would you like to go through a guided design interview to refine this, or proceed directly with this configuration?" Wait for the answer before doing anything else.
• Ready to create → show a plain-English summary of the records to be created (not raw JSON or skill names), ask for explicit confirmation, then proceed only after the user confirms.

Never expose internal skill names, SOR IDs, or tool references to the user.

When to use