Standard Salesforce Fields

Account

AccountId

Lookup(Account)

The account associated with the work order.

Winter '21

Read

Asset

AssetId

Lookup(Asset)

The asset associated with the work order.

Winter '21

Read

Asset Warranty

AssetWarrantyId

Lookup(Asset Warranty)

The asset warranty term associated with the work order. This field is available in API version 50.0 and above.

Winter '21

Create, Read, Update, Delete

Contact

ContactId

Lookup(Contact)

The contact associated with the work order.

Winter '21

Read

Entitlement

EntitlementId

Lookup(Entitlement)

The entitlement associated with the work order.

Winter '21

Create, Read, Update, Delete

Price Book

Pricebook2Id

Lookup(Price Book)

The price book associated with the work order. Adding a price book to the work order lets you assign different price book entries to the work order’s line items. This is only available if Product2 is enabled.

Winter '21

Create, Read, Update, Delete

Service Contract

ServiceContractId

Lookup(Service Contract)

The service contract associated with the work order.

Winter '21

Create, Read, Update, Delete

Custom Asset 360 Fields

Asset GPS Coordinates

SVMXA360__GPSCoordinates__c

Geolocation

This field is to store the current Asset’s location.

9.0

Create, Read, Update, Delete

Billing Type

SVMXA360__BillingType__c

Picklist

Specifies how the service order expenses will be accounted for.

Winter '21

Create, Read, Update, Delete

Closed By

SVMXA360__ClosedById__c

Lookup (User)

The user who closed this Work Order.

Winter '21

Create, Read, Update, Delete

Closed Date

SVMXA360__ClosedDate__c

Date/Time

The date on which this Work Order is closed.

Winter '21

Create, Read, Update, Delete

Completed By

SVMXA360__CompletedById__c

Lookup (User)

The user who completed this Work Order.

Winter '21

Create, Read, Update, Delete

Completed Date

SVMXA360__CompletedDate__c

Date/Time

The date on which the Work Order is completed.

Winter '21

Create, Read, Update, Delete

Contact Email

SVMXA360__ContactEmail__c

Email

Email of Contact for Work Order.

Winter '21

Create, Read, Update, Delete

Contact Phone

SVMXA360__ContactPhone__c

Phone

The primary phone number for Work Order Contact.

Winter '21

Create, Read, Update, Delete

Contract Line Item

SVMXA360__ContractLineItemId__c

Lookup(Contract Line Item)

The ID of the associated Contract Line Item.

Winter '21

Create, Read, Update, Delete

Current Work Step

SVMXA360__CurrentWorkStep__c

Lookup(Work Step)

The current work step being executed from the assigned Work Plan.

Winter '22

Create, Read, Update, Delete

Entitled Service

SVMXA360__EntitledServiceId__c

Lookup(Entitlement)

The ID of the associated Entitlement Service.

Spring '21

Create, Read, Update, Delete

Entitlement Date

SVMXA360__EntitlementDate__c

Date

The date on which the Work Order is entitled. The entitlement check will default it to ‘Today’ if this field is blank.

Winter '21

Create, Read, Update, Delete

Entitlement Notes

SVMXA360__EntitlementNotes__c

Long Text Area (2000)

Stores additional Entitlement notes.

Winter '21

Create, Read, Update, Delete

Is Entitlement Performed

SVMXA360__IsEntitlementPerformed__c

Checkbox

Indicates whether the entitlement check is performed (True) or not (False).

Winter '21

Create, Read, Update, Delete

Next Work Step

SVMXA360__NextWorkStep__c

Lookup(Work Step)

The next work step to be executed from the assigned work plan.

Winter '22

Create, Read, Update, Delete

Opportunity Identified

SVMXA360__OpportunityIdentified__c

Checkbox

For a Technician to notify Sales Contact if they identify a potential Sales Lead while on a Work Order.

Winter '21

Create, Read, Update, Delete

Opportunity Notes

SVMXA360__OpportunityNotes__c

Long Text Area (32000)

For a Technician to notify Sales Contact if they identify a potential Sales Lead while on a Work Order.

Winter '21

Create, Read, Update, Delete

Perform Auto-Entitlement

SVMXA360__PerformAutoEntitlement__c

Checkbox

Indicates whether to perform entitlement check (True) or not (False).

Winter '21

Create, Read, Update, Delete

Preferred Contact Channel

SVMXA360__PreferredContactChannel__c

Picklist (Multi-Select)

Multi-select picklist to track the customer’s preferred method of contact.

Winter '21

Create, Read, Update, Delete

Price Override

SVMXA360__PriceOverride__c

Formula (Checkbox)

This field when true indicates that the Total Entitled Price and Total Overall Price don't match.

Spring '22

Create, Read, Update, Delete

Product

SVMXA360__ProductId__c

Lookup (Product)

The Product that is tied to the Work Order Asset.

Winter '21

Create, Read, Update, Delete

Purpose of Visit

SVMXA360__PurposeOfVisit__c

Picklist

Tracks the specific reason for the field visit.

Winter '21

Create, Read, Update, Delete

Reference Number

SVMXA360__ReferenceNumber__c

Text (255)

Sales Order or PO to cover the cost of the requested service.

Winter '21

Create, Read, Update, Delete

Resolution

SVMXA360__Resolution__c

Picklist

Type of fix that was applied to resolve the problem.

Winter '21

Create, Read, Update, Delete

Root Cause

SVMXA360__RootCause__c

Picklist

The root cause of the failure.

Winter '21

Create, Read, Update, Delete

Supplier Warranty

SVMXA360__SupplierWarranty__c

Checkbox

This field when true indicates that there are supplier Warranties available.

8.0

Create, Read, Update, Delete

Symptom

SVMXA360__Symptom__c

Picklist

The symptom that was noted before the failure.

Winter '21

Create, Read, Update, Delete

Total Expense Cost

SVMXA360__TotalExpenseCost__c

Currency(16, 2)

This field is the sum of the Total Cost field of Expense records.

Spring '21

Create, Read, Update, Delete

Total Expense Price

SVMXA360__TotalExpensePrice__c

Currency(16, 2)

Indicates the total price across all Expense lines linked to the Work Order.

Spring '21

Create, Read, Update, Delete

Total Labor Cost

SVMXA360__TotalLaborCost__c

Roll-Up Summary (SUM Work Order Line Item)

Roll up of Total Cost field of Work Order Line Item (Labor) records.

Spring '21

Create, Read, Update, Delete

Total List Price

SVMXA360__TotalListPrice__c

Currency(16, 2)

Indicates (List Price * Quantity) across all Product Consumed, Work Order Line Item, and Expense lines linked to the Work Order.

Spring '21

Create, Read, Update, Delete

Total Overall Cost

SVMXA360__TotalOverallCost__c

Formula (Currency)

Sum of Total Parts Cost, Total Labor Cost, Total Travel Cost, and Total Expense Cost.

Spring '21

Create, Read, Update, Delete

Total Overall Entitled Price

SVMXA360__TotalOverallEntitledPrice__c

Currency(16, 2)

This field sums up the Total Entitled Price field from WOLI, Product Consumed, and Expense.

Spring '22

Create, Read, Update, Delete

Total Overall Price

SVMXA360__TotalOverallPrice__c

Formula (Currency)

Indicates the sum of Total Parts Price, Total Price and Total Expense Price.

Spring '21

Create, Read, Update, Delete

Total Parts Cost

SVMXA360__TotalPartsCost__c

Roll-Up Summary (SUM Product Consumed)

Roll-up of Total Cost field of Product Consumed records.

Spring '21

Create, Read, Update, Delete

Total Parts Price

SVMXA360__TotalPartsPrice__c

Currency(16, 2)

Indicates the sum of Total Price across all Product Consumed lines.

Spring '21

Create, Read, Update, Delete

Total Travel Cost

SVMXA360__TotalTravelCost__c

Roll-Up Summary (SUM Work Order Line Item)

Roll-up of Total Cost field of Work Order Line Item (Travel) records.

Spring '21

Create, Read, Update, Delete

Work Step Status

SVMXA360__WorkStepStatus__c

Picklist

Determines which Wizard Action is active: Start Next Work Step or End Current Work Step.

Winter '22

Create, Read, Update, Delete