# Service resource types and capacity-based resources

*Agentforce Field Service and Operations Consultant Study Guide · Managing Resources · Last updated October 29, 2026 · https://www.certifyforce.com/study-guide/agentforce-field-service-consultant/managing-resources/service-resource-types-and-capacity-based-resources*

Choosing the right Resource Type (Technician, Dispatcher, Crew or Asset) and the right flags (Active, Capacity-Based, Include in Scheduling Optimization, Location) for each service resource, the licences each choice needs, and where capacity-based resources stop working.

- Certification: Salesforce Agentforce Field Service and Operations Consultant
- Exam section: Managing Resources
- Study guide: https://www.certifyforce.com/study-guide/agentforce-field-service-consultant

**Official exam objective:**

> Determine how and when to set up different resource types.

## What the exam expects

- Pick a Resource Type (Technician, Dispatcher, Crew, Asset) from what the person or thing does, and know what each type rules out.
- Decide when a resource should be capacity-based and define its capacity record (time period, hours, work items).
- Set Active, Include in Scheduling Optimization and Location correctly, with the permission set licence each needs.
- Choose the right tool to create resources in bulk, and know that resources are deactivated, never deleted.

Key terms:
- **Service resource:** a user or crew who can perform field service work and be assigned to service appointments.
- **Resource Type:** the picklist that says whether a resource is a technician (mobile worker), dispatcher or crew; you can't add values.
- **Capacity-based resource:** a resource limited to a number of hours or appointments in a time period.
- **Resource capacity:** the record that holds that limit: Time Period, Hours per Time Period and Work Items per Time Period.
- **Include in Scheduling Optimization:** a managed package option that lets the optimizer assign the resource.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Resource Type values | Technician, Dispatcher, Crew; no custom values | [Service Resource Fields](https://help.salesforce.com/s/articleView?id=fs_resource_fields.htm&language=en_US&type=5) |
| Asset resource type | Saves only with Lightning Scheduler access | [Create Service Resources](https://help.salesforce.com/s/articleView?id=service.fs_create_resources.htm&language=en_US&type=5) |
| Dispatcher restrictions | Not capacity-based, not optimized, not in crews | [Create Service Resources](https://help.salesforce.com/s/articleView?id=service.fs_create_resources.htm&language=en_US&type=5) |
| Dispatcher type requires | Field Service Dispatcher permission set license | [Service Resource Fields](https://help.salesforce.com/s/articleView?id=fs_resource_fields.htm&language=en_US&type=5) |
| Optimization requires | Field Service Scheduling permission set license | [Create Service Resources](https://help.salesforce.com/s/articleView?id=service.fs_create_resources.htm&language=en_US&type=5) |
| Inactive resource | Can't be assigned and can't use the mobile app | [Create Service Resources](https://help.salesforce.com/s/articleView?id=service.fs_create_resources.htm&language=en_US&type=5) |
| Location link | One location per service resource | [Create Service Resources](https://help.salesforce.com/s/articleView?id=service.fs_create_resources.htm&language=en_US&type=5) |
| Retiring a resource | Deactivate; resources can't be deleted | [Create Service Resources](https://help.salesforce.com/s/articleView?id=service.fs_create_resources.htm&language=en_US&type=5) |
| Capacity time periods | Day, Week or Month | [Service Resource Fields](https://help.salesforce.com/s/articleView?id=fs_resource_fields.htm&language=en_US&type=5) |
| Capacity minimum fields | Hours per Time Period, Work Items per Time Period or both | [Service Resource Fields](https://help.salesforce.com/s/articleView?id=fs_resource_fields.htm&language=en_US&type=5) |
| Capacity-based and multiday | Multiday appointments can't be assigned | [Multiday Appointments](https://help.salesforce.com/s/articleView?id=service.pfs_multiday.htm&language=en_US&type=5) |

## Check yourself

- Why isn't capacity-based scheduling available for crews?
- When do the Start Date and End Date on a capacity record matter?
- Which scheduling service isn't supported for capacity-based resources?

## Sources

- [Create Service Resources for Field Service](https://help.salesforce.com/s/articleView?id=service.fs_create_resources.htm&language=en_US&type=5)
- [Service Resource Fields for Field Service](https://help.salesforce.com/s/articleView?id=fs_resource_fields.htm&language=en_US&type=5)
- [Field Service Key Concepts and Glossary](https://help.salesforce.com/s/articleView?id=service.fs_key_concepts.htm&language=en_US&type=5)
- [Field Service Objects](https://help.salesforce.com/s/articleView?id=sf.fs_standard_objects.htm&language=en_US&type=5)
- [Considerations for Complex Work](https://help.salesforce.com/s/articleView?id=pfs_complex_work_considerations.htm&language=en_US&type=5)
- [Enable Multiday Field Service Appointments](https://help.salesforce.com/s/articleView?id=service.pfs_multiday.htm&language=en_US&type=5)
- [Field Service Scheduling Services](https://help.salesforce.com/s/articleView?id=service.pfs_scheduling_services.htm&language=en_US&type=5)
- [Considerations for Scheduling Service Crews](https://help.salesforce.com/s/articleView?id=service.pfs_service_crews_considerations.htm&language=en_US&type=5)
- [Agentforce Field Service and Operations](https://help.salesforce.com/s/articleView?id=service.fs_overview.htm&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 6 linked practice questions, and unlimited timed mock exams are included with the Agentforce Field Service and Operations Consultant pack (USD $19): https://www.certifyforce.com/practice-exams