# Service appointment sharing with assigned resources

*Agentforce Field Service and Operations Consultant Study Guide · Permissions and Sharing · Last updated October 29, 2026 · https://www.certifyforce.com/study-guide/agentforce-field-service-consultant/permissions-and-sharing/service-appointment-sharing-with-assigned-resources*

How dispatched service appointments, their parent work orders and crew assignments are shared with the resources who do the work once org-wide defaults are Private, including what happens on reassignment, cancellation and for Experience Cloud users.

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

**Official exam objective:**

> Explain how scheduled Service Appointments are shared with service resources.

## What the exam expects

- Explain why a fresh managed package install shows every appointment to everyone, and lock it down with Private org-wide defaults.
- Choose the Field Service Settings that share dispatched appointments and their parent work orders with the assigned resources.
- Predict access after a resource is removed from an appointment, after cancellation, and for crew members versus crew leaders.
- Set Default External Access so Experience Cloud site users see their dispatched appointments.

Key terms:
- **Org-wide default (OWD):** the baseline record access per object, set in Sharing Settings as Default Internal Access and Default External Access.
- **Dispatch sharing:** the Field Service Settings option that shares a service appointment with its assigned resources once it's dispatched.
- **Parent work order sharing:** the companion option that also shares the appointment's parent work order with those resources.
- **Crew leader:** the service crew member who gets Read/Write on a dispatched crew appointment by default.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| OWDs after package install | Public Read/Write on Work Order, Work Order Line Item, Service Appointment | [Limit Access](https://help.salesforce.com/s/articleView?id=sf.fs_sharing.htm&language=en_US&type=5) |
| Where to restrict | Setup, Sharing Settings, Default Internal Access: Private | [Limit Access](https://help.salesforce.com/s/articleView?id=sf.fs_sharing.htm&language=en_US&type=5) |
| Permission to limit access | Field Service Admin Permissions | [Limit Access](https://help.salesforce.com/s/articleView?id=sf.fs_sharing.htm&language=en_US&type=5) |
| Resource removed from appointment | Appointment sharing deleted; parent work order sharing retained | [Limit Access](https://help.salesforce.com/s/articleView?id=sf.fs_sharing.htm&language=en_US&type=5) |
| Canceled appointment | Visible only to the owner and relevant dispatchers | [Limit Access](https://help.salesforce.com/s/articleView?id=sf.fs_sharing.htm&language=en_US&type=5) |
| Crew dispatch access | Members Read; leader Read/Write | [Crew Considerations](https://help.salesforce.com/s/articleView?id=service.pfs_service_crews_considerations.htm&language=en_US&type=5) |
| Crew membership change | Doesn't refresh assigned resources or sharing | [Crew Considerations](https://help.salesforce.com/s/articleView?id=service.pfs_service_crews_considerations.htm&language=en_US&type=5) |
| Owner change | Removes territory group sharing until Service Territory is updated | [Limit Access](https://help.salesforce.com/s/articleView?id=sf.fs_sharing.htm&language=en_US&type=5) |

## Check yourself

- Why does Help suggest sharing appointments with resources only once dispatched?
- When does a crew appointment's sharing refresh?
- Which org-wide default does the managed package set on Service Appointment at install?
- When should you turn off the Field Service Admin app's sharing options?

## Sources

- [Limit Access to Field Service Records](https://help.salesforce.com/s/articleView?id=sf.fs_sharing.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 5 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