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#Salesforce Field Service71 diskutieren mit

Hi Trailblazers, 

 

I'm currently preparing for the Salesforce Administrator Certification exam.

Could anyone recommend the best Trailhead modules, official study resources, practice tests, or other learning materials that helped you pass the exam? Any preparation tips or advice would be greatly appreciated. 

 

Thank you....! 

 

#Trailhead Challenges  #Trailhead  #TrailblazerCommunity  #Salesforce Field Service  #Service Cloud  #Marketing Cloud  #Salesforce  #Reports & Dashboards  #Security

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We are testing out the new Scheduling Console to see if it will be a worthwhile replacement to the "Classic" Field Service tab/gantt, and one huge issue we're trying to find a solution for now is that we can't seem to figure out how to create custom Service Resource filters. The way it worked in the classic console was to add the filter fields to the Field Set in Setup, but I can't find any way to achieve this in the new Scheduling Console. Is it possible, and if so how?

5 Antworten
  1. 6. Juli, 07:53

    Hi @Sage Meleney The new Scheduling Console doesn't currently support custom Service Resource filters the same way the Classic Gantt does with field sets. Solution: Use the available standard filters, or check if a newer Field Service release has added this capability. If custom filters are essential, you may need to continue using the Classic Scheduling Console for now.

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Hi Everyone, 

I need to add an option to create work plans in the FSL mobile app. 

I have created a flow based on "Field Service Mobile Flow" type, but I am experiencing some limitation and cannot proceed with the implementation.  

Has anyone found a solution for this?    

@* Salesforce Field Service * 

6 Antworten
  1. 1. Juli, 12:10

    @Bat-Hen Roda The standard action only support a unique record of work plan template and if you have thousands of records to generate you can reach the limit of transactions, I've faced the same issue, we might have different needs, but I had to create a batch that is called via an invocable method of a flow, and the logic is a little bit complicated because there are many objects to take into consideration to generate a work plan record with the work steps related to it.

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Using Document Builder templates in Field Service, is there a way to default the generated PDF file name? It currently does "WO Number_Template Name_Version_random numbers?" 

 

It would nice to default it to WO Subject + Version or something like that. 

1 Antwort
  1. Heiko Lindner (Privat) Forum Ambassador
    1. Juli, 06:02

    I don't know an option per configuration. But you could try to update the name after the report has been created via platform automation.

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Hello!

 

Service Appointment and Work Order History Reports are missing Edited By/Created By (history record) in my org. Those fields are not available to be added when creating the custom report types either.

 

Is there a setting that must be enabled to see them? I have the standard System Admin profile and Field Service Admin license and permission sets.

 

The screen shot featured on the Idea for Service Appointment History Reports shows a Created By: Full Name field - https://ideas.salesforce.com/s/idea/a0B8W00000GdYs0UAF/service-appointment-history-tracking-reports

11 Antworten
  1. 18. Juli 2024, 13:33

    @Jashwanth Ayyalapu, per Salesforce support, the Work Order History>Created By field is missing in some orgs due to, "[a] backend perm which has now been depreciated. Because of this perm, the User lookup fields in some history objects(Work Order history, Work Order Line Item History, Service History. etc.) are acting as a polymorphic field (User, CSS User). This causes issues when the user tries to create reports based on these history objects. Disabling this perm, the "Created By" field in the WOHistory object only points to the User object now making it visible." The backend perm referenced can only be disabled by Salesforce support, and is not specific to my org. Other customers have had this issue as well. Once disabled, the Created By field is available in the report type.

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Hi, I am currently unable to find a way to remove the access to the mentioned actions on the Assigned resource related list. I have checked the profile permissions and page layouts but have had no luck. There does not seem to be any "Read/Write/Edit/Delete" permissions available on the profile for Assigned resources, which is why I would assume that it is inherited from the Service resource object, however, I have had no luck so far. Please assist.

How to remove the 'edit' and 'delete' actions for Assigned resources on the Service Appointment related list

9 Antworten
  1. Ruchit Patel (Cognizant) Forum Ambassador
    24. Aug. 2022, 11:36

    Hello @Nathaniel Mathew you won't see those option because it is child object in Master-detail relationship so it will inherit the settings from Master object.

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1 Antwort
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Hi, does anyone know how I can control the fields displaying in the "Tech All Service Appointments" lis view?  

@* Salesforce Field Service *

6 Antworten
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Hi! 

 

I'm receiving this message in my VS Code when trying to use AgentForce. I'd like to understand which license is needed to use it, or if it has expired. Because I've already assigned the permission sets for the AgentForce and Einstein licenses and it doesn't work. The error persists. 

 

Message: Agentic Chat requires a Foundations license and perm. Contact your admin to enable access. 

3 Antworten
  1. 25. Juni, 04:14

    You likely need Salesforce Foundations enabled plus the required Agentforce Vibes/Agentic Chat permission, especially View All Data

      

    Please note, Agentforce and Einstein permission sets alone may not satisfy this error. 

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We have implemented the solution for one of our clients but have had several issues on the same and even though it works now would want to understand if others think the same or there are any best practices that can be incorporated going forward    

4 Antworten
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