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* Salesforce Field Service *

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Hi everyone! 

 

I have currently a requirement to navigate the users from a push notification to a LWC. According to this help article, this is possible since the latest winter release

https://help.salesforce.com/s/articleView?id=release-notes.rn_fieldservice_264_mobile_push_lwc.htm&release=264&type=5

 

 

We have a record-triggered flow which basically informs via custom notification that the users timesheet was denied. If the tech in FSL App clicks on that notification, it should lead to a LWC which displays the rejected timesheet (so not the standard Timesheet view) 

 

In my flow, I have edited the following in

target page reference

:  

{ 

  "type": "standard__component", 

  "attributes": { 

    "componentName": "c__timesheetdetail" 

  }, 

  "state": { 

    "c__id": "{!

Record.Id

}" 

  } 

} 

 

timesheetdetail is the name of the LWC I want to navigate. It has lightning__tab in its js-meta.xml file. 

 

I have also set up a lightning component tab in setup as "Timesheet_Tab" and tried this many times. 

 

Both solutions do not work and I fail to understand why. When I test it in sandbox, nothing happens when clicking on the notification. 

 

Am I missing something? 

 

Best regards 

Dave

2 respuestas
  1. Heiko Lindner (Privat) Forum Ambassador
    Ayer, 16:23

    Sorry to say, but I cannot help here. I would log a case. If everything is right configured, I would check, if the latest SFS App has been installed on the mobile device. In addition pls. check if all permissions has been assigned to the logged in user.

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After the Winter 27 update, users are reporting issues in accessing the field service app, on Android mobile devices. 

 

App version: 262.3.23 (latest available, although 264 would be available through beta program). 

 

After entering credentials with our SSO, login fails with

Token Request Error: Invalid_Grant: Authorization Failure

.   

 

Not all users are affected, this seems to happen randomly but we are not able to pin-point the reason. 

Recently it is happening to me as well and the problem persists even after trying to revoke all related tokens from the OAuth App list of the user detail page. 

 

Has anyone else experienced this issue? any solution?

1 respuesta
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Hi community! 

 

I added the 'Create Service Report' lightning action the de Service Appointment Page Layout. This way the back-office user is able to generate a new service report if needed. That part works great.

 

The 'Service Report Preview' panel has two buttons: 

  • Create and Send Service Report
  • Create Service Report

Remove option on Service Report Preview screen to email Service Report immediately

 

For our scenario we want to remove the first button which triggers the Global Email action after the Service Report is generated. This functionality is unwanted since all e-mail communication from within Salesforce is guided through the Case Feed. Enabling the global email action will cause unwanted side effects in the process of case handling (i.e. Quick Texts, email-to-case). There is no requirement for e-mailing from immediately the preview screen. 

 

Leaving the button in place will likely cause more problems than it would solve. 

 

  • After some documentation diving I was unable to locate a setting or permission for this. Am I missing something here?
  • I tried CSS (from component on Service Appointment page and static resource from Field Service Settings) but was unable to get to the elements on the Service Report Preview panel. 
  • I was unable to locate the source of the panel (serviceReportTemplateDataViewer.apexp) to estimate if a modified clone might be an option.

 

It is annoying because every time a user hits that button a message is thrown that gives the impression that something is missing: "Email isn't set up yet. Ask your admin for help." 

SR2.pngHas anyone been able to hide the 'Create and Send Service Report' button?

 

Thanks for any help!

 

Regards, 

Maarten

4 respuestas
  1. 21 sept 2023, 10:31

    Thanks for the answers and your thoughts. 

     

    We now know that it is not a small adjustment that we missed. For now we have accepted that the button will be there for a while.

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Good afternoon, can I create a single service appointment list so that each technician only sees that list with their assigned appointments? From the app, when multiple lists appear and I want only one to appear, thank you very much.

@* Salesforce Field Service * 

2 respuestas
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Calling Field Service customers: help shape the future of AI-first work in Salesforce

 

 

We're looking for Field Service customers who are curious about letting business users get their work done through an AI interface, instead of navigating the Salesforce UI. 

 

Here's what that could look like:

  • Field service managers overseeing teams of 5 to 30 employees, who can rebalance the day's schedule in a conversation with AI interface when someone calls out sick
  • Executives building their own dashboards to monitor and analyze first time fix trends, without waiting on a report request
  • Dispatchers building their own dispatcher console, or completing their daily work by simply talking to an AI assistant

 

We'd love to bring a small group of customers in as

design partners

. You'd get an early look, and your real-world workflows would directly shape what we build. 

 

Interested?

Add a comment in this thread and I'll follow up with a DM to share next steps. 

 

2 comentarios
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Hello, does anyone know if there is a way to edit the fields that appear on the Edit Objective screen when creating an Account Plan Objective from the Account Plan? 

 

I've edited the Account Plan Objective layout and I can see the fields I created but only when I navigate to the objective and click edit in the top right corner and not when I click edit objective or add objective.   

 

Thank you! 

@* Salesforce Field Service *

Account Plan Objective fields

 

objective fields.png

 

objective layout.png

 

#Salesforce Field Service

2 respuestas
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We have territories and countries under each territory. How do we capture Public Holidays specific to Country under a specific Territory? Should this be done at operating hours or ?

Users are tied to the Primary Territory and some time to a secondary territory. So, anyone in EURAFRIC territory can take up service appointment in any of the countries under Eurafric. And same thing applies to ASIA, Middle East etc.

We want to make sure that we know the public holidays in that country and avoid setting up service Appointments

#Salesforce Field Service
1 respuesta
  1. 8 oct, 20:28

    @Suresh G I'd hang the public holiday on the country's operating hours, not on the big regional territory.

    Field Service stores a holiday on an Operating Hours record. The service territory points at those hours, and members inherit them unless that member has different hours of their own. One EURAFRIC territory with one operating hours record means every country under it shares the same closures. A holiday in France would also block Kenya.

    I'd make each country its own service territory, under the region if you still want that hierarchy. Give each country its own operating hours and add that country's public holidays there. People stay members of the countries they can actually cover. Primary can be home, and a secondary membership is how someone in the region still picks up work elsewhere.

    The service appointment needs to land on the country territory. Scheduling then uses that territory's hours, so the local holiday is unavailable time. Turn on Enhanced Scheduling and Optimization, otherwise the holiday shows on the calendar and the optimizer ignores it.

    Personal days are a different record. Those go on the resource's own operating hours, not on the country. If a holiday repeats every year, keep the next occurrence on those operating hours, because scheduling follows the upcoming date.

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Hi to all, 

 

Our field service implementation includes several price books per country. On average there are 5 customers per country and around 15 service providers. For each of them we have a price book. 

All these price books and of course other data are used to build the briefcase. Please note that having a briefcase with all necessary data is very crucial for our organization because we need to work very often offline.  Even with the unlimited license, due to the size of data we exceed the 400000 records limit. Is it possible to build the briefcase only with the standard price book or we need all catalogues?  

Any ideas to reduce records that are repeating like those in price books? 

 

Thank you in advance, 

 

Thanasis 

2 respuestas
  1. 7 oct, 15:46

    Deepak is right that overlapping briefcase rules quietly inflate your record count, so audit those first before dropping any price books. One thing worth testing is whether technicians actually need every price book entry for their territory, or whether priming only the relevant ones keeps them within limits. If pricing varies per customer, the Standard Price Book alone will not work, unfortunately. You may also want to check whether certain catalogues can be fetched on demand rather than cached offline, assuming connectivity allows it occasionally.

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As our org continues to test implementing ESO and the Service Console, it seems that we are having issues with booking appointments when we utilize absence blocks for partial days. If we have a block on a resources schedule say from 8-10am, the book appointment seems to pass on that resource. Not until we manually move an appointment to them does it seem to "open" them to booking. I can book until all resources are full and it will continue to ignore that resource with the absence block. When optimizing, it will move appointments to a resource with a absence on their schedule, just seems the book appointment doesn't see them. Any suggestions?

2 respuestas
  1. 7 oct, 15:41

    Sai raises a fair point about the scheduling policy, but there is another angle worth checking. Book Appointment relies on the resource's availability calculation, and partial day absences sometimes confuse it when the absence record lacks the correct start and end times, or sits outside operating hours. Compare the absence block details against what optimization sees. If the times look identical, then the scheduling policy is the culprit. Raising a support case may be the fastest route, since this smells like a known quirk rather than a configuration mistake.

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Hello, 

 

We've had a request to be able to copy the data of Phone fields within the mobile app and still maintain the ability to click on them directly to make a call (from iOS and Android). I can get this to work on Android by using a formula field to copy the existing phone number field and put it within a "tel:" hyperlink, allows for copying of the phone number and calling directly. 

 

Unfortunately, that method does not work for iOS. It allows me to click on it directly to call, but I can't copy the data. From what I can see this is just a general limitation of formula fields within the mobile app for iOS, but I just wanted to confirm. I can't move them to just be text fields, as we still need to maintain the ability to click to call. Any additional information would be greatly appreciated.

3 respuestas
  1. 7 oct, 15:36

    Deepak's two field idea is sound in principle, but you are right that it gets messy fast when several phone numbers are involved. One option worth testing is a small LWC that renders the number as plain text with a copy icon, while keeping a separate tap target for dialling. That keeps the detail page tidy and sidesteps the iOS formula limitation entirely. More effort than a formula, admittedly, but it solves both needs without cluttering the layout.

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