I am adding a new palette and when I fill in the "based on" field I am unable to find one of my fields called "work type". Do you know why this isn't showing? I checked the FLS and it's visible.
I am adding a new palette and when I fill in the "based on" field I am unable to find one of my fields called "work type". Do you know why this isn't showing? I checked the FLS and it's visible.
@Pavlo Shchur Hi Pavlo! The field that I am trying to add is a picklist but it is not showing up?
Good morning, how can I add a link so that it can be seen and accessed from the Field Service App? Thank you.
Try navigating to the URL in a LWC Component or in flow. Configure the same in the App Extension!
If redirecting to a record - Deeplinking can be an option -
https://developer.salesforce.com/docs/atlas.en-us.field_service_dev.meta/field_service_dev/fsl_dev_mobile_deep_linking_schema.htm
Hello! Does anyone know how to customize (condition) Coffee Breaks on a Gantt ? I have time slots from 12 pm to 13 pm but only from Monday to Thursday ...for Fridays I dont need them to appear on a Gantt as guys finish their job earlier . Any suggestion please? Thanks in advance!
Here’s how you can do it:
1.
Create a Service Territory:
• Navigate to the Field Service app.
• Go to the "Service Territories" tab and create a new service territory if you don't already have one.
2.
Define Operating Hours:
• Within the service territory, define the operating hours.
• Create a new operating hours record and specify the working hours for each day of the week.
• For Monday to Thursday, include a break from 12 pm to 1 pm.
• For Friday, set the working hours without the 12 pm to 1 pm break.
3.
Create Service Resources:
• Go to the "Service Resources" tab and create or update the service resources (your field technicians).
• Assign the service territory and operating hours to each service resource.
4.
Set Up Work Rules:
• Navigate to the "Work Rules" tab.
• Create a new work rule to ensure that the coffee break is respected in the schedule.
• Define the criteria for the work rule to apply only from Monday to Thursday.
5.
Create Scheduling Policies:
• Go to the "Scheduling Policies" tab.
• Create or update a scheduling policy to include the work rule you just created.
• Ensure that this policy is applied when scheduling service appointments.
6.
Test the Schedule:
• Create a few test service appointments to ensure that the coffee breaks are correctly applied from Monday to Thursday and excluded on Fridays.
Let me know if works!
Hello, we used to have an Excel table to display the planned service assignments. This meant that everyone at our company could see when, who, where and which assignment was due. You can only see this in the Field Service Gantt if you have a dispatcher license. Is there a way to make this available to other interested parties? We have already built a report and are importing the data back into Excel to display it in the old look. Can you think of any other methods that you might already be using? Thank you
as far as I know, there is no option to display the gantt to users without dispatcher license. In addition there is no option to export this view as gantt.
An option, you can think about, is syncing service appointments and absences with the salesforce calendar (an ootb feature). If users shares their own calendar, other users could see the calendar events. Different view and not as nice as the gantt, but gives maybe the needed information to users.
In addition, you can create a report with appointments and assignments to give users some informations.
Hi,
Prior to the Spring 25 release, we had access to the 'Status' field in ServiceReport. But after the salesforce update on Feb 15, the field is no longer available. The developer salesforce page (
https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_servicereport.htm) still lists the 'status' field. Also, couldn't find any mention of this in the Release notes.
Has anything changed? Or should I make some permssion changes to get this field?
Thanks
@Supriya Nair, could you try to increase Apex class API version to 63 and try again?
Hi, Does anyone know if there is a way to add a tab to this page. What I want is the ability to edit the skills from this menu itself, without navigating to the record and then editing and saving it.
Anyway, we can create a visualforce page or a tab to be able to edit the skills right here, like a tab beside the Calendar that says Skills. I know that there is a related List but i dont see an option to edit it.
#Salesforce Field Service
@Bivush Rizal if you go to field service settings tab > dispatcher console ui, scroll down to the "Dispatcher View Customizations" section and add the "vf034_Skill_Selector_V2_Resource_Page" to the custom tab, you will be able to see the new tab with the skill selector visualforce page as same as on service resource page (you have to reload the gantt). There you can add/ remove skills from/ to resources.
Hello, does anyone have experience with automated creation of a field service agent?
At this moment we have to do a lot op manual steps. I wonder if this can't be automated via a flow/apex.
I found an example to provision a field service resource by apex
iampatrickbrinksma/SFS-Utils: Useful utils for Salesforce Field Service projects, implementations and demos
and also by Field Service Starter Kit but is it also possible to provision an agent by flow/apex?
Hello @Gert Stoevelaar!
There is no need to create a service resource for an agent.
Regarding a public group, if an agent needs access to service appointments, service territories, and other related objects, then yes, you should add the agent to a public group.
I think that the following links could be helpful:
Thank you!
after FSL installing is done i am getting this Error in the screen when i open Field service object
what step i need to do if i miss any thing please suggest
please check the link;
https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007ZBG2WSAX
Assign the necessary Field Service permission sets, enable Field Service in Setup, check object permissions in your profile, and ensure the Field Service app permissions are assigned.
Hello,
I am building an org to give an overview of an asset portfolio. I need to include various contracts dealing with those assets.
In this context, I am looking for the most appropriate « contract » object.
I like the « service contract » standard object very much. But would prefer it not to be related with a product and prices books.
Do you know if I can remove the relationships from the « service contracts » to Products?
Any thoughts?
Thanks ☁️
Please could you give some more details about your whole requirement. You want to have one service contract with multiple contract line items? If you use the out of the box line item feature, unfortunately you need a product to link an asset on a line item.
You could think about a custom solution or use dummy product.
Hello team :) We have observed a new issue where the Scheduling Assistant component is generating duplicate Service Appointments.
Steps to Reproduce:
Actual Result:
Expected Result:
Any inputs/questions or possible solutions are very welcome :)
I do not have used the scheduler, but I mean work types are used, right? If yes I would check two points:
Maybe there are both options currently running in the org.