Skip to main content Únase a nosotros en TDX, San Francisco o en Salesforce+ del 5 al 6 de marzo en la conferencia de desarrolladores para la era del agente de la IA. Regístrese ahora.
Grupos destacados

* Salesforce Field Service *

Welcome! This group is dedicated to your success with Salesforce Field Service. Join the conversation here to stay up to date on the product, learn best practices, and everything in between. Use this group to review resources, ask questions, help each other, and share experiences. --------------------------------------- This group is maintained and moderated by Salesforce employees. The content received in this group falls under the official Forward-Looking Statement: http://investor.salesforce.com/about-us/investor/forward-looking-statements/default.aspx

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.  

Screenshot 2025-02-21 at 12.29.32 PM.png

 

#Salesforce Field Service  @* Salesforce Field Service *

3 respuestas
  1. 24 feb, 9:36 p.m.

    @Pavlo Shchur Hi Pavlo! The field that I am trying to add is a picklist but it is not showing up? 

0/9000

Good morning, how can I add a link so that it can be seen and accessed from the Field Service App? Thank you.

3 respuestas
0/9000

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!

5 respuestas
  1. 21 feb, 1:45 p.m.

    @Kristina Kodoeva

     

     

    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!

0/9000

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   

 

@* Salesforce Field Service * 

2 respuestas
  1. Heiko Lindner (Privat) Forum Ambassador
    18 feb, 8:39 a.m.

    @Christian Schweizer

    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.

0/9000

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

8 respuestas
0/9000

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. 

Screenshot 2025-02-19 at 3.16.16 pm.png

 

@* Salesforce Field Service *

 

 

#Salesforce Field Service

4 respuestas
  1. Heiko Lindner (Privat) Forum Ambassador
    20 feb, 4:32 p.m.

    @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. 

0/9000

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? 

 

@* Salesforce Field Service * 

4 respuestas
0/9000

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 

1 respuesta
0/9000

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 ☁️

 

@* Salesforce Field Service * 

2 respuestas
  1. Heiko Lindner (Privat) Forum Ambassador
    20 feb, 10:54 a.m.

    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.

0/9000

Hello team :)     We have observed a new issue where the Scheduling Assistant component is generating duplicate Service Appointments. 

 

Steps to Reproduce:

  1. Open a Work Order record.
  2. Select New Appointment in the Scheduling Assistant.
  3. Choose Golden Time Slots.

Actual Result:

  • Two Service Appointments are created.

Expected Result:

  • Only one Service Appointment should be created, with a single assigned Service Resource.

Any inputs/questions or possible solutions are very welcome :) 

@* Salesforce Field Service * 

2 respuestas
  1. Heiko Lindner (Privat) Forum Ambassador
    20 feb, 10:51 a.m.

    I do not have used the scheduler, but I mean work types are used, right? If yes I would check two points:

    1. if work types has the checkbox "auto create service appointment" has been checked 
    2. platform automations (flow, triggers, etc)  to create service appointments

    Maybe there are both options currently running in the org.

0/9000