Skip to main content
Groupe à la une

* 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 have 1 specific user that cannot see the calendar underneath service resource records. I've verified he has the field service resource license, FSL Mobile license, and FSL scheduling license, and the FSL ResourceCalendar VF079_ResourceCalendar permission set - this is exactly the same as other users who have no issues. However for him it just shows up with the Salesforce cloud icon and does not load. 

 

User Cannot See Calendar on Service Resource

 

 

1 réponse
  1. Aujourd’hui, à 03:41
    Is this for their service resource, or all service resources? Is the SR being viewed active? Do they have any Service Territory Memberships at all? If so, are those set to start before the dates shown?
0/9000

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.

2 réponses
  1. 30 sept., 18:14

    Thanks for the suggestion! Unfortunately we have this setup with multiple fields for the request, so that would end up taking up a lot of space on the Details tab. I think we just might be out of luck on this one.

0/9000

Dear all, 

 

We are wondering if the following setup is possible with the standard solution : 

 

Is it possible to conditionnally change the color of field FSL__GanttLabel__c on the Service Resource table while it being displayed in the Dispatcher console ? 

 

This field is the description of the service resource in the Field Service dispatcher console’s Gantt chart. This is shown under the service resource’s name in the chart 

 

Cf.

https://developer.salesforce.com/docs/atlas.en-us.field_service_dev.meta/field_service_dev/fsl_custom_fields_object_serviceresource.htm

  

 

Is it possible to conditionnally change a technician's Gantt label color in the Dispatcher console ?

 

Best regards, 

 

Aur

4 réponses
0/9000

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?

1 réponse
  1. 25 sept., 17:10

    Hi Christopher,

    This sounds like the scheduling/optimization logic may not be evaluating the partial-day Absence Block as expected during the initial booking. 

     

    I’d check the resource’s Service Territory Membership, Operating Hours, Absence records, and Scheduling Policy first, and verify that the absence is associated with the correct Service Resource and falls within the resource’s operating hours.

    Since optimization appears to recognize the absence correctly but Book Appointment does not, it would also be useful to compare the scheduling policy/optimization settings being used by the two processes. 

     

    If you can share the scheduling policy and a sample resource/absence configuration, it would help narrow down what is causing the behavior. 

0/9000

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 

1 réponse
  1. 23 sept., 16:29

    Hi @Thanasis Lymperopoulos

     

    I would first review the Briefcase filters and relationships to ensure we're only downloading the Price Books and Price Book Entries actually required by each technician. 

    Using the Standard Price Book alone may not be sufficient if Work Orders require customer/provider-specific pricing. Instead, try to reduce overlapping Briefcase rules and avoid bringing the same Price Book Entries through multiple paths, as duplicate records can contribute to the record limit. 

    So, the key would be targeted priming + removing overlapping/duplicate Briefcase criteria, rather than downloading all catalog data.  

     

    https://help.salesforce.com/s/articleView?id=service.mfs_hvb_briefcase_types.htm&type=5&utm

     

     

    Hope this helps!  

     

    If you find this response helpful, please mark it as the Accepted Answer, as it may also help other Trailblazers.  

0/9000

I noticed that the map in the Scheduling Console no longer has the ability to enter addresses. Is there ay functionality to add a "search" feature to it, like the Classic Gantt map had?

5 réponses
  1. 22 sept., 13:11

    Hello @Digbijaya Paikaray the newer Scheduling Console map doesn’t appear to provide the same address search option that was available in the Classic Gantt map. 

     

    For now, you’d generally need to use the address on the Service Appointment or another mapping tool to locate a specific address. I don’t believe there’s a standard setting to add the old search box directly to the Scheduling Console map. 

     

    If the bigger challenge is routing appointments or leads based on location, territory, rep availability, or other assignment rules, a tool like LeadAngel can handle that broader routing logic outside of the map itself.

0/9000

I have made custom actions before, but have NOT ventured to the map. 

I would like to run a custom action from a selected Map Polygon (and my action does show up there). 

However, in the VF and Lightning Out components I generated around it, I appear to only be collecting the SA Id(s) surrounded by the polygon on the map at that time. 

Is there any known way - perhaps via "additional parameters" to obtain the Id of the Polygon that was right clicked and the action was run from?   

 

I think another way of asking my Q is that the docs specify 3 x action types: CustomGanttServiceResourceAction, SA, and RA.  So ... other than running from the map or a polygon on the map, is there no 4th type "CustomGanttPolygonAction"? 

 

FYI Docs

https://developer.salesforce.com/docs/atlas.en-us.field_service_dev.meta/field_service_dev/fsl_dev_code_samples_dispatcher.htm

2 réponses
  1. 21 sept., 15:31

    @Rajamani Neelamegam

    Thanks for your reply - I find that now w/ a "debug" action - the "additioanlParameters" is in fact null.  I think it would be very helpful for Salesforce to populate this w/ the Id of the polygon the user interacted with; I will try to add an IDEA for this. 

     

    Separately, looking at the new scheduling console, we can add Flows as a custom action type, not just Apex or Visualforce. 

     

    However - I don't find any documentation on harnessing or mapping input parameters for autolaunched or screen flows FROM the context of the Scheduling Console. 

     

    Have you encountered any documentation for using Flows as a Custom Action Type?

0/9000
1 réponse
  1. 16 sept., 21:05

    Hi Alejandro, 

     

    Could you share a little more detail about which Salesforce Field Service release or Salesforce Live session you’re referring to? 

     

    For the Self-Service Scheduling and Work Plan custom actions questions, the exact release/version and feature context would help clarify whether these capabilities were available, changed, or had specific limitations at that time. 

     

    If you can share the session or release notes you’re referring to, that would help narrow it down. 

0/9000

Based on the Field Service Guide, our understanding is that if a Resource Absence is created without an address, it will calculate drive time for surrounding Service Appointments using the address on the Service Territory Member for the Service Resource. 

 

"If an absence doesn’t have an address, optimization uses the resource’s home base to calculate travel time to the next service appointment. For a more precise travel estimate, add an address to the absence, such as the location of the previous appointment or an address for the break."

 

We have been seeing examples where this is not the case. Below are screenshots showing the drive time for an Absence without an address versus the drive time when it's been updated with the Service Resource's home base.

 

Absence without an address:

Resource Absences Without Addresses Not Calculating Drive Time Using Resource's Home Base

 

Absence with the Service Resource's home address:

RA with Home Base Address.png

 

Updating the Absence with the address of the previous Service Appointment does not change drive time. Confirming that, without an address, the drive time for the Service Appointment following the Absence is being calculated using the address of the Service Appointment before the Absence.

 

Curious if there is something we are missing or if our understanding is incorrect.

 

Thanks!

9 réponses
  1. 14 sept., 20:33

    I'm aware this is old post, but this could be useful for someone else. The issue is due to ESO feature. according to this article https://help.salesforce.com/s/articleView?id=service.fs_create_absences.htm&type=5  "If you're using Enhanced Scheduling and Optimization and there’s no address on the resource absence, optimization and scheduling actions use the location of the last event (Service Appointment or Resource Absence) that has a location to calculate the travel time to the next event. If the resource absence overlaps with the shift end, the resource’s home base location is used to calculate the travel time. If you're not using Enhanced Scheduling and Optimization and there’s no address on the resource absence, optimization uses the resource’s home base to calculate travel time to the next service appointment. For a more precise travel estimate, add an address to the absence, such as the location of the previous appointment or an address for the break."

0/9000

I need to know if Salesforce allows donut polygons. Basically, a polygon within another polygon. I want these polys to be independent of each other and they do not overlap. Does anyone know if we can do this? Use case, I have a large rural service territory, and deep within, there is an Air Force Base that needs it's own poly. A specific group will service this area.  

Does Salesforce allow donut polygons?

 

 

4 réponses
  1. 9 sept., 14:50

    I would do as you describe - leave a tiny "alley" not covered - make it as narrow as possible. Hopefully you can pick that alley where there is not likely to be a SA lat/long.

0/9000