Hi everyone,
I am trying to remove/replace a button (specifically the native Add Products Consumed / Products tab action) from the Salesforce Field Service (SFS) Mobile App, but none of my changes are taking effect on the mobile app.
Here is what I have tried so far:
- Page Layouts: I edited the assigned Work Order and Service Appointment page layouts via Object Manager, removed the related action/buttons from the Salesforce Mobile and Lightning Experience Actions section, and saved.
- Salesforce Article Workaround: Followed the official SF documentation (removing Products Consumed and Required Products related lists from Page Layouts), but the button/tab still appears on the mobile app.
- Field Service Mobile Settings: Checked Setup > Field Service Mobile Settings, but we are currently using the default system configuration (no custom Mobile Setting record exists yet, and I would prefer not creating a new one if possible).
- Mobile Cache: Forced a full Data Sync and cleared cached metadata on the technician's mobile device (and re-logged).
Questions:
- Is there a specific hidden dependency or Page Layout assignment required to override standard mobile actions on Service Appointments / Work Orders?
- Can native SFS mobile buttons/tabs be hidden or swapped without creating a custom Field Service Mobile Setting record?
- Has anyone successfully removed/replaced this button recently on the SFS Mobile App?
Any advice or pointers would be greatly appreciated!
Thanks in advance! @* Salesforce Field Service *
Forum Ambassador Heiko Lindner (Privat)
hey @Simbil Nessek
sometimes you have to logout and re-login again to see page layout changes. Most of the time, you have to remove the actions and related lists from the classic layouts. If the actions or buttons still visible, you can remove permissions of objects and/ or fields. If you don't need the inventory on your mobile, you can remove the read on the location field on service resource records of the current users.
In addition, you can use the Field Service Mobile App Builder to create you own configuration without the inventory tab.