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Hello.  

We have a field Work_Type__c picklist field on the Milestone object that references a Picklist value set. We want to instead add picklist values manually. Is this conversion possible or do I have to create a new pick list field and then add my picklist values manually? 

 

Thank you, 

Nancy  

 

#Salesforce Field Service  #Field Service Lightning  #Salesforce FIeld Service Lightning  #Global Value Sets  #Salesforce Admin  #Salesforce  #Salesforceadmins  #Systems Administrator

4 件の回答
  1. Divya Chauhan Forum Ambassador
    9月9日 6:59

    Hi Nancy, 

    No, you can't convert it  — Salesforce doesn't provide a button/toggle in Setup to switch a picklist from "uses a Global Value Set" to "enter values manually"

    (or vice versa) for an existing field. 

     

    Go to Setup → Object Manager → Your Object → Fields & Relationships → Your Field 

    Click Edit 

    You'll see the picklist is tied to a Global Value Set — there is

    no option

    here to detach it and switch to manual values. This choice is locked in at field creation and isn't editable afterward. 

    Hi Nancy, No, you can't convert it — Salesforce doesn't provide a button/toggle in Setup to switch a picklist from

     

     

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Is it possible to remove 'Measure' Global Action from layout ? I can't find any "Measure" Action in Global Actions or Publisher Layout 

 

#Salesforce Field Service  #Field Service Lightning  #Salesforce FIeld Service Lightning

3 件の回答
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Hello everyone,

 

I have a question about Service Objectives. I saw that there was a Record Type called Custom Objective and I don't understand how to use it. There is also a field called FSL__Custom_Logic_Data__c to put the Custom Objectives logic. How to use this field? How to write logic in this field?

If for example, I want to use the "Same Site" Objective Service (i.e. the same address) and I want to create a similar but more precise Objective Service (for example, Same Building because there are several buildings at the same address ), do I need to enter the “Building” custom field in the Custom Logic Data?

The goal is that I would like during the optimization, that the appointments are scheduled taking into account the following Service Objectives: Same Building (highest weight), Same Location and Preferred Resource (lowest weight).

 

Thank you in advance for your help :)

 

Jo

 

@* Salesforce Field Service *

3 件の回答
  1. 2025年9月29日 6:45

    Hi @Jo Peyre, have you got any solution to your query? We have a similar requirement and your experience in handling this scenario would certainly help. Thanks.

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4 件の回答
  1. 2025年7月30日 7:36

    The User needs the System Permission 'Field Service Standard'. Assigning the permission set license with the same name is not enough.  

    The User needs the System Permission 'Field Service Standard'. Assigning the permission set license with the same name is not enough.

     

     

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Hello All,    I am using the service crew concepts to access each crew member's arrival, and departure timings. It seems the Service Appointment and related WorkPlans are same for each crew members, which overrides the data entered by any crew member.    Do you know if FSL tracks each crew member's data separately?

@* Salesforce Field Service * 

2 件の回答
  1. 2025年1月21日 18:57

    @Phani Sammeta

    pls. could you give some more details about "each crew member's data separately" - thanks. 

    A crew means, that all related data are the same, means work orders, work order line items and so on. What you could do is, that each member could track his/ her own time sheet entries. If you need a work plan for each crew member, than you have to re-think your current implementation I assume.

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 I am trying to create service report with the access token received from OAuth 2.0 Client Credentials Flow but when I am creating it the service report which is created is just a blank white page whereas when I am creating service report with the access token received from  OAuth 2.0 Web Server Flow is creating a service in a way it should. If anyone is aware why is it happening then please let me know? And I selected System Admin as a user in Client Credentials Flow.

 

#Salesforce Field Service #Field Service Lightning #Salesforce Developer #API

1 件の回答
  1. 2024年9月23日 11:52

    Hi, 

     

    I have encountered a similar problem, so I have a couple of tips

     

    - Ensure the token includes all necessary scopes for report generation

    - Check if the token is still valid and not expired. 

    - Confirm that the System Admin user has the right permissions for creating reports. 

    - Review if there are any differences in API endpoints or parameters between the two flows. 

    - Enable debugging to see if any error messages appear during report creation.

     

    Try to check the points above, maybe something will help

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1 件の回答
  1. 2024年9月12日 14:22

    If you're talking about reports in general, then one thing you can do is set up separate Report Folders, and Share them with users in these respective countries.

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Hello Community,

I've encountered an issue with my Field Service Lightning (FSL) mobile app customization. I recently created a custom tab within the mobile app and hosted an LWC component there. However, despite adding this tab through the Field Service Mobile Builder and publishing it to the user profile, the changes aren't reflected in the mobile app.

Steps I followed:

  1. Created a custom tab.
  2. Hosted an LWC component within this tab.
  3. Added the tab using the Field Service Mobile Builder.
  4. Published the changes to the user profile.

Despite completing these steps, the changes don't appear in the mobile app when accessed by the user profile.

Things I've checked:

  • Verified the profile settings for the user to ensure the tab is included.
  • Ensured that the necessary permissions are correctly set up for the user.

Could anyone guide me through potential reasons why these changes might not be reflected in the mobile app? Is there a specific troubleshooting step or configuration I might have missed during this process?

Any insights or guidance on resolving this issue would be greatly appreciated.

Thank you in advance!

9 件の回答
  1. 2024年2月28日 10:26

    I finally made it work!

    My Field Agents didn't see my changes to the app, until after I assigned the permissions to the actual Field Agent user. 

     

    I was under the impression that those permissions was for the admin to build/customize the app, but apparently they also need to be assigned to the workers for it to work. 

     

    For reference, these are the permissions needed as of feb 2024: 

    ->Access Lightning Web Components in Field Service Mobile

    ->Custom Applications for Field Service Mobile"

     

    Documentation reference: 

    https://help.salesforce.com/s/articleView?id=000396529&type=1

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𝐎𝐩𝐭𝐢𝐦𝐢𝐳𝐢𝐧𝐠 𝐅𝐢𝐞𝐥𝐝 𝐒𝐞𝐫𝐯𝐢𝐜𝐞 𝐒𝐮𝐜𝐜𝐞𝐬𝐬: 𝐀 𝐇𝐨𝐥𝐢𝐬𝐭𝐢𝐜 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡 𝐭𝐨 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭! 🚀

 

In the dynamic world of Field Service, success isn't just about revenue—it's about meticulous management ensuring sustainable growth. Here are key considerations to keep your business on the path to prosperity:

 

𝟏. 𝐖𝐞𝐛𝐬𝐢𝐭𝐞 𝐖𝐢𝐬𝐝𝐨𝐦:

Ensure your website is a beacon of information. Clearly outline your services, and don't forget the magic of customer success stories. They're not just testimonials; they're invitations for new clients.

 

𝟐. 𝐒𝐡𝐢𝐧𝐞 𝐨𝐧 𝐋𝐨𝐜𝐚𝐥 𝐋𝐢𝐬𝐭𝐢𝐧𝐠𝐬:

Be where your customers are looking. List your services on prominent local listing sites. Boost your presence by encouraging satisfied customers to leave reviews. 🌟

 

𝟑. 𝐌𝐚𝐬𝐭𝐞𝐫𝐟𝐮𝐥 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞:

Efficiency is your ally. Invest in dedicated field service software. Track jobs, schedules, and inventory seamlessly. Ensure it supports customization and integration, especially with financial software like QuickBooks or Xero.

 

𝟒. 𝐓𝐞𝐚𝐦 𝐄𝐦𝐩𝐨𝐰𝐞𝐫𝐦𝐞𝐧𝐭:

Assemble a powerhouse team with specialized roles—Finance Team, Admin & IT Management Team, Technician Management Team, and Leadership Team(Directors & CEO). Conduct weekly face-to-face meetings for direct communication. Don't skip the meeting summaries; they're the compass guiding your business journey.

 

𝐇𝐞𝐫𝐞 𝐚𝐫𝐞 𝐦𝐲 𝐬𝐮𝐠𝐠𝐞𝐬𝐭𝐢𝐨𝐧𝐬:

 

1. 𝐖𝐞𝐛𝐬𝐢𝐭𝐞: GoDaddy for a hassle-free online presence.

 

2. 𝐋𝐨𝐜𝐚𝐥 𝐋𝐢𝐬𝐭𝐢𝐧𝐠𝐬: Yelp for the US, Yell for the UK.

 

3. 𝐅𝐢𝐞𝐥𝐝 𝐒𝐞𝐫𝐯𝐢𝐜𝐞 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞: Consider FieldAx for robust management.

 

4. 𝐌𝐞𝐞𝐭𝐢𝐧𝐠 𝐌𝐚𝐬𝐭𝐞𝐫𝐲: EOS or try the Weekly Level 10 meeting concept (Notion). If cost is a concern, adapt the concept using Google Sheets.

 

Share your thoughts! If you have additional insights or recommendations, drop them in the comments below. Let's empower each other in the field service community! 💬

 

𝐎𝐩𝐭𝐢𝐦𝐢𝐳𝐢𝐧𝐠 𝐅𝐢𝐞𝐥𝐝 𝐒𝐞𝐫𝐯𝐢𝐜𝐞 𝐒𝐮𝐜𝐜𝐞𝐬𝐬: 𝐀 𝐇𝐨𝐥𝐢𝐬𝐭𝐢𝐜 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡 𝐭𝐨 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭! 🚀 In the dynamic world of Field Service, success isn't

 

#fsm #fieldax #fieldservicemanagement #fieldservice #fieldservicesoftware  #hvac #fieldservicelightning

2 件のコメント
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Hi #FSL Experts,

 

I have a LWC component that is displaying using a Tab in FSL mobile app. I have a requirement where I have to navigate to a different tab (Schedule tab) from LWC button in my component. However, I'm not able to know which type of Page is Schedule in FSL so I can use relevant page type in my LWC navigation.

 

Let me know what will be the Type and apiName for Schedule tab in FSL mobile app.

this[NavigationMixin.Navigate]({

type: '??????',

attributes: {

apiName: '?????'

},

});

#FSL #FSL Mobile #Salesforce Field Service #Field Service Lightning #Field Service App #Field Service Mobile Settings @Field Service Mobile

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