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#Salesforce Field Service47 人がディスカッション中

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

     

     

0/9000

Hello.  

We have turned on Account Plans in our Sandbox environment. For the Relationship Map we would like to somehow show a parallel org chart. For example. The CEO of Google and the CEO of our company Syska Hennessy Group. Is this possible?  

 

It seems that the native Salesforce Account plans is limited regarding customization.  

Please let me know if further information is needed.  

 

Is there another account plans tool that is recommended that offers more flexibility to make customizations? 

 

Thank you,  

Nancy 

 

 

 

#Account Planning  #Salesforce Admin  #Systems Administrator  #Salesforce  #Salesforce Developer  #Salesforce Field Service  #Salesforcecommunity  #Salesforceadmins

5 件の回答
  1. 9月8日 12:10

    @Nancy MagalhaesOne limitation I’d consider is the underlying data model: the native Relationship Map is primarily account/contact relationship-focused, so a true side-by-side “customer org + our internal org” hierarchy is difficult to maintain dynamically.

    If this is a recurring sales use case, I’d model the internal stakeholders and customer contacts as related records with an explicit relationship type (Decision Maker, Executive Sponsor, Account Owner, etc.), then surface those relationships through a custom LWC. That would keep the visualization data-driven instead of relying on manually added cards, while still keeping everything inside Salesforce.

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Hi all,

I'm trying to use Maintenance Plans, specifically the "Generate on a floating schedule" functionality. My understanding is that this should allow the system to reschedule subsequent Work Orders based on the completion date of the previous one.

Here is my scenario and what I am trying to achieve:

  • I set the frequency to every 30 days (on the Maintenance Work Rule, linked to the Maintenance Asset).
  • The first Work Order (WO-1) is scheduled for November 15.
  • The next Work Order (WO-2) is therefore initially planned for December 15.

My expectation (the "floating" logic):

  • Scenario A: If I complete WO-1 early on November 10, the next Work Order (WO-2) should be automatically rescheduled for December 10 (30 days after the new completion date).
  • Scenario B: If I complete WO-1 late on November 20, the next Work Order (WO-2) should be rescheduled for December 20.

The Problem: I have run several tests, but it seems that the SuggestedMaintenanceDate on the next Work Order never gets updated. It always stays at the original December 15 date, regardless of when I complete the first Work Order.

My Questions:

  1. What configuration am I missing to make this floating schedule logic work correctly?
  2. Which specific DateTime field on the completed Work Order does the system use to trigger this recalculation? Is it the EndDate on the Work Order object, or the ActualEndTime from the related Service Appointment?

Thanks so much for your help,  Salvatore

@* Salesforce Field Service * 

4 件の回答
  1. Heiko Lindner (Privat) Forum Ambassador
    9月7日 19:02

    @Joelle Greene can you please give some more context and details, what you want to achive. Thanks

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Hello.  

 

Are there any trailhead recommendations that I can take for Einstein Activity Capture.  

I am looking to get this turned on for our firm.  

 

 We use Outlook.  

 

Thank you, 

Nancy 

 

 

 

#Systems Administrator  #Salesforce Admin  #Salesforce  #Salesforce Field Service  #Salesforcecommunity  #Salesforceadmins  #Einstein For Service

1 件の回答
  1. Smitha Thomas (CIBC) Forum Ambassador
    9月4日 20:01
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I disabled the Calculate travel and breaks setting in Field Service Settings but the travel time is still being calculated!!

Is there any other settings that I missed that would allow me to prevent the travel time calculation?

5 件の回答
  1. 2023年3月3日 14:52

    So I don't recall ever having to do this, but you might try disabling the routing methods to see if that has any impact at all.  Usually that checkbox for Calculate Travel and Breaks should do the trick, at least in my experience.

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Hi all, in the Field Service mobile app (iOS), the Schedule tab appointment card shows the date month-first

("Tuesday, Aug 25, 2026") instead of UK day-first ("25 Aug 2026"). The times on the same card are fine (24-hour), so it's just the date ordering. 

 

Org Default Locale, the mobile user's Locale, and the device Region are all English (United Kingdom)

(ICU formats). There's no date-format option in Field Service Mobile Settings. 

 

Is this a known issue, and is there any supported way to control the date format on the card?

Thanks! 

 

Why does the Field Service mobile Schedule card show US date format (

 

 

 

#Salesforce Field Service

1 件の回答
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Hi,

I have created the document builder template and has given the necessary permission sets but still service document action is not visible in field service mobile app. Can anyone help me with this,What I am missing?

7 件の回答
  1. 8月26日 7:51

    @Heiko Lindner

    so In FSL mboile app we can find this button under service report not specific object am I right even though we have added it specific object page layout.

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Hello,  I need to see where a service resource's location was 2 years ago.  I do have 'Collect Service Resource Geolocation History' enabled.  Will this allow me to report on the service resources location in the past 2-4 years?   

2 件の回答
  1. 8月26日 5:47

    I m having issue creating a report to the geolocation of all service resources in the past.  I'm fairly new to Field service cloud but with the help of AI , I have checked things are turned as required to get this report but my report is still not showing previouse Geolocation from the service report history.  I also read that Apex or flow is required in order to get report on past geolocation of any resources.   

     

     

    Can someone please help? 

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@* Salesforce Field Service *

is this a limitation the for section is disappear.  

I have attached image unable to see the field section name, 

Can anyone tell it is salesforce standard limitation, if limitation means anyone send me the salesforce document that could be really helpful for me. 

 

Thanks in advance!

 

FSL Mobile app field section name dissappear.

3 件の回答
  1. Heiko Lindner (Privat) Forum Ambassador
    5月26日 8:22

    @Vanitha R that's working as designed. Sections will not be displayed within the SFS App.

0/9000

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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