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Nathaniel Mathew (Associate Consultant na Diabsolut) perguntou em * Salesforce Field Service *
24 de ago. de 2022, 09:59
How to remove the 'edit' and 'delete' actions for Assigned resources on the Service Appointment related list

Hi, I am currently unable to find a way to remove the access to the mentioned actions on the Assigned resource related list. I have checked the profile permissions and page layouts but have had no luck. There does not seem to be any "Read/Write/Edit/Delete" permissions available on the profile for Assigned resources, which is why I would assume that it is inherited from the Service resource object, however, I have had no luck so far. Please assist.

How to remove the 'edit' and 'delete' actions for Assigned resources on the Service Appointment related list

9 respostas
  1. Ruchit Patel (Cognizant) Forum Ambassador
    24 de ago. de 2022, 11:36

    Hello @Nathaniel Mathew you won't see those option because it is child object in Master-detail relationship so it will inherit the settings from Master object.

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Azitha Garlapati (Salesforce Developer na Techoauth Solutions)
Ontem 21:51
Do we have any limitation in Salesforce that events more than 14 days cannot be upserted ih the FSL Package
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Bat-Hen Roda perguntou em * Salesforce Field Service *
23 de jun., 15:24
Add Work Plans From Mobile App

Hi Everyone, 

I need to add an option to create work plans in the FSL mobile app. 

I have created a flow based on "Field Service Mobile Flow" type, but I am experiencing some limitation and cannot proceed with the implementation.  

Has anyone found a solution for this?    

@* Salesforce Field Service * 

3 respostas
  1. Heiko Lindner (Privat) Forum Ambassador
    26 de jun., 08:30

    @Bat-Hen Roda would be really helpful, if you can add some more details/ informations about your limitations. thanks

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Deyvid Gonçalves Lins (Development na V.TAL) perguntou em * Salesforce Field Service *
24 de jun., 12:45
Agentic Chat requires a Foundations license and perm.

Hi! 

 

I'm receiving this message in my VS Code when trying to use AgentForce. I'd like to understand which license is needed to use it, or if it has expired. Because I've already assigned the permission sets for the AgentForce and Einstein licenses and it doesn't work. The error persists. 

 

Message: Agentic Chat requires a Foundations license and perm. Contact your admin to enable access. 

3 respostas
  1. Karanjit Singh
    25 de jun., 04:14

    You likely need Salesforce Foundations enabled plus the required Agentforce Vibes/Agentic Chat permission, especially View All Data

    . 

      

    Please note, Agentforce and Einstein permission sets alone may not satisfy this error. 

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Deyvid Gonçalves Lins (Development na V.TAL) perguntou em * Salesforce Field Service *
24 de jun., 14:22
FSL Candidate List recommends a farther technician even when all scheduling factors appear identical

Hello everyone, 

 

I'm trying to understand the recommendation logic used by FSL when displaying candidates in the Gantt. 

 

In my scenario, three technicians are returned as candidates for the same Service Appointment. All of them receive the same grade (100/100), but FSL recommends Technician C instead of Technician A. 

 

What I've already validated: 

 

• Same Skills and Skill Levels 

• Same Service Territory 

• Same Operating Hours 

• Same Efficiency settings 

• Same Work Rules 

• Same Scheduling Policy 

• Same Resource Availability 

• Same Grade (100/100) 

 

The only difference I've identified so far is their starting location. However, Technician A is actually closer to the Service Appointment than Technician C. Additionally, Technician A's last known location is also closer to the activity. 

 

As shown in the screenshot, all three resources have a score of 100/100, but the system recommends Technician C. 

 

My questions are: 

 

1. When multiple candidates have the same grade, what tie-breaker logic does FSL use? 

2. Does the Candidate List use factors that are not reflected in the displayed grade? 

3. Could travel calculations, optimization settings, resource priority, or another hidden factor influence the recommended candidate? 

 

 

FSL Candidate List recommends a farther technician even when all scheduling factors appear identical

 

 

Any guidance on where to investigate would be appreciated. 

 

Thank you.

3 respostas
  1. Heiko Lindner (Privat) Forum Ambassador
    26 de jun., 08:35

    The reason are the service objectives I mean. If you choose a different scheduling policy, it could change the score.  

    You can check the service objectives in the field service setting tab => guided setup => customize scheduling policies the settings. Play around a bit to get the expected result you want.  

     

    The reason are the service objectives I mean. If you choose a different scheduling policy, it could change the score.

     

     

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Shiksha Chourasia (Senior Manager na Accenture)
17 de jun., 07:59
Hi everyone want to check if any of you have been using Appointment Assistant with Field Service and your experience on the same?

We have implemented the solution for one of our clients but have had several issues on the same and even though it works now would want to understand if others think the same or there are any best practices that can be incorporated going forward    

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Erik Peterson (Salesforce Administrator na Tuff Shed)
23 de jun., 22:07
tracking service resource location over the course of 3 years

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?   

1 resposta
  1. Henry Collins (SIP Calculator)
    23 de jun., 22:18

     If Collect Service Resource Geolocation History has been enabled continuously, then you should have historical location records available from the point it was turned on. Whether you can see data from 2–4 years ago depends on your org's data retention policies and whether any cleanup/archive processes have removed older records. 

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Michael McCarthy (Help Desk II na Heat and Control)
19 de jun., 21:04
Update Pricebooks and rates for Service Estimates?

Hey Trailblazers, 

 

Question for the collective! We have 15 Product Families in our Field Service instance and 10 different rate charges as well as 6-10 different Price books that all need to be updated with a new rate. How is everyone going about updating their multiple price books? We were advised to use Apex code, but it looks to be 750 different files from what we were advised, that would need to be created, and that doesn't make a lot of sense to us. Please advise on what you all have done to make things work for you! 

 

Thanks so much.  

 

#Salesforce Field Service

1 resposta
  1. Sandip Patel (United Techno Solutions)
    21 de jun., 03:57

    @Michael McCarthy

     

    This is a data job, not a coding job. No Apex needed.  

    You're updating PricebookEntry records. Each one is just a Product plus a Price Book plus a price. Lots of records, but still just records. Data Loader handles this.

    Three steps:

    Export first. Pull every PricebookEntry with Id, Pricebook2Id, Product2Id, UnitPrice. The Id is the key column. It lets you update in place instead of making duplicates.

     

    SELECT Id, Pricebook2Id, Product2Id, UnitPrice FROM PricebookEntry

    Edit in spreadsheet. Open the export, change UnitPrice to your new rates. Sort by product family and price book, apply the right rate to each group. Your 15 families and 10 charges get sorted out here in a few minutes.

    Load back in. Run Data Loader Update (not Insert), match on Id. One job. Thousands of records updated in one pass. 

    Few things to watch:

    Test in the sandbox first. Price changes ripple into quotes, work orders, and estimates. See it work safely once, then repeat in production.

    Standard price book matters. Custom price book entries need the standard entry to exist. You're updating existing entries, so this shouldn't cause issues, but Data Loader's error file will flag any that do.

    If this repeats yearly, save your Data Loader mappings. Next year is push-button. That's the only automation you need. Still not Apex.

    Where the Apex advice came from: code only makes sense if rates must recalculate automatically based on business logic. Even then, one Flow or one trigger does it, not 750 files. For a bulk rate refresh, Data Loader is the tool. An afternoon of work, not a dev cycle. 

    -SP

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Sage Meleney (Senior Salesforce Administrator na CPM Manufacturing) perguntou em * Salesforce Field Service *
16 de jun., 18:16
Custom filters in new Scheduling Console?

We are testing out the new Scheduling Console to see if it will be a worthwhile replacement to the "Classic" Field Service tab/gantt, and one huge issue we're trying to find a solution for now is that we can't seem to figure out how to create custom Service Resource filters. The way it worked in the classic console was to add the filter fields to the Field Set in Setup, but I can't find any way to achieve this in the new Scheduling Console. Is it possible, and if so how?

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Hendrik Verbeek (Salesforce Functional Consultant na Evolve CRM Ltd) perguntou em * Salesforce Field Service *
16 de jun., 22:15
New Scheduling Console: Equivalent to "Show Working Resources Only" gantt filter?

In the classic Dispatcher Console/Gantt there was a filter option to "Show Working Resources Only", which was very useful for hiding resources that weren't actually rostered or available on a given day.New Scheduling Console: Equivalent to

We're currently testing the new Scheduling Console and I can't seem to find an equivalent feature. The available resource filters appear to be limited to things like Resource Type and Skills.image.png

Has anyone found a way to achieve the same result in the new Scheduling Console and filter out non-working resources from the Gantt (e.g. resources with no shift or no operating hours on the selected day)? 

 

Or is this functionality not yet available / on the roadmap?

 

Thanks!

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