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ADITYA KUMAR KANNAUJIA (Senior Associate Consultant at Infosys) asked in SFS Document Builder 2.0 Open Beta
Apr 26, 2024, 2:33 PM
Can' we create service document template from Work Order object in Mobile?

I have created document builder template from Work Order object. On the desktop it is showing totally fine.The templates are getting created but I am not able to see Create Service Document button on the Actions bar of the Work Order.

 

FYI 

 

I have added that button on the Salesforce Mobile and Lightning experience actions.

Can' we create service document template from Work Order object in Mobile? Also I have provided all the permission set requires to the Technician.

 

Field Service Document Builder Dispatcher 

Field Service Document Builder Mobile 

Field Service Document Builder Standard  

Field Service Document Builder - Custom permission as written on the https://help.salesforce.com/s/articleView?id=sf.fs_document_builder_perm_sets.htm&type=5

 

Please help me out if anyone have any leads on this. 

 

#Salesforce Developer #Salesforce Field Service @Joshua Tan  #FSLOfficeHours #Field Service Mobile Settings

2 answers
  1. Rimvydas Češkevičius (Girteka)
    Feb 3, 2025, 9:26 AM

    You can enable both Document Builder and Service Reports for your company, but you can assign only one feature, Service Reports or Document Builder, to each user. When you give a user the permission to use Document Builder, the Service Report button is hidden for them and they can’t access Service Report features or templates. You can continue to use Service Reports, but we suggest adopting Document Builder to build more branded, customized, and dynamic service documents.  https://help.salesforce.com/s/articleView?id=service.fs_document_builder_about.htm&type=5

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Sabina Anand (Salesforce) posted in #SF Implementation Partner
Apr 25, 2024, 5:25 PM

👋 Seeking customers who have feedback on the Field Service Implementation Process!

 

Hi folks! @Aleksandr Kalenchits and I are product managers working on a Time to Value project to help customers go live with Field Service faster, and continue to derive value from the product post go-live.

 

We're looking to speak to customers who have either self-implemented or who have tried to adopt new Field Service features after going live. We'd also be interested in speaking to customers with unique implementation journeys (very fast and/or very slow). If you would be willing to speak with us, please shoot us an email at s.anand@salesforce.com and akalenchits@salesforce.com.  Thank you in advance!

 

#SF Implementation Partner #Post Implementation Support #Go-live #Salesforce Field Service #Field Service Mobile Settings #Field Service Product Management 

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Gobinath A (Co-Founder & CMO at Merfantz Technologies Pvt Ltd) posted in #Fieldax
Apr 3, 2024, 7:01 AM

🚀 Is the Role of a Salesforce Admin Becoming Obsolete? Let's Dive In! 💼

 

🚀 Is the Role of a Salesforce Admin Becoming Obsolete? Let's Dive In! 💼 In a rapidly evolving tech landscape, the future of Salesforce admin jobs is under the microscope.

 

In a rapidly evolving tech landscape, the future of Salesforce admin jobs is under the microscope. With automation and AI reshaping industries, some wonder if these roles are headed for extinction. This article explores the current state and outlook for Salesforce administrators, covering everything from job market trends to evolving responsibilities. Let's unpack the key insights and dispel the myths! 🛠️

 

🔑 Key Takeaways:

- Salesforce admin jobs remain in high demand, with recent job postings offering competitive salaries.

- Automation and AI are transforming admin roles, creating opportunities for strategic tasks and advanced integrations.

- The Salesforce ecosystem is expanding, requiring admins to evolve their skills beyond basic administration.

- Continuous learning and certification are crucial for staying relevant and competitive in the job market.

 

📈 The Current State of Salesforce Administration Jobs:

- Demand for Salesforce expertise continues to grow, with companies seeking candidates with technical skills and business acumen.

- Salesforce Admin certification is frequently listed as a requirement for job candidates.

- Automation is streamlining routine tasks, shifting admin roles towards more strategic activities.

 

🛣️ The Evolution of Salesforce Admin Responsibilities:

- Salesforce admins are no longer just data custodians; they're strategic partners in business optimization.

- The role encompasses complex system integrations, user management, and data integrity maintenance.

 

💡 Understanding the Salesforce Ecosystem:

- Salesforce offers more than basic administration, with customizations and integrations playing a crucial role.

- Admins must understand and leverage the platform's capabilities to support complex business workflows.

 

🚀 The Future of Salesforce Administration:

- Admin roles are evolving, not disappearing, with a focus on strategic insight and system optimization.

- Continuous learning and adaptation are essential for admins to stay relevant and thrive in their careers.

 

🌟 Strategies for Career Growth:

- Stay updated with the latest Salesforce releases and features.

- Expand expertise beyond administration by learning about Salesforce development and architecture.

- Cultivate soft skills like project management and communication for leadership roles.

 

🔗 Ready to Elevate Your Salesforce Admin Career? Join the conversation and share your thoughts on the future of Salesforce admin jobs! 💬 

 

If you are looking for any AppExchange products to optimize field service operations, check out FieldAx.

Appexchange Link : https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000ErDrOUAV

 

Gobinath A

Co-Founder & Chief Marketing Officer

Merfantz Technologies Pvt. Ltd |  FieldAx

 

#Fieldax #Field Service Mobile Settings #Fieldservicemanagement #Fieldservicesoftware #Fieldservicelighting #Salesforce Developer #Salesforce Admin #Salesforce

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Himanshu Maheshwari (Technical Architect at HCL Technologies) asked in Field Service Mobile
Mar 4, 2024, 10:11 AM
Navigate to Schedule Tab from LWC in FSL mobile app

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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Rob Lewicke (Sr. Salesforce Administrator, Automotive Technology at AAA Club Alliance) asked in #Trailhead Challenges
Feb 24, 2024, 7:26 PM
Is there a way to remove the Take Video option when creating a post from the FSL mobile app?

In our FSL mobile app we have an option on the work order to post to the feed and there are 3 options to add a picture: Gallery, Take a photo and Take a video. Is there a way to restrict or remove the Take Video option? 

 

#Trailhead Challenges  #Field Service Lightning  #Field Service Mobile Settings

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MaheshKumar Kanne (Salesforce Administartor at Wipro) asked in #Salesforce Admin
Feb 26, 2024, 10:35 AM
How to create a new profile with salesforce as user license, already used existing two profiles

how to create a new profile with salesforce as user license? where I have used existing two salesforce user license for two profiles

 

#Salesforce Admin  #Trailhead Challenges  #Field Service Mobile Settings

4 answers
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Martin Falkenberg (Vamo) posted in * Salesforce Field Service *
Dec 10, 2020, 2:59 PM

Hello community,

 

currently we have two different versions of a flow active for two different groups of users

Group A: Test users for new flow version Flow 2.0

Group B: Users who still work with old flow version Flow 1.0

 

We assigned a cloned profile to group A and differentiated the settings in FSL app by having different Field Service Mobile Settings.

 

Question: How can we enforce that a user's FSL Mobile Settings are updated on his/her smartphone? Currently we only saw the option to tell the users to clear their cached metadata, close the app and reopen. Obviously this is nothing we thrive for for thousands of users (Group B).

 

Thank you for your help and ideas

 

Best

Martin

3 comments
  1. Dustin Breese (Salesforce)
    Dec 11, 2020, 4:31 PM
    Ideally the value should be as long as possible to avoid having to re-download the metadata which is an expensive network hit. I'd say set it to 1 day until things are stable and how you want it, then bump it back up.
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Michal Baranec (Head of CX Consulting at FLO) posted in * Salesforce Field Service *
Oct 30, 2019, 8:53 AM

Hello,

 

How can we translate App Extension labels in Field Service Mobile Settings?

 

Thanks

2 comments
  1. Brian Ferguson ☁️ (ABFCRM)
    Oct 30, 2019, 4:09 PM
    The approach we took was to use Quick Actions to launch our Flows. This allowed us to Translate these using Translation Workbench.
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