Skip to main content

#FSL1 discussing

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 answers
  1. Sep 29, 2025, 6:45 AM

    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.

0/9000

Hi All,

 

Has anyone found a way of emulating the FSL Mobile Android app on your Windows desktop?  I'm looking to do some hands on training of utilizing our FSL mobile app, but haven't found a steady way of either projecting my Android onto windows PC or emulating the FSL Android mobile app on a Windows machine.  Anyone had any luck in this area?

 

Thanks!

7 comments
  1. Jan 14, 7:50 AM
    I use any desk for such purposes. Sometimes also create google meet and join from both device while sharing from mobile when window device is not mine and I couldn’t install any desk
0/9000

Hello all, I was wondering if it is possible to edit the layout on this page? If it is, where can this be done? Thanks.

FSL Edit Layout on the Gantt Chart #FSL #FSL Gantt #Service Appointments #Pagelayouts

2 answers
  1. Dec 2, 2025, 10:55 AM

    Hi  

    the place to edit the gantt lightbox fields is on the field sets on work order line item object. please see the attached screehshot. 

     

    Hi the place to edit the gantt lightbox fields is on the field sets on work order line item object. please see the attached screehshot.

     

     

0/9000

Hi All,

 

Regarding making gantt - read only -I came across important warning in the document. salesforce doc.

<https://help.salesforce.com/articleView?id=pfs_custom_permissions.htm&type=5>

 

"IMPORTANT If you activate the extended permissions without first adding them to users, you make the Gantt read-only. Activation is required only once in existing orgs and is irreversible."

 

Let's assume - we have 10 dispatchers. 

1. Based on doc(https://help.salesforce.com/articleView?id=pfs_custom_permissions.htm&type=5) we created new permission set with required Custom permission. and Assign that permission Set to 8 dispatchers.

2. we activate button from -> Field Service Settings | Dispatcher Console UI | Extended Custom Permissions.

Queries:

1. does this mean remaining 2 dispatcher will be having read only gantt access forever(as mentioned above - Activation is required only once in existing orgs and is irreversible)

2. How about new users/dispatchers joining after this activation.

3.Why this button activation making gantt read only if read only if read only gantt dependant upon

"Enable Gantt Locker" permission 

4. once this read only gantt started working- everything - only from gantt part will read only? no impact on Map view and left panel list view edit/add and territory selection etc ?

 

**I am sure there should some way to handle this scenario or at least above warning/doc need some more clarification explanation before we do any action in our sandbox/Production environment. 

 

Let me know if you need any clarification from my side.

 

#FSL #FSLOfficeHours 

 

CC: @Steve Hupp @Dustin Breese @Leigh-Anne Nugent 

9 comments
  1. May 28, 2025, 12:22 PM

    Hello @Satish Nikam

    Did this custom permission works?  

     

    In our case we want to give read only access to the gantt for a certain profile. Other profiles will remain having edit access. Before I start configuring your solution in a sandbox I want to make sure if it really works. 

     

    Thanks for your feedback

0/9000

#FSLOfficeHours #FSL 

Hi All,

 

I am not able to see Skills objects in any of the FSL related permission set for one of our new implementation. for other client we are able to see skills object under dispatcher/Admin Permission . PFA screenshot.

 

As a result - I am unable Delete unused skills and getting insufficient access while deleting skills record.

 

anything missing here ?

 

CC: @Steve Hupp @Dustin Breese @Simon Kuntz 

5 comments
0/9000

😎Part-Time 100% REMOTE in the U.S. OR ANY LOCATION WORLDWIDE - FSL and/or Service Cloud Consultant - JOBS WANTED😎Those interested in part-time (extra income) and flexible schedule at a laid-back U.S. tech startup, Alchemy CRM is a Salesforce Registered Consultancy and is seeking professionals for remote/work at home. No client travels. 

 

Contact us via Recruiter@AlchemyCRM.net with a resume in word/pdf format to apply. Please provide us with any questions as well.

 

MUST HAVE VERIFIABLE AND ACTIVE FSL AND/OR SERVICE CLOUD CONSULTANT CERTIFICATIONS

 

Minimum Job Requirements:

  • Bachelor’s degree
  • 1+ years of hands-on experience in FSL OR 3+ years of hands-on experience in Service Cloud
  • 3+ years of experience as a Solution Architect and/or Business Analyst
  • 3+ years of client-facing consulting experience
  • Good English
  • Excellent oral and written communication skills
  • Less than 8-10 hours to respond to customer inquiries or issues
  • Lives by our core values: Excellence, Respect, Integrity
8 comments
0/9000

 #FSL #FSLOfficeHours 

Hi All -

 

Getting error 'Picklist choice invalid' when I am saving screen results Picklist/Radio answer in the Custom object field. Picklist/Radio Button is showing only Yes/No/N/A values to the User. Values stored correctly in the backend , but on UI I am seeing this error and unable to proceed on next screen. In other flow same setup is working as expected.

 

The flow itself works fine when clicking 'debug' on desktop, but errors out when live on the app. Have checked all the picklist choice types and all look fine, but not really clear what it is that's going wrong.

Any ideas?

 

CC: @Steve Hupp @Dustin Breese 

17 comments
  1. Oct 10, 2024, 7:03 PM

    Hey @Joshua Gilbert unfortunately I tried the link again today and getting a 404 error so I'm unable to paste the content.  @Satish Nikam perhaps you remember what update you had to make in order to get this to work?  

0/9000

I am trying to create an assignedResource with apex. When I insert the record, it shows me the following error: "Service Appointment missing schedule time on insert or update of Assign Resource"

#FSL

2 answers
0/9000
1 comment
  1. May 7, 2024, 6:25 AM

     There isn't a direct way to hide specific fields within the Field Service Mobile (FSM) app by modifying the page layout used on the web.

     

     Create a custom list view in Salesforce that excludes the fields you don't want users to see in the FSM app. 

     

    if it helps, set as best answer

0/9000