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#Salesforce Field Service47 discussing

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 answers
  1. Mar 3, 2023, 2:52 PM

    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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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

1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Yesterday, 9:09 PM

    Hello @Nancy Magalhaes

    all components I know focus on displaying the concerned account org hierarchy. I am not aware of any component displaying both in the same page. Maybe you would need a custom lightning page and 2 components (one for the current record organization), one displaying your company organization, but in this case how to link both trees, or make one scroll if I scroll in the other one... I think that the solution  would be to enrich contact records with proper contact owner (or another user lookup field) to display on your component. That works on 1..1 case ; for 1..N links that will not be enough... 

    Eric

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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 answer
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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 answers
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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 answers
  1. Aug 26, 5:47 AM

    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 answers
  1. Heiko Lindner (Privat) Forum Ambassador
    May 26, 8:22 AM

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

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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 answers
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Hello everyone,

 

As I understand it, users with a Contractor License do not have access to the SFS mobile app. The Contractor license is more a Salesforce Cloud Experience license. Can Contractor users be exposed to Work Plans and Service Appointments?

6 answers
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Hi everyone,

I am trying to remove/replace a button (specifically the native Add Products Consumed / Products tab action) from the Salesforce Field Service (SFS) Mobile App, but none of my changes are taking effect on the mobile app.   

Here is what I have tried so far:   

  1. Page Layouts: I edited the assigned Work Order and Service Appointment page layouts via Object Manager, removed the related action/buttons from the Salesforce Mobile and Lightning Experience Actions section, and saved.
  2. Salesforce Article Workaround: Followed the official SF documentation (removing Products Consumed and Required Products related lists from Page Layouts), but the button/tab still appears on the mobile app.
  3. Field Service Mobile Settings: Checked Setup > Field Service Mobile Settings, but we are currently using the default system configuration (no custom Mobile Setting record exists yet, and I would prefer not creating a new one if possible).
  4. Mobile Cache: Forced a full Data Sync and cleared cached metadata on the technician's mobile device (and re-logged).

Questions: 

 

  1. Is there a specific hidden dependency or Page Layout assignment required to override standard mobile actions on Service Appointments / Work Orders?
  2. Can native SFS mobile buttons/tabs be hidden or swapped without creating a custom Field Service Mobile Setting record?
  3. Has anyone successfully removed/replaced this button recently on the SFS Mobile App?

Any advice or pointers would be greatly appreciated!

Thanks in advance!    @* Salesforce Field Service * 

2 answers
  1. Heiko Lindner (Privat) Forum Ambassador
    Aug 17, 2:21 PM

    hey @Simbil Nessek

    sometimes you have to logout and re-login again to see page layout changes. Most of the time, you have to remove the actions and related lists from the classic layouts. If the actions or buttons still visible, you can remove permissions of objects and/ or fields. If you don't need the inventory on your mobile, you can remove the read on the location field on service resource records of the current users. 

    In addition, you can use the Field Service Mobile App Builder to create you own configuration without the inventory tab.

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Hello everyone, good morning! 

 

I'm using the Overlapping Flow, but I've noticed that when the overlap is caused by an absence, the flow doesn't run. Does anyone know if this is expected behavior or if there is any configuration required for it to work with absences?

I've already handled the logic in the Flow. We have the Absence Type

variable available in the Flow, so if the overlap is caused by an absence, I would like the Flow to execute as well. However, it only runs when the overlap is caused by another appointment. 

 

Thanks in advance!  

 

@* Salesforce Field Service *

6 answers
  1. Aug 17, 12:08 PM

    Hi Raj, I’ve uploaded screenshots of the part of the flow I customized; it works for Service Appointments, but it doesn't follow the flow for Absences 

    Hi Raj, I’ve uploaded screenshots of the part of the flow I customized; it works for Service Appointments, but it doesn't follow the flow for Absences

     

     

    Captura de tela 2026-08-17 090542.png

     

     

    Captura de tela 2026-08-17 090532.png

     

     

    Captura de tela 2026-08-17 090521.png

     

     

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