* Salesforce Field Service *

Calling Field Service customers: help shape the future of AI-first work in Salesforce

We're looking for Field Service customers who are curious about letting business users get their work done through an AI interface, instead of navigating the Salesforce UI. 

Here's what that could look like:

• Field service managers overseeing teams of 5 to 30 employees, who can rebalance the day's schedule in a conversation with AI interface when someone calls out sick
• Executives building their own dashboards to monitor and analyze first time fix trends, without waiting on a report request
• Dispatchers building their own dispatcher console, or completing their daily work by simply talking to an AI assistant

We'd love to bring a small group of customers in as

. You'd get an early look, and your real-world workflows would directly shape what we build. 

Add a comment in this thread and I'll follow up with a DM to share next steps. 

We're using Field Service with Data Capture forms (DDC flow). When a form is submitted, it closes the Work Order and the related Service Appointment. 

• A technician starts a form in the field and pauses it, leaving it partially complete.
• A back-office analyst has desktop access only. They need to open that paused form with every value the technician already entered, finish it, and submit it from desktop. Submitting should trigger the same Work Order and Service Appointment closure.

Problem

• The mobile flow supports pause/resume.
• The desktop DDC flow has no pause/resume. Launching it starts a brand-new run with blank values, so the analyst can't see the technician's partial data.

Questions

1. Is there a supported way to resume a paused Data Capture session from desktop, or to load the technician's saved values into the desktop flow?
2. Where is the paused form's data stored (which object or records), and can a flow read it to prefill the desktop run?

Hi everyone! 

I have currently a requirement to navigate the users from a push notification to a LWC. According to this help article, this is possible since the latest winter release

We have a record-triggered flow which basically informs via custom notification that the users timesheet was denied. If the tech in FSL App clicks on that notification, it should lead to a LWC which displays the rejected timesheet (so not the standard Timesheet view) 

In my flow, I have edited the following in

:  

{ 

  "type": "standard__component", 

  "attributes": { 

    "componentName": "c__timesheetdetail" 

  }, 

  "state": { 

    "c__id": "{!

}" 

  } 

} 

timesheetdetail is the name of the LWC I want to navigate. It has lightning__tab in its js-meta.xml file. 

I have also set up a lightning component tab in setup as "Timesheet_Tab" and tried this many times. 

Both solutions do not work and I fail to understand why. When I test it in sandbox, nothing happens when clicking on the notification. 

Am I missing something? 

Best regards 

Dave

Hi community! 

I added the 'Create Service Report' lightning action the de Service Appointment Page Layout. This way the back-office user is able to generate a new service report if needed. That part works great.

The 'Service Report Preview' panel has two buttons: 

• Create and Send Service Report
• Create Service Report

For our scenario we want to remove the first button which triggers the Global Email action after the Service Report is generated. This functionality is unwanted since all e-mail communication from within Salesforce is guided through the Case Feed. Enabling the global email action will cause unwanted side effects in the process of case handling (i.e. Quick Texts, email-to-case). There is no requirement for e-mailing from immediately the preview screen. 

Leaving the button in place will likely cause more problems than it would solve. 

• After some documentation diving I was unable to locate a setting or permission for this. Am I missing something here?
• I tried CSS (from component on Service Appointment page and static resource from Field Service Settings) but was unable to get to the elements on the Service Report Preview panel. 
• I was unable to locate the source of the panel (serviceReportTemplateDataViewer.apexp) to estimate if a modified clone might be an option.

It is annoying because every time a user hits that button a message is thrown that gives the impression that something is missing: "Email isn't set up yet. Ask your admin for help." 

Has anyone been able to hide the 'Create and Send Service Report' button?

Thanks for any help!

Regards, 

Maarten