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            Assign the Permissions for Handling Service Resource Absences in the Legacy Agentforce Builder

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            Assign the Permissions for Handling Service Resource Absences in the Legacy Agentforce Builder

            Give your mobile workers the required permissions.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations, or Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition.

            Service Resource Permissions

            Assign these permission sets to your mobile workers.

            • Access Agentforce Default Agent
            • FieldServiceMobileStandardPermSet
            • Field Service Mobile License
            • Field Service Resource License
            • Field Service Resource Permissions
            • RunFlow

            Object Permissions

            Give your mobile workers access to these objects.

            • Appointment Dependencies: Read
            • Assigned Resources: Read
            • Engagement Topics: Read, Edit, Create
            • Operating Hours: Read
            • Resource Absences: Read, Create, Edit
            • Scheduling Policies: Read
            • Scheduling Policy Objectives: Read
            • Service Appointments: Create, Read, Edit, View All Records
            • Service Resources: Read, View All Records
            • Service Territories: Read, View All Records
            • Service Territory Members: Read

            Service Appointment Sharing

            • To let the service resources view and modify service appointments assigned within their service territory, set up a Sharing Rule for the Service Appointment object with Read/Write or Read/Edit access. Assign the Sharing Rule to users based on their Service Territory Membership.
            • To let the dispatcher/admin assign service resources to service territories and manage the associated sharing, confirm that the profile or permission set used by the dispatcher/admin allows them to manage territory assignments and sharing rules.
            • For testing purposes, as an admin, verify that a service resource can see and edit a service appointment assigned to them in their primary service territory.
             
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