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            Customize Field Service Appointment Chatter Settings

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            Customize Field Service Appointment Chatter Settings

            In Field Service, control whether custom Gantt Chatter posts, dispatch posts, and emergency posts are shared on service appointments or on service appointment parent records.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.

            Package icon This is a Field Service managed package feature.

            The Field Service mobile app’s Feed tab is supported for work orders and work order line items, but not for service appointments. This means that app users can’t see posts on a service appointment’s feed unless they know to navigate to the appointment from its associated work order. Posting Chatter posts to the parent record’s feed boosts their visibility for mobile app users.

            Note
            Note As of Spring ’26, Chatter is disabled by default in new Salesforce orgs. To use the Field Service Managed Package, you must Enable Chatter in the Chatter Settings page in Setup.

            Customize Dispatch Chatter Settings

            When an appointment’s status changes to Dispatched, the assigned resource is notified in a Chatter post. Control where these messages are posted.

            1. From the App Launcher, find and open the Field Service Admin app, and then click the Field Service Settings tab.
            2. Click Dispatch | Scheduled Jobs.
            3. In the Dispatch Chatter Post Destination field, select Service Appointment Feed (the default option) or Parent Record Feed.
            4. Save your changes.

            Customize Emergency Chatter Settings

            When a service resource is assigned to an emergency service appointment, they're notified in a Chatter post. Control where these messages are posted.

            1. From the App Launcher, find and open the Field Service Admin app, and then click the Field Service Settings tab.
            2. Click Global Actions | Emergency Wizard.
            3. In the Emergency Chatter Post Destination field, select Service Appointment Feed (the default option) or Parent Record Feed.
            4. Save your changes.

            Customize Gantt Chatter Settings

            A dispatcher can write a Chatter message for a service appointment from the Gantt by selecting Chatter | Custom message in the appointment’s action menu. Control where these messages are posted.

            Note
            Note To access Chatter from the Gantt, feed tracking must be enabled for the Service Appointment object. See Customize Chatter Feed Tracking.
            1. From the App Launcher, find and open the Field Service Admin app, and then click the Field Service Settings tab.
            2. Click Dispatcher Console UI.
            3. In the Gantt Chatter Post Destination field, select Service Appointment Feed (the default option) or Parent Record Feed.
            4. Save your changes.
            Note
            Note To turn on in-app notifications for mobile app and Lightning Experience users, see Enable Field Service.

            See Also

             
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