Learn how to set up Document Builder and start creating service documents.
Required Editions
Available in: Lightning Experience.
The Field Service core features, managed package, and mobile app are available in
Enterprise, Unlimited, and Developer Editions.
Document Builder is the Field Service solution for service documents. You can enable both
Document Builder and Service Reports for your company, but you can assign only one feature,
Service Reports or Document Builder, to each user. When you give a user the permission to use
Document Builder, the Service Report button is hidden for them and they can’t access Service
Report features or templates
From Setup, in the Quick Find box, enter and select Field Service
Settings.
Select Enable Document Builder.
A notification informs you that Salesforce is registering your org. A few minutes
later an email notification lets you know whether you’re registered. After you’re registered,
you can start creating service document templates. Only Salesforce admins, with access to the
Setup menu, can access the builder experience and build service document
templates.
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