Manage Field Service Permissions
Give your team access to Field Service features. Create and assign standard permission sets and permission set licenses. Then add customizations to suit your business needs.
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. |
- Get to Know Field Service Personas
Learn about the different user personas in a typical field service implementation. Use standard and custom permission sets to tailor Field Service to your users’ needs. - Field Service Permission Set Licenses
Permission set licenses are required for some Field Service users to interact with settings, the Classic Dispatch Console, and other features. Learn how permission set licenses match to different groups of users. - Create Field Service Permission Sets
Create Field Service permission sets from the Field Service Admin app. - Assign Field Service Permissions
After you create your field service permission sets, give users the permissions they need to complete their field service tasks. You can assign permissions in Setup or in Guided Setup. - Set Custom Permissions for Field Service
The Field Service managed package includes custom permissions that control users’ access to actions and views. For example, you can control access to bulk actions, such as dispatching, optimizing, and scheduling, or the ability to drag appointments in the Gantt. - Assign Field Service Page Layouts
The Field Service managed package provides standard object page layouts that include field service Visualforce components and Chatter actions. Assign these page layouts to the System Administrator and Standard User profiles. - Clone and Assign Page Layouts
When you complete the steps in Set Up the Basics in Salesforce Go, you can clone page layouts and assign them to specific user profiles. Clone and assign page layouts to efficiently give your admins, dispatchers, and technicians access to the information and tools relevant to their job function. - Limit Access to Field Service Records
When you install the Field Service Managed Package, org-wide default sharing settings are set to Public Read/Write for the Work Orders, Work Order Line Item, and Service Appointment objects. Therefore, all users can view and update these records even if the records are owned by other users. However, most Field Service customers choose to limit access to these records so that their team members see only the records that are relevant to them and on a need-to-know basis, for example, a dispatcher with access only to service appointments for the service territories that they manage.
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