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            Exclude Specific Mobile Workers From Location Tracking

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            Exclude Specific Mobile Workers From Location Tracking

            Individual mobile users can turn off location tracking for the Field Service mobile app from their phone’s operating system settings. To exclude specific mobile workers from tracking, such as when not all members of your workforce are legally protected against geolocation tracking, take these steps.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
            To access the Field Service mobile app, users need the Field Service Mobile user license.
            User Permissions Needed
            To configure resource tracking: Customize Application
            To assign permission sets: Assign Permission Sets
            1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
            2. Create a permission set for users that you want to exclude from geolocation tracking.
            3. Give the permission set a label and under License, select Field Service Mobile.
            4. Save the permission set.
            5. From the settings of your new permission set, click System Permissions.
            6. Click Edit and select Exclude Technician from Geolocation Tracking.
            7. Save your changes.
            8. Click Manage Assignments, and then click Add Assignment.
            9. Select the users that you want to exclude from geolocation tracking, and then click Assign.
             
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