Learn More About Field Service Mobile Settings
Customize your Field Service Mobile Settings configurations to suit your users' needs.
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. |
Field Service Mobile Settings
| Setting | Description |
|---|---|
| Information | |
| Label | The name of the Field Service Mobile Settings configuration. |
| Name | The developer name of the Field Service Mobile Settings configuration. |
| Default | Each user profile can be associated with only one Field Service Mobile Settings configuration. If selected, the configuration is used as the default that's automatically assigned to users. |
| Branding Colors | See Brand the Field Service Mobile App. |
| Additional Settings | |
| Collect service resource geolocation history | Controls whether geolocation tracking of services resources is enabled. |
| Collect time zones for time sheet entries | Controls whether time zones of work locations are captured on time sheets. |
| Destination Type | Determines if the mobile worker navigates to the destination based on the address or the latitude and longitude. The map always uses latitude and longitude for the destination. |
| Display resource absences in Schedule view | Sets whether resource absences are combined with other work in the Schedule page of the app. |
| Enable full edit on records | Controls whether users can edit records using the Field Service mobile app. |
| Enable mobile time sheets | Controls whether users can access time sheets on their mobile devices. |
| Enable Feed | Controls whether the users can see the feed tab in Field Service mobile app. |
| Enable Feed Priming | Controls whether the users can download feed posts for offline use during data sync. If disabled, users can view feeds only when they're online. |
| Geolocation Accuracy | Controls the accuracy of service resource geolocation tracking. Lowering accuracy reduces battery consumption for mobile devices. The options are:
|
| Geolocation Accuracy (Background Mode) | Controls the accuracy of service resource geolocation tracking while the app is running in the background. Lowering accuracy reduces battery consumption for mobile devices. The options are:
|
| Geolocation Update Frequency in Minutes | Controls the frequency between attempts to retrieve service resource geolocation updates. |
| Geolocation Update Frequency in Minutes (Background Mode) | Controls the frequency of attempts to retrieve service resource geolocation updates while the app is running in the background. Lowering frequency reduces battery consumption for mobile devices. |
| Metadata Cache Time in Days | Controls the number of days that any metadata wire calls, are kept in the app’s local cache. This setting applies for LDS (Lightning Data Services) users only. |
| Picklist Time Interval in Minutes | Controls the spacing of picklist options for time values, such as when creating resource absences. |
| Record Data Cache Time in Minutes | Controls the number of minutes that record data is kept in the app for LDS users. |
| Schedule Update Frequency Time in Minutes | Controls the number of minutes between attempts to update a user’s schedule. |
| Default List View Developer Name | The API name of the default service appointment list view on the schedule screen (optional). |
| Future Days in the Date Picker | Controls the number of days into the future that a user can select from the date picker on the schedule screen. |
| Past Days in the Date Picker | Controls the number of days into the past that a user can select from the date picker on the schedule screen. |
| Send appointment notifications on assignment | If selected, workers are notified when they’re assigned to a service appointment and when their assignment is changed or removed. They’re not notified when they’re dispatched for the appointment. Followers of a service appointment receive a separate notification regarding a service appointment assignment to another worker. |
| Send appointment notifications on dispatch | If selected, workers are notified when they’re dispatched for a service appointment and when their assignment is changed or removed. |
| Service Appointment Priming | |
| Default List View Developer Name | The API name of the default service appointment list view on the schedule screen (optional). |
| Future Days in the Date Picker | Controls the number of days into the future that a user can select from the date picker on the schedule screen. |
| Past Days in the Date Picker | Controls the number of days into the past that a user can select from the date picker on the schedule screen. |
| Document Builder Template Priming | |
| Days Before Current Service Date | Controls the number of days prior to the current service date that service document templates related to the service appointment, work order, or work order line item are primed for offline use. |
| Days After Current Service Date | Controls the number of days after the current service date that service document templates related to the service appointment, work order, or work order line item are primed for offline use. |
| Maximum Number of Service Appointments | Defines the maximum number of service appointments to prime service document templates for. |
| Quick Status Change | |
| Flow Name | The name of an existing flow that the Quick Status Change action is applied to. |
| App Extensions | See Create App Extensions for the Field Service Mobile App. |
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