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.
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. |
This is a Field Service managed package feature.
The custom permission sets apply only to the Field Service Classic Dispatch Console actions and views.
The list of Custom Permissions is on the Custom Permissions page in Setup. To assign them to users, add the custom permissions to a permission set. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets. Select the permission set and then select Custom Permissions. For example, add them to the Field Service Admin, Field Service Dispatcher, and Field Service Community Dispatcher custom permission sets before adding assigned users.
Optionally, you can give users the extended custom permissions marked in the table. To use these permissions, add them to users, and then activate them in Field Service Settings | Dispatcher Console UI | Extended Custom Permissions.
Note If you activate the extended permissions without first adding them to
users, you make the Gantt read-only. Activation is required only after in existing orgs and is
irreversible. Extended Custom Permissions is automatically activated in
Salesforce as of Summer ’20.
The managed package custom permissions use the FSL namespace prefix.
| Custom Permission | Description |
|---|---|
| Abort Optimization Request | Abort an optimization request from the Gantt. |
| Bulk Bundle | Bundle selected appointments from the appointment list. |
| Bulk Dispatch | Dispatch selected appointments from the appointment list. |
| Bulk Optimize | Submit an optimization request from the appointment list. |
| Bulk Schedule | Schedule selected appointments from the appointment list or from polygons. |
| Bulk Unbundle | Unbundle selected appointments from the appointment list. |
| Bulk Unschedule | Unschedule selected appointments from the appointment list or from polygons. |
| Create Absences from Gantt | Create resource absences on the Gantt. |
| Create Custom Gantt Filters | Create custom filters for appointments on the Gantt. |
| Do Not Use Google Maps | Prevent Google Maps from showing in the Classic Dispatch Console. To prevent it from showing, you must create a custom permission with the API name Do_Not_Use_Google_Map. See Create Custom Permissions. |
| Fill-in | Fill in schedule gaps from the resource action menu. |
| Fix Overlaps | Resolve overlapping appointments from the resource action menu. |
| Enable Check Rules - All Services | Initiate a rule validation check on demand. This checks rules for all services loaded on the Gantt when the rule validation frequency isn’t Always. |
| Enable Gantt Locker | Lock and unlock the Gantt chart using the Gantt locker. This action also disables dragging appointments to the Gantt from the appointment list or map. Standard and custom actions on the appointment list and map are still shown and enabled according to your org’s setup. This permission is an extended custom permission. |
| Gantt - Enable Adjusting Duration | Edit the start and end time of a service appointment or resource absence on the Gantt. |
| Gantt - Enable Gantt Policy Picker | Select a nondefault policy for scheduling and calculating rule violations. This permission is an extended custom permission. |
| Gantt and List - Bundle and Unbundle | Bundle and unbundle service appointments from the Gantt or from the appointment list. |
| Gantt and List - Enable Bulk Check Rule | Check rules for multiple service appointments from the Gantt or from the appointment list. |
| Gantt and List - Enable Check Rules | Check rules for a single service appointment from the Gantt or from the appointment list. |
| Gantt and List - Show Get Candidates | Find resources for an appointment from the appointment list or from the Gantt. This permission is an extended custom permission. |
| Gantt and Map - Enable Drag and Drop | Drag selected services and resource absences from the appointment list, map, or Gantt, and place them on the Gantt. This permission is an extended custom permission. |
| Gantt Palettes Edit | Create, edit, and delete Gantt palettes. |
| Gantt Palettes View | View the Palettes tab in the Gantt, and apply the selected palette. |
| Gantt - Show Change Status Action | Change the status from the Gantt. Without this permission, users can’t dispatch from the map. This permission is an extended custom permission. |
| Gantt - Show Pin Service | Pin or unpin appointments from the Gantt. This permission is an extended custom permission. |
| Gantt - Show Unschedule | Unschedule appointments from the Gantt. This permission is an extended custom permission. |
| Group Nearby | Adjust the schedule on the Gantt to find other appointments on that day that are close to the selected appointment. |
| Hide map on Emergency Wizard | Hide the map view in the Emergency Wizard to show only candidates. |
| Hide Live Positions from Classic Dispatch Console Map | Hide the Live Positions marker from the Classic Dispatch Console map. |
| Hide Actual Routes from Resource Map | Hide the Actual Route from the service resource’s map. |
| Hide Live Positions from Resource Map | Hide the Live Positions marker from the service resource’s map. |
| Hide Resource’s Last Seen Time from Gantt | Hide the service resource’s Last-Seen indicator from the Gantt. |
| Include Keep Scheduled in Optimize Window | Show the Keep Scheduled Criteria setting in the Optimize window. |
| Longterm View | Show the Long-Term Gantt view in the Classic Dispatch Console. When this permission is enabled, the Long-Term Gantt view replaces the multi-day view. |
| Map Polygons - Show In Jeopardy | Show the In Jeopardy flag from a map polygon. This permission is an extended custom permission. |
| MDT View | Show the multi-day view in the Classic Dispatch Console. The Long-Term Gantt view replaces the multi-day view. |
| Monthly Utilization | Show utilization in the Gantt resolution menu in the top-right corner. |
| Policy Picker in Appointment Booking | Change the scheduling policy in the Book Appointment action. |
| Policy Picker in Get Candidates | Change the scheduling policy in the Get Candidates action. |
| Polygons - create\update | Create and update map polygons. |
| Polygons - view | View map polygons. |
| Publish custom Gantt filters | Share custom filters for appointments on the Gantt. |
| Reshuffle | Reshuffle appointments from the appointment action menu or when you right-click services on the Gantt. |
| Resource Schedule Optimization | Optimize a resource’s schedule from the resource action menu. |
| Schedule | Schedule an appointment from the appointment list or from the map. |
| Service List View - Canceled | Show the Canceled appointment list. |
| Service List View - Contractors | Show the Contractors appointment list. |
| Service List View - Crews | Show the Crews appointment list. |
| Service List View - Exclude Bundle Members | Show service appointments that aren’t bundle members in the appointment list. |
| Service List View - Flagged | Show the Flagged appointment list. |
| Service List View - Gantt | Show the Gantt appointment list. |
| Service List View - In Jeopardy | Show the In Jeopardy appointment list. |
| Service List View - Rule Violating | Show the Rule Violating appointment list. |
| Service List View - Scheduled | Show the Scheduled appointment list. |
| Service List View - Selected | Show the Selected appointment list. |
| Service List View - Todo | Show the Todo appointment list. |
| Service List View - Unscheduled | Show the Unscheduled appointment list. |
| Streaming API | After activating Gantt Live Updates, use the streaming API to send live streaming updates of the Gantt. When this permission is disabled, users see only Gantt changes timed using the interval defined in Field Service Settings | Dispatcher Console UI | Timed Updates. |
| Utilization on Service Territory | For the selected Gantt horizon, view utilization percentages for each territory’s workforce. |
| View resource on secondary STM | Show a resource’s secondary territory membership on the Gantt. |
Example
To limit the dispatchers who can optimize your schedule so the system isn’t bogged down with optimization requests, remove custom permissions for bulk actions in the Classic Dispatch Console:
- FSL.Bulk Dispatch
- FSL.Bulk Optimize
- FSL.Bulk Schedule
- FSL.Bulk Unschedule
A user with the FSL.Bulk Optimize custom permission sees the Optimize action. Users without it can’t run an optimization. Removing any of these custom permissions hides the action in the user interface.
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