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Configuring Notifications for Service Appointments in Salesforce Field Service Mobile

Publiseringsdato: Jul 9, 2025
Beskrivelse

Salesforce Field Service mobile app provides standard notifications for scheduling operations on service appointment records. These notifications include alerts when a service appointment is scheduled, dispatched, or unscheduled. To ensure these notifications are received correctly, several configurations need to be verified.

Løsning
1. Verify the Owner of the Service Appointment:
- Ensure that the service appointment owner is not the service resource user. This is crucial for the proper functioning of notifications.

2. Verify the Field Service Mobile Settings:
- Check the Documentation for Required Settings:
- Review the settings that need to be enabled for service appointment notifications on scheduled and dispatched statuses. Refer to the documentation here.
- Notification Settings Based on Initiating User:
- Notification settings use the mobile settings assigned to the user initiating the request, not the user receiving the request. For more details, refer to the documentation here.
 
- Example: If there are multiple Field Service mobile settings created under Setup > Field Service Mobile Settings, and the user who is assigning or dispatching the service appointment has Field Service Mobile Setting 1 assigned (where "Send appointment notifications on assignment" or "Send appointment notifications on dispatch" is disabled), the service resource user will not receive the notification even if these settings are enabled in Field Service Mobile Setting 2 (assigned to the service resource user).
 
3. Access to Service Appointment Record:
- To receive notifications on the scheduled status, the assigned resource must have access to the Service Appointment record before it is scheduled. This access can be granted through custom sharing rules or customization.
- For dispatched status updates, notifications are managed by the Field Service Managed Package (MP) logic.

By verifying and configuring these settings, you can ensure that notifications for service appointments are correctly received on the Salesforce Field Service mobile app.
Knowledge-artikkelnummer

005101571

 
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Salesforce Help | Article