How to Remove the 'Related' or 'Account' Tab from the Service Appointment Lightbox in the Salesforce Field Service Dispatcher Console

To remove the 'Related' or 'Account' tab from the Service Appointment pop-up in the Dispatcher Console, follow these steps:

Step 1: Create a CSS File

Create a plain text file and add the appropriate CSS rule to hide the tab you want to remove.
To hide the Related tab, use the following CSS rule: .lightboxHeaderContainer [ng-show="urls.related"] { display: none; }
To hide the Account tab, use the following CSS rule: #ServiceLightboxHeader > button[ng-show="urls.account"] { display: none; }
Save the file with a .css extension, for example: removeRelatedTab.css or removeAccountTab.css.

Step 2: Create a Static Resource in Salesforce

A Static Resource is a Salesforce file storage mechanism used to host CSS, JavaScript, and other files that can be referenced by Salesforce components.

1. In Salesforce, navigate to Setup.
2. Search for and open Static Resources.
3. Click New to create a new static resource.
4. Give the static resource a descriptive name (for example, removeRelatedTab).
5. Set the Cache Control to Public.
6. Upload the .css file you saved in Step 1.
7. Click Save.

Step 3: Update Field Service Admin Settings

1. Copy the name of the static resource you created in Step 2.
2. Open the Field Service Admin app in Salesforce.
3. Navigate to Dispatcher Console UI settings.
4. In the External CSS field, paste the name of the static resource.
5. Save the settings.

Step 4: Verify the Change

Refresh the Dispatcher Console in your browser. Open a Service Appointment record from the Gantt to display the Lightbox pop-up. Verify that the 'Related' or 'Account' tab no longer appears.