Support Field Service Agents with Short Cycle Workflows

Enable mobile workers to view and complete tasks in service appointments and service-related data on the Field Service Mobile app. With steps provided for preconfigured, utility-specific use cases such as meter replacement, turn-on service, and turn-off service, your field service agents can operate more effectively and safely. You can populate asset details and gather field data on the mobile app, which increases the productivity of the field service technicians.

Where: This change applies to Lightning Experience, Salesforce Classic, and all versions of the mobile app in Professional, Performance, and Unlimited editions.

Who: To use Salesforce Field Service, you must have a Salesforce Field Service license configured and provisioned in your org.

See Also:

• Salesforce Field Service

• Field Service for Energy and Utilities: Short Cycle Work (Managed Package)