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Give Contractor Service Resources Access to the Field Service Mobile App
The way you track contract work in Salesforce depends on how you want to track capacity, assign appointments, exchange data with contractors, and give them access to the Field Service mobile app. Follow these simple steps to add contractors to your database and give them the access they need.
Create an Account and Contacts
Create an account that represents the contractor, something like Widget Corporation Contracting. Then create contacts linked to the account. Create at least one contact for the contractor manager. If other contractors need access to Experience Builder sites, create contacts for each user.
Set up Access and Permissions
Depending on the licenses that your organization purchased, you can assign contractors the Customer Community Plus or Partner Community license. If both license types are available, partner licenses are ideal for users who are engaged in sales or distribution with your company. Community licenses are required to access Experience Cloud sites.
Assign the Field Service Scheduling permission set license so that the user can be included in scheduling. Assign the Field Service Mobile permission set license to users that need access to the Field Service mobile app. Then, create a user profile for contractors (recommended) and configure their object permissions.
Log In Faster with Deep Links
Use deep linking to automatically set the login URL and streamline the onboarding process for contractors. Users simply click the link and enter their login credentials to access the Field Service mobile app faster without typing a long URL.
For example, use the supplied URL to add a connection to a server.. This example the server
is saved to the Change Server list. Give users quick access by eliminating the need for
repeated login attempts:
com.salesforce.fieldservice://v1/login/<server_name>/<server_url>.
This example sets the login URI, sends users directly to
https://my.site.come/contractor/login, and saves the login record in the
Change Server list as employee:
com.salesforce.fieldservice://v1/login/employee/my.site.com/contractor/login
For optimal deep linking to the Field Service mobile app:
- Create a user-friendly name to identify the server, like
<server_name>. - Avoid spaces, punctuation, and characters other than letters or numbers, especially if workers must log in to multiple sites.
- Don’t include http or https when specifying the URL.
- Test your link before sharing, because not all apps support clicking links that other than http.
- Granting Access and Permissions to Contractors
To give your mobile workforce access to the Field Service mobile app, set them up with the right user license and permissions.
