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            Review Default Salesforce Go Settings for Field Service

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            Review Default Salesforce Go Settings for Field Service

            To quickly start using Field Service, we recommend turning it on in Salesforce Go. When you turn on Field Service in Salesforce Go, these settings become active.

            Where To Find Salesforce Go

            In Setup, click Salesforce Go at the top of the Setup menu. Then, search for Field Service.

            Accounts & Contacts for Field Service Default Settings

            Setting What It Does
            Clone Account page layout for Field Service Clones the Account page layout and assign it to the System Administrator profile. Creates layout named "System Administrator Account Layout".
            Update Account page layout If no Account page layout exists, one is created for you. Adds the following elements to the page layout: Related Lists: Activity History, Assets, Associated Locations, Contacts, Cases, Files, Work Orders.
            Set Account Lightning record page as the Field Service Console App default Assigns the specific Account Lightning Record Page as the default view for the Field Service Console app.

            Clone Contact page layout for Field Service

            		 Clones the Contact page layout and assign it to the System Administrator profile. Creates layout named "System Administrator Contact Layout".
            Update Contact page layout If no Contact page layout exists, one is created for you. Adds the following elements to the page layout: Related Lists: Work Orders.
            Set Contact Lightning record page as the Field Service Console App default Assigns the specific Location Lightning Record Page as the default view for the Field Service Console app.
            Clone Location page layout for Field Service Clones the Location page layout and assign it to the System Administrator profile. Creates layout named "System Administrator Location Layout".
            Update Location page layout

            If no Location page layout exists, one is created for you. Adds the following elements to the page layout: Related Lists: Assets, Child Locations, Product Items, Work Orders.
            Set Location Lightning record page as the Field Service Console App default Assigns the specific Location Lightning Record Page as the default view for the Field Service Console application.
            Create "Work Orders with Accounts" report and report type Creates "Work Orders with Accounts" report and report type.

            Asset Creation Default Settings

            Setting What It Does
            Update Technician/Dispatcher Perm Sets Modifies Permission Sets to grant Read/Create/Edit access on the Asset object.
            Grant FLS on standard Asset fields Grants Read/Edit Field Level Security (FLS) for standard fields.
            Clone and update Asset page layout Creates and modifies a specific page layout for the Asset object.
            Create/Activate Asset Lightning record page Assigns the Asset Lightning Record Page as the default for the Console app.
            Create site survey flow Creates a new Flow for performing site surveys related to assets.
            Create Asset report Creates a custom Report on the Asset object, grouped by Account and Location.

            Data Capture Default Settings

            Setting What It Does
            Add Forms related list to System Administrator Work Order layout Adds the Forms related list to the Work Order page layout for System Administrators.
            Add Forms related list to Field Service Technician Work Order layout Adds the Forms related list to the Work Order page layout for Field Service Technicians.
            Add Forms related list to System Administrator Work Order Line Item layout Adds the Forms related list to the Work Order Line Item page layout for System Administrators.
            Add Forms related list to Field Service Technician Work Order Line Item layout Adds the Forms related list to the Work Order Line Item page layout for Field Service Technicians.
            Add Forms related list to System Administrator Service Appointment layout Adds the Forms related list to the Service Appointment page layout for System Administrators.
            Add Forms related list to Field Service Technician Service Appointment layout Adds the Forms related list to the Service Appointment page layout for Field Service Technicians.
            Add access to Form, Work Plan, and Work Step fields in Field Service Resource Permissions permission set Adds access to Form, Work Plan, and Work Step fields in Field Service Resource Permissions permission set.
            Create dynamic Data Capture page layouts Creates and assigns specific page layouts for the Data Capture object.
            Update Field Service Resource permission set Enables Lightning SDK for Field Service Mobile and Run Flow user permissions in the Field Service Resource Permissions permission set.
            Add the Form object to related page layouts Adds the Form object to the page layout of parent records (work orders, work order line items, and service appointments), allowing you to directly link forms created in Flow Builder to those records.
            Inherit Parent Sharing Determines if sharing is inherited from the parent record or configured manually in Sharing Settings.
            Onboard to Data Capture quickly with pre-built templates Allows you to use the Automation Lightning App to browse available templates.
            Create Data Capture Auto-Association Rules (Beta) Allows you to automatically link the right data capture forms to your service records when they are created. Set up intelligent rules that ensure the correct forms are associated based on your criteria.

            Dispatcher Record Access Controls Default Settings

            Setting What It Does
            Set organization-wide default sharing to private for Field Service objects Sets OWD for Field Service objects (WO, SA) to Private to restrict access.
            Let service resources access their dispatched service appointments and related work orders Grants service resources Read/Write access to their dispatched appointments and related work orders.
            Check That Records Are Ready to Share Allows you to check that the following settings are selected: “Enable User Territories sharing”, “Automatically populate user groups based on User Territory”, and “Share parent Work Order when Service Appointment is shared”.
            Share and Remove Record Access on a Schedule Allows you to create user territory sharing jobs for each of the times zones you service. For each job, define the service territories included, customize the time horizon and frequency, then activate it.

            Create User Territories

            		 Allows you to give dispatchers access to all records within specific service territories,

            Document Builder Default Settings

            Setting What It Does
            Create Document Builder templates Creates templates for Work Orders, Service Appointments, and WOLI objects.
            Update page layouts Modifies WO, WOLI, SA, and Work Type layouts to support document generation.
            Add signature types Configures Customer and Technician signature capabilities for the service report.

            Enhanced Scheduling & Optimization Insights Default Settings (Beta)

            Setting What It Does
            Define Technician work parameters Configures availability, operating hours, and work rules.
            Define Scheduling Priorities Configures Scheduling Objectives and Policies.
            Set Default Scheduling Policies Assigns default policies for Dispatchers and (optionally) Customers.

            Field Service Mobile App Customizations Default Settings

            Setting What It Does
            Create default mobile app configuration Configures default tabs for your Field Service mobile app.
            Create mobile list views for Service Appointments Creates the "My Jobs" and "My Open Service Appointments" list views and adds them to the Service Appointment mobile page layout.
            Update the Field Service Resource permission set Grants read and edit access to the following permissions: Lightning SDK for Field Service Mobile, Custom Applications for Field Service Mobile System.
            Customize Service Appointment Mobile Page Layout Creates and modifies a specific mobile page layout for the Service Appointment object.
            Customize Work Order Mobile Page Layout Creates and modifies a specific mobile page layout for the Work Order object.
            Customize Work Order Line Item Mobile Page Layout Creates and modifies a specific mobile page layout for the Work Order Line Item object.
            Customize Asset Mobile Page Layout Creates and modifies a specific mobile page layout for the Asset object.
            Upload a Background Image Allows you to upload your image as a static resource and give it a name.
            Create a Custom Attribute Allows you to set up a custom attribute to use the static resource as the background image of users’ Profile tab.
            Set Up Branding Colors Allows you to give the Field Service mobile app your company’s look and feel by customizing the colors used in the user interface.
            Migrate Settings to Another Org Migrates any Data Capture flows you create by using DevOps Center.

            Service Appointments Default Settings

            Setting What It Does
            Create and activate the Service Appointment Lightning record page and set as the Field Service Console App default Clones "FSL Service Appointment Layout" for Dispatchers, Technicians, and Admins.
            Update Service Appointment page layout for technicians Adds the following elements to the page layouts Field: Account, Service Note, Service Territory
            Update Service Appointment page layout for dispatchers Adds the following elements to the page layouts Field: Account, Service Note, Service Territory
            Update Service Appointment page layout for admins Adds the following elements to the page layouts Field: Account, Service Note, Service Territory
            Add "En Route" to the Dispatched status category Assigns "En Route" to the Dispatched status category to let your workforce indicate the status of a service appointment.

            Service Contracts & Contract Line Items Default Settings

            Setting What It Does
            Add the Service Contract related list to the Account page layout Adds the Service Contract related list to the Account page layout.
            Add the Service Contract related list to the Contact page layout Adds the Service Contract related list to the Contact page layout.
            Create Service Contract Lightning record page Adds a lightning record page for Service Contract.
            Clone Contract Line Item page layout If no Contract Line Item page layout exists, one is created for you.
            Add the Asset, Start Date and End Date fields to the Contract Line Item multi-line layout Adds the Asset, Start Date, and End Date fields to the Contract Line Item multi-line page layout.
            Turn on field history tracking for Service Contracts Enables tracking of changes made to fields on the Service Contract object.
            Grant access to the Service Contract object for Admin, Dispatcher, and Technician profiles Assigns read and edit access to the Admin profile, and read access to the Dispatcher and Technician profiles.
            Grant access to Service Contract fields for Admin, Dispatcher, and Technician profiles Assigns read and edit access to the Admin profile, and read access to the Dispatcher and Technician profiles.
            Grant access to the Contract Line Item object for Admin, Dispatcher, and Technician profiles Assigns read and edit access to the Admin profile, and read access to the Dispatcher and Technician profiles.
            Grant access to Contract Line Item fields for Admin, Dispatcher, and Technician profiles Assigns read and edit access to the Admin profile, and read access to the Dispatcher and Technician profiles.

            Scheduling Policies Default Settings

            Setting What It Does
            Define How and When Technicians Work Allows you to add work rules to define criteria for which technicians are eligible for work.
            Define Your Scheduling Priorities Allows you to add service objectives to indicate which scheduling KPIs and goals are most important to your business.
            Set a Default Scheduling Policy for Dispatchers Allows you to select which scheduling policy dispatchers see by default.
            Set a Default Scheduling Policy for Customers Allows you to select which scheduling policy defines the time slots available for customers to book appointments.

            Scheduling and Dispatch Default Settings

            Setting What It Does
            Schedule Appointments from a Record Allows you to select use the “Book Appointment or Candidates” action to schedule service appointments for work orders, work order line items, accounts, assets, leads, opportunities, and from the service appointment record.
            Schedule Appointments from the Classic Dispatch Console Allows you to select use the “Mass Schedule” action or add service appointments onto the Gantt to schedule service appointments from the Field Service Classic Dispatch Console.
            Schedule Appointments Automatically Allows you to select use Auto Schedule to find the best available time slot based on your scheduling policy.
            Prevent Scheduling Overlaps Allows you to select use Drip Feed to wait for a service appointment to be completed before scheduling another.
            Handle Emergency Appointments Allows you to select use the Emergency action on a service appointment to see the closest technicians on a map.

            Service Resources & Dispatchers Default Settings

            Setting What It Does
            Create and activate the Service Resource Lightning record page and set as the Field Service Console App default Assigns the SR Lightning Record Page as the default for the Console.
            Update Service Resource page layout for technicians Adds the following elements to the page layouts: Fields: name, Resource Type, Related Lists: Related File List, Related Note List, Action: New Case

            Update Service Resource page layout for dispatchers

            		 Adds the following elements to the page layouts: Fields: name, Resource Type, Related Lists: Related File List, Related Note List, Action: New Case

            Update Service Resource page layout for admins

            		 Adds the following elements to the page layouts: Fields: name, Resource Type, Related Lists: Related File List, Related Note List, Action: New Case

            Service Territories Default Settings

            Setting What It Does
            Clone Service Territory page layouts and assign to admin, dispatchers, and technicians Clones the Service Territory page layout and assigns it to the System Administrator, Dispatcher, and Technician profiles.
            Create and activate the Service Territory Lightning record page and set as the Field Service Console App default Creates and assigns the Service Territory Lightning Record Page as the default view for the Field Service Console app.
            Update Service Territory page layout for technicians Adds the following elements to the page the layouts: Fields: Travel Mode, Created By, Description, Average Travel Time (in minutes), Active. Related Lists: Service Territory Members.
            Update Service Territory page layout for dispatchers Adds the following elements to the page the layouts: Fields: Travel Mode, Created By, Description, Average Travel Time (in minutes), Active. Related Lists: Service Territory Members.
            Update Service Territory page layout for admins Adds the following elements to the page the layouts: Fields: Travel Mode, Created By, Description, Average Travel Time (in minutes), Active. Related Lists: Service Territory Members.
            Create Service Territories Allows you to define additional service territories.
            Generate Service Territory Import Template Allows you to download the service territory template to make sure your data is in the right format.
            Upload Service Territories Allows you to upload a CSV file of previous service territories and map it to your Salesforce object model.

            Work Orders Default Settings

            Setting What It Does
            Create Case to Work Order flow Automates the creation of a Work Order from a Case record.
            Create quick action to launch Case to Work Order flow Adds button on Case layout to trigger the Case-to-Work-Order flow.
            Create and activate the Work Order Lightning record page and set as the Field Service Console App default Assigns the Work Order Lightning Record Page as the default for the Console.
            Update Work Order page layout for technicians Adds the following elements to the page layouts: Fields: Asset, Case, Location, Service Territory Related Lists: Products Consumed, Service Reports, Products Required, Time Sheet Entries
            Update Work Order page layout for dispatchers Adds the following elements to the page layouts: Fields: Asset, Case, Location, Service Territory Related Lists: Products Consumed, Service Reports, Products Required, Time Sheet Entries
            Update Work Order page layout for admins Adds the following elements to the page layouts: Fields: Asset, Case, Location, Service Territory Related Lists: Products Consumed, Service Reports, Products Required, Time Sheet Entries

            Work Types & Skills Default Settings

            Setting What It Does
            Turn on "Generate Work Plans and Work Steps from templates and selection rules" Enables the generation of Work Plans and Work Steps from pre-defined templates and selection rules.
            Add Work Plan component to Work Plan Lightning record page Adds the Work Plan component to the Work Plan Lightning record page.
            Update Work Order page layout for technicians Adds the Work Plan related list to the Work Order page layout for technicians.
            Update Work Order page layout for admins Adds the Work Plan related list to the Work Order page layout for admins.
            Add Work Plan component to Work Order Line Item Lightning record page Adds the Work Plan component to the Work Order Line Item Lightning record page.
            Update Work Order Line Item page layout for technicians Adds the Work Plan related list to the Work Order Line Item page layout for technicians.
            Update Work Order Line Item page layout for admins Adds the Work Plan related list to the Work Order Line Item page layout for admins.
             
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