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            Manage Field Service Permissions

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            Manage Field Service Permissions

            Give your team access to Field Service features. Create and assign standard permission sets and permission set licenses. Then add customizations to suit your business needs.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
            • Get to Know Field Service Personas
              Learn about the different user personas in a typical field service implementation. Use standard and custom permission sets to tailor Field Service to your users’ needs.
            • Field Service Permission Set Licenses
              Permission set licenses are required for some Field Service users to interact with settings, the dispatcher console, and other features. Learn how permission set licenses match to different groups of users.
            • Create Field Service Permission Sets
              Create Field Service permission sets from the Field Service Admin app.
            • Assign Field Service Permissions
              After you create your field service permission sets, give users the permissions they need to complete their field service tasks. You can assign permissions in Setup or in Guided Setup.
            • Set Custom Permissions for Field Service
              The Field Service managed package includes custom permissions that control users’ access to actions and views. For example, you can control access to bulk actions, such as dispatching, optimizing, and scheduling, or the ability to drag appointments in the Gantt.
            • Assign Field Service Page Layouts
              The Field Service managed package provides standard object page layouts that include field service Visualforce components and Chatter actions. Assign these page layouts to the System Administrator and Standard User profiles.
            • Clone and Assign Page Layouts
              When you complete the steps in Set Up the Basics in Salesforce Go, you can clone page layouts and assign them to specific user profiles. Clone and assign page layouts to efficiently give your admins, dispatchers, and technicians access to the information and tools relevant to their job function.
             
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