Field Service Permission Set Licenses
Permission set licenses are required for some Field Service users to interact with settings, the Classic Dispatch Console, and other features. Learn how permission set licenses match to different groups of users.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To access field service objects: | Field Service Standard |
| To assign a permission set license: | Manage Users |
| To create a permission set: | Manage Profiles and Permission Sets |
All users need the Field Service Standard user permission to access field service objects. Field Service user licenses already include this permission.
Field Service also includes three permission set licenses related to the managed package and mobile app. We recommend using the managed package’s Guided Setup tool to assign these permission set licenses; for steps, see Assign Field Service Permissions.
Your users don’t need a Field Service permission set license to access most Field Service objects. For example, inventory managers, admins, and call center reps probably don’t need one. If Field Service is enabled, standard Salesforce users can be given access to Field Service records.
These permission sets are created when you set up Field Service.
| Permission Set | Description | Who Needs It |
|---|---|---|
| Field Service Dispatcher | Provides access to the Classic Dispatch Console. | Dispatchers |
| Field Service Dispatcher Plus Login-Based | Provides login-based users with the Contractor Plus license access to the Classic Dispatch Console. | Contractor dispatchers |
| Field Service Scheduling | Allows the user to be shown on the Classic Dispatch Console Gantt and included in scheduling and optimization. | Mobile workers (field technicians) |
| Field Service Scheduling Login-Based | Provides login-based users with the Contractor license access to Field Service Scheduling features. | Contractor mobile workers (field technicians) |
| Field Service Scheduling Plus Login-Based | Provides login-based users with the Contractor Plus license access to Field Service Scheduling features. | Contractor mobile workers (field technicians) |
| Field Service Mobile | Provides access to the Field Service mobile app. | Mobile users (field technicians) |
| Field Service Mobile Login-Based | Provides login-based users with the Contractor license access to Field Service Mobile features. | Contractor mobile users and contractor admin |
| Field Service Mobile Plus Login-Based | Provides login-based users with the Contractor Plus license access to Field Service Mobile features. | Contractor mobile users |
| Field Service Self-Service | Provides access to Experience Builder sites where users can view all global actions and their related objects. Provides access to create, book, and schedule their appointments. | Customers |
| Field Service Guest User | Gives unauthenticated users limited access to view and create records. | Guest users |
Dispatchers and field technicians can’t handle inbound customer communications in call centers, manage customer cases, or complete sales-oriented tasks without additional licenses.
