Set Up Field Service in Experience Cloud Sites
Keep customers, partners, and contractors in the loop about field service work by adding field service objects to your Experience Cloud site.
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 create, customize, or publish an Experience Cloud site: | Create and Set Up Experiences AND View Setup and Configuration |
If you use an Experience Cloud site to connect with your business partners, employees, or customers, keeping the communication lines open is key to field service success. For example, add work orders and service appointments to a partner site to stay in sync with contractors. Or, add return orders and return order line items to a site to coordinate customer returns. Field service objects are supported in Experience Builder sites and in Salesforce Tabs + Visualforce sites.
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To set up field service objects in an Experience Builder site:
- Create an object page in the Pages menu in Experience Builder.
- When prompted to choose a Salesforce object, choose a field service object. Three related pages are automatically created for the new object page: a record detail page, a record list page, and a related list page. To use a Visualforce Lightning component in an Experience Builder site, add the Visualforce page from the managed package to the record detail page.
- To expose the field in your customer-facing site add it to the Navigation Menu.
- To set up field service objects in a Salesforce Tabs + Visualforce site, add the objects as tabs. For help adding tabs and giving users access to them, see Add Tabs to Your Experience Cloud Site.
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Optionally, configure guest user access to work orders. By default, guest users in sites
can’t view or create work orders.
- From Setup, enter Digital Experiences in the Quick Find box, then select All Sites.
- Select Builder next to the site whose guest users need access to work orders.
- In the left-hand panel, click Settings, and then click the name of the guest user profile.
- In the Standard Object Permissions section, configure access to work orders and save your changes.
Note Linked articles, which are knowledge articles attached to supported field service records,
aren’t supported in Experience Builder sites.
- Add the Field Service Classic Dispatch Console to an Experience Builder Site
Hand over the dispatching reins to a field service contractor manager by embedding the Classic Dispatch Console in an Experience Builder site. - Provide Access to Asset Availability and Reliability Information in Field Service
Let Experience Cloud site users view or record asset downtime details and view information on asset availability and reliability.
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