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Agentforce Field Service and Operations
Expose the Document Recipient Object’s Status Field

Expose the Document Recipient Object’s Status Field

The Document Recipient object’s Status field must be visible for the Contactless Signature flow.

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.
The Field Service Appointment Assistant managed package and permission set license are required.
User Permissions Needed
To customize field settings: Customize Application
  1. From Setup, go to the Object Manager tab.
  2. In the Quick Find box, enter Document Recipient, and then select Document Recipient.
  3. Click Fields & Relationships, and then select Status.
  4. Click Set Field-Level Security, and make the field-level security visible for all profiles.
 
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