Configure Geolocation Settings for Appointment Assistant Real-Time Location
To give customers better insight into their mobile worker’s location while waiting for
their appointments, make sure your geolocation settings are set up.
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 configure resource tracking:
Customize Application
Geolocation settings are used for additional purposes in the Field Service mobile app, so it’s
likely they’re set up. To verify setup, follow these steps.
Open Field Service Mobile Settings.
Make sure that the Collect service resource geolocation history
option is enabled.
Make sure that values are entered for the Geolocation Update Frequency in Minutes and
Geolocation Update Frequency in Minutes (Background Mode) settings.
Note Mobile worker locations are shared during travel to the customer until
arrival. While the location is shared, geolocation settings are overridden and get updated
every 60 seconds.
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