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Customize the Field Service Mobile App
Learn how to customize the Field Service mobile app’s screens, actions, and branding settings, and create unique mobile experiences for different user profiles.
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. |
| To access the Field Service mobile app, users need the Field Service Mobile user license. |
Note
- Users must re-log in to the app to receive metadata updates like page layout changes.
- Salesforce doesn’t recommend manually deleting metadata. If the mobile device goes offline immediately after metadata is deleted, data may not be available until the device is back online. After metadata is deleted, refresh all application tabs—Schedule, Inventory, and Profile—by pulling down on each screen.
- Customize and Extend the Field Service Mobile App with Lightning Web Components
Lightning web components (LWCs) let you create your own experiences using Quick Actions to customize the app to meet your business needs. LWCs represent the best of the Salesforce platform, bringing modern web standards in performant, modular components that are easy to build. - Custom List Views Management
List views are a great way to view, sort, and prioritize the information that is most important to your mobile workers. - Set Up the Field Service Mobile Widget
Let mobile workers view their next appointment’s details, update the status of appointments from Dispatched to En Route, and navigate to appointments directly from the home screen. - Set Up Inventory Access for Mobile Workers
Customize your page layouts and user permissions so that your team can take care of inventory management tasks. For example, give mobile workers the ability to log product consumption, create product requests, and keep their service vehicle inventory current. Inventory management is supported on both Android and iOS. - Set Up Multiple Inventory Locations
By default, all products consumed for a work order or work order line item come from the same location. However, you can let mobile workers log product consumption from multiple locations. You might want to do this when, for example, workers provide services to multiple vendors or want separate inventories for different types of work. - Customize the Field Service Mobile App by User Profile
Assign unique configurations of mobile app settings to different user profiles to accommodate the needs of contractors, supervisors, and other app users. - Customize Tabs with the Field Service Mobile App Builder
The Field Service Mobile App Builder is a point-and-click tool that lets you configure custom tab navigation and give users quick access to screens and records based on their role. - Customize Screens in the Field Service Mobile App
Control which fields users see in the Field Service mobile app by updating page and search layouts. - Add a Profile Tab Background Image in the Field Service Mobile App
Add a background image to customize the Profile Tab in the Field Service Mobile App. - Customize Push Notifications for the Field Service Mobile App
Push notifications alert your mobile workforce to approaching appointments and scheduling changes. - Track Service Resource Geolocation with the Field Service Mobile App
Use geolocation to manage your mobile workforce. You can exclude certain users from geolocation tracking. - Set Up Custom Actions in the Field Service Mobile App
Configure quick actions, global actions, flows, and app extensions to help your team work more efficiently from the field. Actions are displayed in a predefined order in the action launcher on record pages in the app. - Set Up Voice to Record Edit for the Field Service Mobile App
Set up Voice to Record Edit to allow your Field Service mobile users to efficiently edit records using voice input, powered by Einstein Generative AI. - Set Up Automatic Status Change
Accurate and on-time status changes are a key part of field operations workflow. With Automatic Status Change, mobile workers can focus on their jobs and work more efficiently while the Field Service mobile app tracks status changes for them. For the back office, accurate status changes give better insight into the activity in the field without creating more work for mobile workers. - Standby Mode Setup
When mobile workers are using the Field Service Mobile app, they can reduce distractions and stay focused by using Standby mode in the app. - Set Up Service Appointment Bundling for Mobile Workers
To give mobile workers access to the bundled service appointments in the Field Service mobile app, you update the service appointment layout and add field permissions for mobile users.
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