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            Set Up Mobile Quoting for Field Service Mobile Workers

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            Set Up Mobile Quoting for Field Service Mobile Workers

            Let your mobile workers create quotes for customers directly from the Field Service mobile app without contacting customer services.

            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.
            User Permissions Needed
            To set up mobile quoting: Customize Application
            1. Enable the Lightning web component permission set and assign it to mobile workers.
              1. From Setup, in the Quick Find box, enter Users, and then select Permission Sets.
              2. Select the permission set assigned to mobile workers. See Give Users Access to the Field Service Mobile App.
              3. Click System Permissions, and then click Edit.
              4. Select Lightning SDK for Field Service Mobile.
              5. Save your changes.
              6. Make sure that this permission set is assigned to all mobile workers who use Lightning web components.
            2. Make sure that the look and feel is consistent with your Field Service app.
              1. From Setup, in the Quick Find box, enter Field Service, and then select Field Service Setting.
              2. Under Lightning Web Components, select Override default styling.
            3. Enable using quotes.
              1. From Setup, in the Quick Find box, enter Quotes, and then select Quotes Settings.
              2. Select Enable Quotes.
                Make sure that all mobile workers who are creating quotes have the Salesforce user license.
                If you don’t select Create Quotes Without a Related Opportunity, instruct your mobile workers to fill in the Opportunity ID field when creating a quote.
            4. Set up a document template. See Document Builder.
              1. Create a template.
              2. For Object, select Quote.
              3. Select Default Quote Template and click Done.
              4. Delete the fields under Signatures and drag the Signature component into the template.
              5. Save the template.
              6. Activate the template.

                If you assign the template as the org default, preexisting configurations are overridden. If you don’t want to assign the template as the org default, see Setting the Service Document Template Field.

            5. Let mobile workers create and access quotes from a work order.
              1. From Setup, go to the Object Manager tab.
              2. Select the Work Order object, and then go to Page Layouts.
              3. Open the mobile worker layout.
              4. From Salesforce Mobile and Lightning Experience Actions, drag New Quote into the Quick Actions section.
              5. Add Quotes to the Related Lists section.
                Let your mobile workers know that they can find their quotes here. After the quote is created, mobile workers can open the quote record, select the View Document quick action to go back into the document, collect a signature, and then generate the PDF.
            6. Make sure that the mobile workers can access the required objects and fields.
              1. From Setup, in the Quick Find box, enter Users, and then select Permission Sets.
              2. Create a permission set.
              3. In the new permission set, under Apps, click Object Settings.
              4. In the Price Book object, under Object Permissions, select Read.
              5. In the Price Book Entry object, under Field Permissions, select Read Access for these fields: Price Book, Product, and Product Code.
              6. In the Product object, under Object Permissions, select Read.
                Under Field Permissions, select Read Access for these fields: Product Description, Product Family, Product Name, and Quantity Unit Of Measure.
              7. In the Quote object, under Object Permissions, select Read, Create, and Edit.
                Under Field Permissions, select Read Access and Edit Access for the fields that are included in the Quotes object page layout that’s assigned to the mobile workers. Make sure you give permissions to the Related Work field even if it’s not on the layout.
              8. In the Quote Line Item object, under Field Permissions, select Read Access and Edit Access for these fields: Product, Quantity, Quote Name, and Sales Price.
              9. In the Work Order object, under Object Permissions, select Read.
                Under Field Permissions, select Read Access for these fields: Price Book and Contact.
              10. Assign the permission set to the mobile workers.
            7. Share the relevant price book with the mobile workers. See Guidelines for Sharing Price Books.
            8. In the Price Book field of each work order, find and select the relevant price book.
            9. Set up the mobile worker page layout for quotes.
              1. From Setup, go to the Object Manager tab.
              2. Select the Quote object, and then go to Page Layouts.
              3. Open the layout that’s assigned to mobile workers.
              4. Add the fields that you want the mobile worker to fill in when they’re creating the quote. Make sure you add the Name field.
              5. To let mobile workers see their generated PDFs, add Files to the Related Lists section.
                Let your mobile workers know they can find the PDFs here.
            10. Prepare your setup for offline work.
              1. To let mobile workers create a quote when they’re offline, you must prime the Pricebook2, Pricebook Entry, and Product2 data.
              2. To let mobile workers select the data when they’re offline, you must prime the lookup fields that are included in the Quote object’s page layout. See Work with Offline Priming in the Field Service Mobile App.

            Keep these considerations in mind.

            • When the mobile worker clicks the New Quote action, 50 items from the pricebook are shown. Mobile workers can then search for additional items that aren’t shown.
            • If the mobile worker is offline when they click the New Quote action, the quote is created only when they’re back online, but they can’t preview the PDF of the quote. When they’re back online, mobile workers can open the quote from the work order’s related list to view the document and generate the PDF of the quote.
            • We strongly recommend not making changes to the price book throughout the workday. When the mobile worker is offline, changes aren’t reflected in the app. The final prices in the quote are determined according to the saved price book.

            See Also

             
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