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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.
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 configure resource tracking: | Customize Application |
| To assign permission sets: | Assign Permission Sets |
When service resource tracking is enabled, the Field Service mobile app uploads the geolocation of app users to Salesforce at regular intervals. Enable service resource tracking in Setup.
- From Setup, in the Quick Find box, enter Field Service Settings, and then select Field Service Mobile Settings.
- Click Edit next to the settings configuration that you want to update.
- Under Additional Settings, select Collect Service Resource Geolocation History. This option is mandatory for data collection.
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Enter values for the following geolocation-related fields.
Note Higher-precision or higher-frequency settings increase battery consumption on mobile devices. To conserve battery power with Android O and later, your position is updated less frequently when the app is in the background. To get an accurate position update, open the Field Service mobile app on your phone.Note Because of an iOS device limitation in background mode, the location updates only about every five minutes when the device moves 500 meters or more from its previous location. When the app is in the foreground, it updates as specified in the Geolocation Update Frequency in Minutes and Geolocation Accuracy fields.- Geolocation Update Frequency in Minutes: Controls how often geolocation is polled when the app is running in the foreground. For iOS devices, this value also controls update frequency when the app is in the background.
- Geolocation Update Frequency in Minutes (Background Mode): For Android devices, this value controls how often geolocation is polled when the app is running in the background. See the important note about iOS devices when in background mode.
- Geolocation Accuracy: This value controls the accuracy of the geolocation data
collected when the app is running in the foreground. Choose from the following values:
- Fine: 10 meters
- Medium: 100 meters
- Coarse: 1 kilometer
- Geolocation Accuracy (Background Mode): For Android devices, this value controls the
accuracy of the geolocation data collected when the app is running in the background.
See the important note about iOS devices when in background mode. Choose from the
following values:
- Medium: 100 meters
- Coarse: 1 kilometer
- Very Coarse: The app doesn’t poll for geolocation data, and geolocation coordinates update only when another app polls for geolocation. The accuracy of the geolocation data depends on the accuracy setting of the application that triggers the geolocation poll.
- Save your changes.
To gain insights on the location of mobile workers, you can track the history of the Last Known Location and Last Known Location Date fields of the Service Resources object. See Field History Tracking.
- Exclude Specific Mobile Workers From Location Tracking
Individual mobile users can turn off location tracking for the Field Service mobile app from their phone’s operating system settings. To exclude specific mobile workers from tracking, such as when not all members of your workforce are legally protected against geolocation tracking, take these steps. - Limit Mobile Workers’ Location Tracking for Appointment Assistant
Appointment Assistant customers can choose to track the location of mobile workers only in the En Route status, meaning that they’re on the way to their next service appointment.
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