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.
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 Field Service Mobile Settings: | Customize Application |
For example, you can create a different branding experience for contractors, or assign particular geolocation settings or app extensions to mobile workers versus supervisors. Alternatively, you can use the same settings configuration for all users.
- From Setup, enter Field Service Mobile Settings in the Quick Find box, then select Field Service Mobile Settings
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Your org comes with one settings configuration named Field Service Mobile Settings,
which is assigned to all user profiles by default.
- To edit that configuration, click Edit.
- To create a new configuration of mobile settings that can be assigned to different user profiles, click New.
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Update the label if desired.
For example, you might want two settings configurations named Supervisor Settings and Technician Settings, respectively.
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Update the settings as needed.
Note To give app users edit access to their field service records, select Enable Full Edit on Records. If you want to restrict editing from the mobile app, don’t select this option. - Click Save.
- Click Mobile Settings Assignment, then click Edit Assignment to assign your settings configurations to user profiles.
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