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            Set Up Voice to Record Edit for the Field Service Mobile App

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            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.

            Required Editions

            Available in: Lightning Experience
            Available in: The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
            Important
            Important

            To access the Field Service mobile app, users need the Field Service Mobile User license. To use Voice to Record Edit users need the Einstein for Field Service license.

            User Permissions Needed
            To use Voice to Record Edit and Field Service Einstein features Einstein Field Service User

            Before you begin the setup process, make sure the following conditions are met:

            • Provision and enable Data Cloud for your Salesforce org. Data Cloud is required for essential Einstein Generative AI functionality.
              Tip
              Tip If Data Cloud Setup isn’t visible, try refreshing the page, logging out and back in, or confirming you're using a required edition. If issues persist, contact your Salesforce Account Executive (AE).
            • Complete all the steps outlined in Set Up Einstein Generative AI.
            • Mobile workers must have the Summer '25 version of the Field Service Mobile App or later.
            • Assign Einstein Field Service User permissions to all users.
            1. From Settings, in the Quick Find box, enter Field Service Mobile Settings and select Field Service Mobile Settings.
            2. Select Enable full edit on records.
            3. To make sure the setting is activated on devices, log out and then log back into the Field Service mobile app.

            To use Voice to Record Edit on the mobile app, mobile workers tap the microphone icon on the Record Edit screen and speak. The system intelligently captures information and populates the correct fields.

            Voice to Record Edit mobile screen with microphone icon.

             
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