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Create Field Service Permission Sets
Create Field Service permission sets from the Field Service Admin app.
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. |
| User Permissions Needed | |
|---|---|
| To configure the Field Service managed package: | Customize Application |
| To assign a permission set license: | Manage Users |
| To create a permission set: | Manage Profiles and Permission Sets |
This is a Field Service managed package feature.
Watch the video to see how to create and assign permission set licenses to give your team access to Field Service features.
Watch the video to see how to get Field Service provisioned for users.
- From the App Launcher, find and open the Field Service Admin app, and then click the Field Service Settings tab.
-
Click Getting Started and then Permission
Sets.
These permission sets are created.
User Role Permission Sets Created Purpose Field Service Admin Field Service Admin Permissions AND Field Service Admin License* Let users access and manage all Field Service objects, including the Field Service Visualforce pages and logic services. Field Service Admin Permissions contain the permissions included in the Field Service Dispatcher Permissions permission set, along with additional configuration permissions.
*The Field Service Admin License isn’t created in newer Salesforce orgs.
Field Service Call Center Rep Field Service Call Center Rep Permissions AND Field Service Call Center Rep License* Field Service Call Center Rep Permissions provides the minimum permissions needed to use the Field Service global actions, such as Book Appointment, Get Candidates, and Emergency actions.
*The Field Service Call Center Rep License isn’t created in newer Salesforce orgs.
Field Service Resource Field Service Mobile License AND Field Service Scheduling License AND Field Service Resource Permissions Field Service Mobile License provides the permission set license needed for users to log into the Field Service mobile app.
Field Service Scheduling License provides the permission set license needed for the user to appear on the Gantt and to be scheduled by the scheduling engine and optimizer.
Field Service Resource Permissions provides the minimum permissions needed for users to update appointment status and update their last known location.
Field Service Dispatcher Field Service Dispatcher License AND Field Service Dispatcher Permissions Field Service Dispatcher License gives users the permission set license needed to load the dispatcher console.
Field Service Dispatcher Permissions contain the permissions included in Field Service Call Center Rep Permissions and Field Service Resource Permissions along with permissions to operate the dispatcher console and run optimization.
Field Service Community Dispatcher Field Service Community Dispatcher License AND Field Service Community Dispatcher Permissions Users can view and use the dispatcher console, view global actions and their related objects, and schedule, optimize, and dispatch service appointments. Field Service Self Service Field Service Self Service License AND Field Service Self Service Permissions Experience Builder site users can view all global actions and their related objects to create, book, and schedule their appointments. Field Service Integration Field Service Integration Users can access data needed for optimization, automatic scheduling, and service appointment bundling. Field Service Guest User Field Service Guest User License Field Service Guest User License provides the permissions for unauthenticated users to run appointment booking and scheduling actions.
When a permission set is current, the Create Permissions link on the tile is replaced by a message indicating that it’s up to date.
