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Agentforce Field Service and Operations
Assign Field Service Page Layouts

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Assign Field Service Page Layouts

The Field Service managed package provides standard object page layouts that include field service Visualforce components and Chatter actions. Assign these page layouts to the System Administrator and Standard User profiles.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To customize the Field Service managed package: Customize Application
To assign page layouts: Manage Profiles and Permission Sets

Package icon This is a Field Service managed package feature.

Note
Note If you created your own field service profiles, perform the following steps on those profiles instead of the standard profiles.
  1. From Setup, enter Profiles in the Quick Find box, then click Profiles.
  2. Click System Administrator.
  3. In the Page Layouts section, find the Operating Hours object and click View Assignment.
  4. Select all profiles and assign the FSL Operating Hours Layout.
  5. Click Save.
  6. Repeat the previous steps for the following objects.
    • Service Appointment: Assign the FSL Service Appointment Layout
    • Service Resource: Assign the FSL Service Resource Layout
    • Work Order: Assign the FSL Work Order Layout
    • Work Order Line Item: Assign the FSL Work Order Line Item Layout
    • Work Type: Assign the FSL Work Type Layout
  7. Save your changes.
  8. Repeat the previous steps for the Standard User profile.
 
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