Assign Field Service Permissions
After you create your field service permission sets, give users the permissions they need to complete their field service tasks. You can assign permissions in Setup or in Guided Setup.
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 assign a permission set license: | Manage Users |
| To create a permission set: | Manage Profiles and Permission Sets |
- From Setup, in the Quick Find box, enter Users, and then select Users.
- Click a user’s name.
- Click Permission Set Assignments at the top of the page or scroll to the Permission Set Assignments related list.
- Click Edit Assignments.
-
Enable the appropriate permission sets and click Save.
Tasks Permission Sets Admin: Manage all Field Service objects, including the Field Service Admin app, Field Service Visualforce pages, and logic services. - Field Service Admin Permissions
- Field Service Admin License*
*The Field Service Admin License permission set isn’t created in newer Salesforce org, so it doesn’t need to be assigned to users.
Call Center Rep: Access all global actions and their related objects to create, book, and schedule service appointments. - Field Service Call Center Rep Permissions
- Field Service Call Center Rep License*
*The Field Service Call Center Rep License permission set isn’t created in newer Salesforce orgs, so it doesn’t need to be assigned to users.
Dispatcher: Access all global actions and their related objects to create, book, and schedule service appointments. - Field Service Dispatcher License
- Field Service Dispatcher Permissions
Technician: Manage service appointments and their related parent objects. - Field Service Mobile License
- Field Service Resource License
- Field Service Resource Permissions
- How Are Field Service Permission Sets Updated?
Permission sets provided by the Field Service managed package are automatically updated at the beginning of each major release.
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