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Workforce Scheduling for Agentforce Public Sector
Assign Data Capture Permissions to Mobile Workers

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Assign Data Capture Permissions to Mobile Workers

Give mobile workers access to Data Capture flows in the Field Service mobile app. Create a permission set that adds the Data Capture permissions, and then assign it to your mobile workers.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions
Available in orgs where Field Service and Discovery Framework are enabled.
User Permissions Needed
To assign permissions: Customize Application

Your mobile workers need the Lightning SDK for Field Service Mobile permission to access the mobile app. See Move to Lightning Data Service for Field Service Mobile.

Mobile workers are assigned to a mobile worker permission set. To use Data Capture, create an additional permission set for the Data Capture permissions. For regulatory inspections, this permission set also needs access to the assessment and regulatory objects. See Set Up Regulatory Compliance and Automated Violations.

  1. From Setup, in the Quick Find box, enter Users, and then select Permission Sets.
  2. Create a permission set without assigning a license.
  3. Add object permissions to the permission set.

    To launch and submit forms, mobile workers need Read access to the Assessment Question and Assessment Question Version objects, and Create access to the Assessment and Assessment Question Response objects.

  4. Authorize mobile workers to prime subflows for offline work.
    1. From System, select System Permissions.
    2. Under System, select View Setup and Configuration.
    3. Save your changes.
  5. Authorize mobile workers to run flows.
    1. From Apps, select App Permissions.
    2. Find and select the Run Flows permission.
    3. Save your changes.
  6. Click Manage Assignments, and assign the permission set to your mobile workers.
 
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