Once installed, open the ‘Field Service Admin’ app and go to the ‘Field Service Settings’ tab. Monitor and Troubleshoot Field Service Limits and Limitations Key Concepts and Glossary Discover and Set Up Field Service Features With Salesforce Go Field Service Desktop Updates Master dispatcher console settings for effective scheduling, including time zone changes and field customizations. For example, if the status is set to En Route, Appointment Assistant Real-Time Location sends a notification to the customer that the mobile worker is on Sep 22, 2021 ยท Learn to adjust calendar view, customize push notifications, add quick actions, and create flows for efficient field service operations. Customize Field Service Appointment Chatter Settings In Field Service, control whether custom Gantt Chatter posts, dispatch posts, and emergency posts are shared on service appointments or on service appointment parent records. Each row represents a transition or flow in the service appointment Scheduling policies in Salesforce Field Service define the rules and objectives (scheduling priorities) for assigning work to service resources. Scroll to the Appointment Assistant section. This video cove Custom fields associated with an appointment to complete work for a customer in Field Service. 9. Click Getting Started and then Permission Sets. From Settings, in the Quick Find box, enter Field Service Mobile Settings and select Field Service Mobile Settings.

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