Questions tagged [field-service-lightning]

Field Service Lightning is a powerful, customizable set of features that you can use to set up a mobile-friendly field service hub in Salesforce. It includes the objects involved in inventory management and work scheduling, such as Asset, Service Resources, Territories, Service Appointment, and Work Order. Also included are the managed package which performs scheduling optimization and related tasks and the iOS and Android mobile apps.

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24 views

How can I test functionality that only exists as a REST API call?

The only way to create a Service Report programmatically in Field Service is to call out via REST to the Actions API (see https://developer.salesforce.com/docs/atlas.en-us.field_service_dev.meta/...
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22 views

Trigger Flow or Process Builder when Service Resource arrives at location?

Is there a way to trigger a Lightning Flow or Process Builder when a Service Resource gets physically close (i.e. crosses a Geofence) to a client's service location? I would like to have the Service ...
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14 views

FSL - Select Files Button Not Working for Multiple Photo Upload on IOS device as a part of Screen File Upload compoent

I am using FSL Mobile Flow, to upload multiple files but in IOS Device I have facing an issue with the 'Select File' Button it's not taking photos from a file manager, the screen gets loading every ...
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63 views

/services/data/v46.0/scheduling giving error: Service not found at: /services/data/v46.0/scheduling

When I try to call the URI: /services/data/v46.0/scheduling from workbench, I am getting the below error: [ { "errorCode" : "NOT_FOUND", "message" : "The ...
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39 views

In Field Service lightning, while fixing overlap “Leave on Gantt and set In-jeopardy” option is not marking the service appointment in jeopardy flag

In Field Service lightning, while fixing the overlap between service appointments , Leave on Gantt and set In-jeopardy option is not marking the service appointment in jeopardy flag, but the ...
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110 views

2GP Extension Package With Dependencies on External Packages

I need to create an AppExchange Package (extension to Health Cloud), which has dependencies on the Health Cloud package. As per documentation/community, 2GP is the recommended way to package new ...
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96 views

Test Class Error: Service can not be scheduled where primary territory member is not defined

Test class is failing due to below error. I have created Primary ServiceTeritoryMember but still getting this error. Service can not be scheduled where primary territory member is not defined objOH....
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380 views

How to Deeplink FSL mobile App and Salesforce App

I have been struggling a bit to find the right documentation to accomplish a seemingly easy task. Deeplinking: FSL App to Salesforce App Now for starters, I have found a very easy way to deep link the ...
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23 views

“View Service Appointment” Button in Salesforce Community

I have a community user, who have "Customer Community Plus" License and have Community Dispatcher Permission and License. If he is scheduling work order from community through Candidates ...
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32 views

Navigation related to FSL Mobile App Screen Flow

I have a Question object which has in which there are two fields, Question and Answer(Picklist). I want to make a flow which takes all the question records and update the answer in them. But i don't ...
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166 views

Travel Times are not always calculated Field service lightning

I've configured Field service lightning settings to calculate the travel times on dispatcher console of Field service lightning. It is calculating for some Service appointments but not for others even ...
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182 views

Field Service Lightning - Users with User territory records cannot view parent records if the parent records are owner by manager role

I have an issue where I've created user territory records for the users to view any records which are created in the territory however the users cannot see records when owner by user in higher role . ...
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63 views

Where is the settings under Field Service Settings (FSL__Master_Settings) stored

I need to extract the settings under the tab Field Service Settings to back them up, for example in GitHub, and to migrate settings between orgs. Tried to look for them in custom settings, custom ...
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41 views

Multiple Piece Validation Check in Field Service Lightning

Is there a way to leverage Work Rules to validate based on a certain number of Work Types in a day's schedule period? I have an environment with Field Service Lightning setup. The client would like a ...
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28 views

Field Service Lightning - Unable to Change Resource Type from Agent to Technician on Service Resource Record

I have an existing Service Resource record with Agent Resource type and I have to change the resource type to "Technician" type or want to clone the existing service resource record with ...
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61 views

Mobile Flow in FSL

I have created a Flow & Flow type is Field Service Mobile Flow. Which is having in action to update service appointment status and I have also created App Extention in Field Service Mobile Setting ...
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19 views

Field Services Lightning on Android - List View filtered by 'MONTH' does not display any Service Appointments other than today's on an Android

List View filtered by Scheduled Start equals MONTH, does not display any Service Appointments other than today's on an Android. The List View works on all other devices.
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124 views

Standard Field not available for Roll-up Summary

I am creating a series of Roll-up Summaries on the standard WorkOrder Object, summarizing the standard TotalPrice field on the WorkOrderLineItem Object. However, this field does not appear on the ...
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70 views

Field Service App- Record Choice Set

I have a small issue with a record choice set on the field service app. I have created a flow and i am currently testing this flow. I have noticed that with my admin account, the record choice set ...
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50 views

Build flow for FSL

I am trying implement screen flow with Appointment Scheduling component. but can not find any information how to do it right except https://help.salesforce.com/articleView?id=ls_set_up_screens.htm&...
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56 views

Insert Work Orders with randomized Latitude and Longitude Values for testing bulk scheduling in Field Service Lightning (FSL)

This code is supposed to insert 50 work orders with randomized geolocations. It's meant to create enough records of sample data to set the stage for demonstrating the power of bulk-scheduling/...
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18 views

How to get Field Service Dispatcher/Resource license in Enterprise edition Scratch org?

I can't get Field Service Dispatcher/Resource license when I select the "Enterprise" edition for my Scratch Org. I can manage to get the licenses when using the "Developer" edition though. Why?
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198 views

How to get Field Service Dispatcher/Resource license in scratch org

We need "Field Service Dispatcher", "Field Service Mobile" and "Field Service Scheduling" license in scratch org in order to utilize the FSL managed package. We have tried to install the FSL managed ...
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73 views

Field Service lightning Mobile Notifications for Dispatched records

As title suggests i am not receiving Mobile notifications whenever any Service appointment is scheduled/dispatched. I have already gone through this 2 posts which have the answer and explanation but ...
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65 views

Get Appointment Candidates not retrieving correct resources

I am new to Field Service Lightning and I am running into an issue over the last few days. I have noticed a few cases in which the candidates are retrieved outside of their coverage areas. Where three ...
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1answer
851 views

Service resource not appearing on Gantt chart in Field service lightning

So as title suggests i am not able to see Service resources in the gantt chart in FSL,although There is no filter applied in resources filter section. Service resources are having matching territory ...
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236 views

Optimization in FSL throwing Not Authorized error

I have FSL Admin Permissions, FSL Dispatcher License and FSL Dispatcher Permissions assigned to myself( System Admin). On trying to optimize from Dispatcher Console (by clicking optimize from the ...
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10 views

Picking Service territories on Lighting Scheduller

Im building this company for a client whom have many branches, ive activated Lighting scheduler in order to let them manage appointments with agents in said branches. Users are configured as Service ...
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159 views

Not Able see Service Appointment on FSL Mobile App

I have installed FSL mobile app and configured it. But when i login in, am not able to see any service appointment..It says "Looking good.There are no Service Appointment assigned to you for Today". ...
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233 views

Unable to open Appointment Management snap-in in Community

I'm trying to embed the Service Appointment Management Snap-in into a Community, and I get the following error when I try to launch it: The result is the modal window displaying with the message "Try ...
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197 views

Not able to create Service Resource

I a trying to create a service resource by putting resource type as Technician in a test class. Like below: List<Map<String, Object>> paramsList = new List<Map<String, Object>&...
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241 views

Not seeing all fields in Rename Tabs and Labels

We are working on FSL. We need to rename the field label for Location to something else in Work Order. I went to Rename Tabs and Labels in Setup but not able to see Location in the field list to ...
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355 views

Auto Generation of Work Orders from Maintenance Plans Failing

We are trying to get auto generation of Work Orders and Service Appointments working, however when we try to generate Work Orders with the following generation types it always fails: Work Order ...
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1answer
104 views

How to unhide Integrity Checker within Field Service Lightning

I am looking to use the Integrity Checker feature from Field Service Lightning but I cannot seem to locate it under Field Service Settings. I did find a statement within the release notes back in ...
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1answer
105 views

Field Service Lightning Mobile App - Pushing Data during Maintenance Window

Our instance is having scheduled maintenance performed in the next few months that will render our data Read Only for 1 hour. We have Service Resources updating Work Orders and Service Appointments ...
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1answer
197 views

Creating Service Resource with Asset record type

We are trying to create Service Resource with Asset record type. But getting the following error: Found something here: We tried giving Lightning Scheduler permission by follwoing Manage ...
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1answer
254 views

Give create permission to Work Order Line Item

I am creating a permission set. Need to give Create permission to the Work Order Line Item. Usually, I see the below section for the object, to give Create, Read, Edit and Delete access: But not ...
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182 views

Field Service Lightning Issue

I am working on Field Service Lightning and facing some issue. When a Service Appointment is assigned to a Service Resource(User) that Service Appointment should be visible to Service Resource in FSL ...
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1answer
283 views

Auto Launched flow running in User mode

We have an auto launched flow which whenever a work order is rejected by a tech, it auto-dispatches work order to another available tech. We're calling the auto launched flow through a process builder ...
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28 views

NO_APPLICABLE_PROCESS while submitting approval for time sheet entry [duplicate]

I have an approval process for timesheet entry: I have a timesheet entry which is fulfilling criteria for the approval process. The approval process is in active state. I am doing something like ...
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314 views

SDLC with data-dependent applications (CPQ and FSL)

I'm looking for best practices for a SDLC workflow given the following scenario: Team consists of a mix of point-and-click admins and developers Project is based around CPQ or FSL where data is used ...
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105 views

Not able to find Service Analytics Admin permission set

I am trying to create App in Einstein with Field Service Analytics template. To do the above I am following this. I need to provide below permission sets to the Integration User: Service Analytics ...
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39 views

In Field Service Lightning, what can a normal Service Cloud user do?

We're considering using Field Service Lightning for a customer who needs to perform jobs like tracking the maintenance of their assets. In our scenario, the customer has lots of assets, but a ...
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1answer
704 views

Flow failing in Field Service Lightning Mobile App but not when run in Browser

I have a flow that is setup to be ran through the Field Service Mobile app. Recently I have made some updates to it, specifically having two fields that are set by the flow be set by formulas instead ...
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1answer
369 views

How to create Service Reports on the Work Orders but not on Service Appointments on FSL mobile app

When ever I create a Service Report on the WO in the FSL mobile app, its getting created on the Service Appointment related list but on the WO. Our requirement is to create it on the WO. I tried the ...
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1answer
225 views

While offline in the Field Service Lightning mobile app, how can I determine if a record has been deleted?

When a record is deleted while offline, how can I filter it out of subsequent Get Record flow elements? Our most common use case for deleting records is removing Product Consumed records via the ...
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1answer
635 views

Field Service Lightning (FSL) Scheduling

I am learning FSL and trying to schedule Service Appointments in Field Service Gantt. I am not able to drag or locate my Service Appointments in Gantt. There is a warning sign with my Service ...
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387 views

How to deploy Scheduling Policies in FSL from one environment to another?

I have created Scheduling Policy in my sandbox for FSL. How do I deploy it from Dev Sandbox to Integration sandbox and then to Staging and finally to Production? Is it a manual change or can we do it ...
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94 views

FSL mobile app screen elements visibility based on a criteria

We are implementing Field service Lightning. We have a requirement in our FSL mobile flow that on screen elements (text variables) should only be displayed if certain fields are checked which is ...
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1answer
486 views

Available edits to Work Order Overview FSL mobile

I am attempting to make edits to what Salesforce refers to as the "work order carousel" on FSL mobile. Particularly the Work Order Overview layout. I would like to edit the Service Appointment card ...