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.

49 questions with no upvoted or accepted answers
Filter by
Sorted by
Tagged with
2
votes
1answer
353 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 ...
2
votes
0answers
97 views

Field Service Lightning to track location and to auto change the status of the schedule appointment to Done

A user goes to a scheduled appointment. He changes the status to arrived. When the user leaves the location, track his location and when they leave the location - auto change the status of the ...
2
votes
1answer
483 views

Field Service Lightning in Winter '17

I see that in Winter '17, a number of standard field service objects are added that replicate the functionality of the custom objects in Field Service Lightning's managed package. At this time I have ...
1
vote
0answers
100 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 ...
1
vote
0answers
50 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/...
1
vote
0answers
208 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 ...
1
vote
0answers
289 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 ...
1
vote
0answers
36 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 ...
1
vote
1answer
597 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 ...
1
vote
0answers
90 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 ...
1
vote
0answers
430 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 ...
1
vote
0answers
169 views

Invocable method giving error in FSL flow mobile

I created a flow using Flow designer and it is a FSL mobile flow. Here I basically uploading a file and then using the same for Einstein Prediction and here is how I'm doing. Upload file using ...
1
vote
0answers
127 views

Lock Service Appointments in Gantt (Field Service)

does anybody know if there is some possibility (e.g. permission set) to lock the gantt diagram in the FS for a specific user? There is this possibility to lock/unlock the whole gantt but the problem ...
1
vote
0answers
30 views

EndDate and StartDate on Canceled WorkOrders

WorkOrders have a set of standard fields called StartDate and EndDate. According to the SOAP API documentation, they are defined as such: StartDate: The date when the work order goes into effect. ...
1
vote
0answers
58 views

How do I get to use Work Order Status Object in FSL?

I have got FSL enabled in of my Sandboxes and I would like to explore and use "Work Order Status and Work Order Line Status" objects. However, I don't seem to find these in the environment. Would like ...
1
vote
0answers
308 views

“Enable Field Service Lightning” missing in some dev orgs

I have a few dev orgs created before Winter '17, as well as a preview org I created last week. All of them are on Winter '17 now but only the preview org shows "Enable Field Service Lightning" under ...
0
votes
0answers
21 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 ...
0
votes
0answers
61 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....
0
votes
0answers
19 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 ...
0
votes
0answers
27 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 ...
0
votes
0answers
108 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 ...
0
votes
0answers
97 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 . ...
0
votes
1answer
46 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 ...
0
votes
0answers
33 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 ...
0
votes
0answers
20 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 ...
0
votes
0answers
49 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 ...
0
votes
0answers
16 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.
0
votes
0answers
59 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 ...
0
votes
0answers
46 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&...
0
votes
0answers
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?
0
votes
0answers
52 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 ...
0
votes
0answers
51 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 ...
0
votes
1answer
187 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 ...
0
votes
0answers
9 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 ...
0
votes
0answers
129 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". ...
0
votes
0answers
187 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 ...
0
votes
0answers
63 views

How to integrate FSL Mobile App with Third-party Mobile POS?

Will FSL be able to integrate with the third-party app through deep linking? We would really be keen on hearing from someone with the experience of implementing this.
0
votes
0answers
167 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 ...
0
votes
1answer
230 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 ...
0
votes
1answer
307 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 ...
0
votes
1answer
109 views

How can I use the Data Loader to connect SSIS?

My team wants to take data from Salesforce and using Integration Services, integrate that data to another platform. First of all , I would like to know if this is possible, and if it is, is there any ...
0
votes
1answer
262 views

Field service lightning crashing on Android constantly

We have just implemented FSL in our business and all installers using FSL app on Android phones are reporting multiple crashes without exception. Has anyone else experienced this issue? Is there a ...
0
votes
1answer
163 views

Customizing the flow message on the Mobile

We are calling a Flow from the Mobile App and we want to customize the success/error message. Example. Let us say the Quick Action name is 'Check In'. Happy Path: 1) From the Mobile App, click on '...
0
votes
1answer
45 views

Maintenance Plan, Service territories object and Associated objects are not Visible

one of the my dev org shows "Enable Field Service Lightning" under Setup > Build > Customize > Field Service > Field Service Settings. my another org just have "Enable Work Orders". Is there something ...
0
votes
1answer
176 views

Field Service Lightning - Update record offline

We are working on FSL Salesforce, we need help in below scenario Field agent uses FSL app on mobile and update the status of Service appointment according to their work. Suppose today he updated the ...
0
votes
1answer
417 views

Enabling Field Service Lightning on Developer

I'm trying to enable Field Service Lightning within a Developer Edition. The posts I've seen refer to contacting Salesforce if you have a paid edition, but there seems to be no answer when trying to ...
0
votes
1answer
310 views

Mixed DML Operation - creating Resource via Flow

I have a Flow where I create a User and a resource, related to that user, the object resource is managed by Field Service Lightning Package from Salesforce. The Flow itself seems to work fine, except ...
0
votes
1answer
141 views

How can I deploy fields on the new ServiceAppointment or ServiceTerritory objects?

Salesforce has baked some standard Field Service Lightning objects into the Winter 17 release, like "ServiceAppointment". But those do not appear to be exposed in the metadata API or in ChangeSets. ...
0
votes
1answer
939 views

Error in Field Service Book Appointment

I have assigned a user "FSL Dispatcher" profile and trying to Book an Appointment via that user but on clicking on "Get Appointments" i am getting attempt to dereference a null object error. Am i ...