Learn how to set up Document Builder and start creating service documents.
Required Editions
| Available in: Lightning Experience. |
| The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
Document Builder is the Field Service solution for service documents. You can enable both Document Builder and Service Reports for your company, but you can assign only one feature, Service Reports or Document Builder, to each user. When you give a user the permission to use Document Builder, the Service Report button is hidden for them and they can’t access Service Report features or templates
- From Setup, in the Quick Find box, enter and select Field Service Settings.
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Select Enable Document Builder.
A notification informs you that Salesforce is registering your org. A few minutes later an email notification lets you know whether you’re registered. After you’re registered, you can start creating service document templates. Only Salesforce admins, with access to the Setup menu, can access the builder experience and build service document templates.