---
schema_version: "1"
id: 4bd39c7b747bc2641fd6be1a62d9f70f958899e4c599856de09292631142e939
title: Set Up Field Service Mobile Insights (Beta)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_mobile_insights_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_mobile_insights_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d899acfd52e26336f6034744d4d8cadcc0be81ce3e11be29dc3dd2675412ce69
description: Turn your operational data from the Field Service mobile app into actionable intelligence.
products:
  - Field Service
release: "264"
---
# Set Up Field Service Mobile Insights (Beta)

Turn your operational data from the Field Service mobile app into actionable intelligence.

In Setup, click **Salesforce Go** at the top of the Setup menu. Then, search for `Field Service`. Click the **Field Service Mobile Insights for Home Org** tile.

## Assign User Permissions

To ensure the right team members have access, under Manage Users, click **Manage**.

- **Select a Permission Set**: Choose between Tableau Next Limited Consumer (for read-only access to freemium apps) or Data Cloud User.
- **Filter and Find**: Use the Users filter to view "All" users or those already "Assigned."
- **Grant Access**: Select the checkbox next to the user’s name and click **Assign**. Keep an eye on your license count. The dashboard shows exactly how many seats you have available versus assigned.

## Install and Enable Field Service Mobile Insights

Under Install and Enable Field Service Mobile Insights, click **Manage**.

- Connect your data source:
    - **Salesforce Connection**: Select your primary connection.
    - **Data Space**: Choose the relevant data space (the "default" space is typically pre-selected for you).
    - **Timeline**: Under the Work Days section, select the days your mobile team is active. This ensures your "Daily Active User" metrics are accurate and don't get skewed by weekends or off-days.
- Enter details about the install:
    - **App Name**: Provide a unique name for this installation instance.
    - **Description**: Add details such as the installation date, version, or intended business unit.
    - **Log Level**: Adjust the level of details to include more information.

If you prefer the traditional route, you can also manage user access with the standard Permission Sets or Permission Set Groups pages in Salesforce Setup by clicking the Go to Setup shortcut on the assignment screen.