Configure quick actions, global actions, flows, and app extensions to help your team work more efficiently from the field. Actions are displayed in a predefined order in the action launcher on record pages in the app.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
| To access the Field Service mobile app, users need the Field Service Mobile user license. |
| User Permissions Needed | |
|---|---|
| To create quick actions and add them to page layouts: | Customize Application |
- Which Actions Appear in the Field Service Mobile App
Learn which actions are visible in the Android and iOS app action launcher. - Add Global Actions to the Field Service Mobile App
Add global actions to the Field Service mobile app to give your call center reps easy access to common tasks. - Create Quick Actions for the Field Service Mobile App
Add quick actions to object page layouts so your mobile workforce can quickly create and edit records, send messages to contacts, and more. - Let Users Create Work Order Line Items in the Field Service Mobile App
Help your team stay organized in the field by letting them create work order line items to split work orders or work order line items into sub-tasks. This feature is available in the Field Service mobile app for iOS, but not for Android. - Let Users Create Product Requests in the Field Service Mobile App
Let your mobile workers create product requests when they find defective parts in their vehicles or their stock runs out.