Let your customers use their own device instead of the Field Service mobile worker’s device to digitally sign service reports. Before you start setting up Contactless Signature, make sure that you have a service report template and a digital signature.
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. |
| The Field Service Appointment Assistant managed package and permission set license are required. |
This is a Field Service mobile app feature.
- Create Permission Sets for Appointment Assistant Contactless Signature
You can use this permission set for the Field Service mobile workers and the Field Service admins. For Appointment Assistant Contactless Signature, each mobile worker needs the Field Service Appointment Assistant permission set license to share the service report with the customer. - Configure Appointment Assistant Settings for Contactless Signature
Make sure that the Appointment Assistant settings are configured. - Add Contactless Signature to Your Experience Builder Site
To enable Appointment Assistant Contactless Signature, add it to your Experience Builder site. - Create a Sharing Rule for Contactless Signature
Add a sharing rule to share service report records with the guest users. - Create a Messaging Component for Contactless Signature
Create a messaging component for the message sent to customers for signing the service report. - Set Up Contactless Signature Flows
Create your own version of the flows based on the templates in the Appointment Assistant package. - Add a Quick Action for Contactless Signature
Create an action to send customers a link to the Contactless Signature page. - Expose the Document Recipient Object’s Status Field
The Document Recipient object’s Status field must be visible for the Contactless Signature flow.