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Assign a Permission Set for Appointment Assistant Real-Time Location

You can use this permission set for the Field Service mobile workers and the Field Service admins. For Appointment Assistant Real-Time Location, each mobile worker needs the Appointment Assistant license to share their location with customers when they’re on their way to the appointment.

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.
User Permissions Needed
To create permission sets: Manage Profiles and Permission Sets
  1. From Setup, in the Quick Find box, enter Users, and then select Permission Sets.
  2. Create a permission set.
    1. Click New.
    2. For Label, enter the name of the permission set, for example, Appointment Assistant.
    3. Click the API Name field to populate it.
    4. For License, select Field Service Appointment Assistant.
      The Permissions Sets page is opened.
      The Field Service Appointment Assistant license is an add-on license. If the license isn’t available for selection, ask your account executive for help.
  3. Save the permission set.
  4. Enable the permission set.
    1. From Setup, in the Quick Find box, enter Users, and then select Permission Sets.
    2. Open the Appointment Assistant permission set that you created.
    3. In System, click System Permissions.
    4. Click Edit and enable the Field Service Appointment Assistant permission.
      The Permissions Sets page is opened.
    5. Save your changes.
  5. Assign this permission set to each mobile worker.