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Create Messaging Components for Real-Time Location

Create messaging components for Field Service Appointment Assistant that let customers know when their mobile worker is on the way and when the mobile worker is approaching the work site.

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 messaging components: Configure Messaging
  1. From Setup, in the Quick Find box, enter Messaging, and then select Messaging Components.
  2. To create the En Route component, click New Component.
  3. Click Notification, and then click Next.
  4. Enter the plain text version of your automated message. Include the URL placeholder that lets customers navigate to the Experience Builder site for appointment details and arrival information. For example: Your mobile worker is on the way! Track their location here: {!AssignedResource.ApptAssistantInfoUrl}
  5. Click Next.
  6. Enter a name and description for your component. For example, En Route.
  7. Click Done. The Messaging Component Builder opens.
  8. In the left sidebar, click Parameters.
  9. In the Custom Parameters section, click New.
  10. Configure the URL parameter.
    • Name—A label for the parameter. For example, Appointment Assistant Info URL.
    • API Name—ApptAssistantInfoUrl
    • Type—Text
    • Object Type—Assigned Resource
  11. Click Save.
  12. (Optional) In the left sidebar, click Text to further customize the plain text version of your automated message.
  13. Save your changes.
  14. Repeat these steps to create another component that lets customers know when their mobile worker is approaching the work site. Just change the component name and the message that you send to your customers. For example, change the message to “Your mobile worker is nearing the work site” or something similar.

See Also