The Field Service Mobile App Builder is a point-and-click tool that lets you configure custom tab navigation and give users quick access to screens and records based on their role.
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. |
With the Field Service Mobile App Builder, you can define, rename, reorder, and delete tabs. You can also change tab icons and assign tabs to navigate to native Field Service screens, some object list views, and Lightning web components.
- Field Service Mobile App Builder Considerations and Limitations
Before you start working with the Field Service Mobile App Builder, here are some things to know. - Set Up User Permissions for Field Service Mobile Builder
Let mobile users see the configuration. - Create a Configuration for the Field Service Mobile App
Use the Field Service Mobile App Builder to configure what tabs are available within the Field Service mobile app and assign those configurations to profiles. - Work with a Configuration for the Field Service Mobile App
After you create a custom configuration for the mobile app, you can easily change its style, function, or assignment. - Publish a Configuration for the Field Service Mobile App
Give users access to your customized tabs in the Field Service mobile app. - Explore the Field Service Mobile App Builder
The Field Service Mobile App Builder user interface makes configuring navigation tabs easy. - Work with Tabs in the Field Service Mobile App Builder
Choose tab types and their placement, and add other customizations to create workflows optimized for your mobile app users. - Set Up the Search Tab in the Field Service Mobile App
Let mobile workers search for records in the Field Service mobile app. - Set Up the Schedule Tab in the Field Service Mobile App
The Schedule tab in the Field Service mobile app shows service appointments that are assigned to the user. The Schedule tab layout is based on a list view specified in Setup. If no list view is specified, it uses the service appointment search layout. - Add a Profile Tab Background Image in the Field Service Mobile App
Add a background image to customize the Profile Tab in the Field Service Mobile App.