Learn how to customize the Field Service mobile app’s screens, actions, and branding settings, and create unique mobile experiences for different user profiles.
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. |
Note
- Users must re-log in to the app to receive metadata updates like page layout changes.
- Salesforce doesn’t recommend manually deleting metadata. If the mobile device goes offline immediately after metadata is deleted, data may not be available until the device is back online. After metadata is deleted, refresh all application tabs—Schedule, Inventory, and Profile—by pulling down on each screen.
- Move to Lightning Data Service for Field Service Mobile
Lightning Data Service is an updated technology within the Field Service mobile app. Together with Lightning Web Components (LWCs), you get a powerful way to customize the app and use its latest features, all through using a simple setup. - Customize and Extend the Field Service Mobile App with Lightning Web Components
Lightning web components (LWCs) let you create your own experiences using Quick Actions to customize the app to meet your business needs. LWCs represent the best of the Salesforce platform, bringing modern web standards in performant, modular components that are easy to build. - Customize the Field Service Mobile App by User Profile
Assign unique configurations of mobile app settings to different user profiles to accommodate the needs of contractors, supervisors, and other app users. - Customize Tabs with the Field Service Mobile App Builder
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. - Customize Screens in the Field Service Mobile App
Control which fields users see in the Field Service mobile app by updating page and search layouts. - Set Up Custom Actions in the Field Service Mobile App
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. - Brand the Field Service Mobile App
Give the Field Service mobile app your company’s look and feel by customizing the colors used in the user interface. Apply your company colors or optimize the color scheme to compensate for the relative brightness of your mobile workforce’s work environments. - Customize Push Notifications for the Field Service Mobile App
Push notifications alert your mobile workforce to approaching appointments and scheduling changes. - Set Up the Field Service Mobile Widget
Let mobile workers view their next appointment’s details, update the status of appointments from Dispatched to En Route, and navigate to appointments directly from the home screen. - Create App Extensions for the Field Service Mobile App
Create app extensions to let users pass data from the Field Service app to another app. - Add Flows to the Field Service Mobile App
Guide your team through mobile flows in which they can view information, create and update records, and trigger input-based actions.