Guide your team through mobile flows in which they can view information, create and update records, and trigger input-based actions.
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. |
| User Permissions Needed | |
|---|---|
| To open, edit, or create a flow in Flow Builder: | Manage Flow |
| To run flows from the app: | Run Flows |
One quick and recommended way to accelerate adding flows is by installing the optional, and free, Field Service Starter Kit. The Starter Kit is a Salesforce Labs managed package containing Flow Templates that you can enable and use immediately or customize to tailor fit to your company’s specific use case. The kit contains 13 features that you can easily install and test in a sandbox environment and roll out to your users. The features are grouped into three families – Status-Based features, Mobile Notifications, and General Flows.
The Starter Kit is a great way to get started adding flows to Field Service. See the Field Service Starter Kit Simple Implementation Guide for a good introduction to the features in the kit.
But, before you begin, learn how to build flows and connect them to the Field Service Mobile app.
- Considerations for Using Flows in the Field Service Mobile App
Review flow considerations before using flows in the Field Service mobile app. - Build Flows for the Field Service Mobile App
Create, activate, and manage flows for the Field Service mobile app in the drag-and-drop Flow Builder. - Connect a Flow to the Field Service Mobile App
You can set up an app extension that connects a flow to the Field Service Mobile App.