Salesforce Docs Portal

Add Global Actions to the Field Service Mobile App

Add global actions to the Field Service mobile app to give your call center reps easy access to common tasks.

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 create actions and modify publisher layouts: Customize Application
  1. From Setup, in the Quick Find box, enter global actions, and select global actions. Add an action.
  2. From Setup, Under Publisher Layouts, add the global action to the global layout.
  3. Drag the quick action you want to add to your app into the Quick Actions in the Salesforce Classic Publisher section.
  4. Click Save.

The action is accessible from the navigation bar in the Field Service mobile app.

Note
Note The app only supports global actions of the types Create a Record and Lightning Web Components. Other action types aren’t supported.
Note
Note Ensure the global layout is assigned to the correct role, and the global actions are assigned to the correct global layout.