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Set Up Lead and Opportunity Creation for Field Service Mobile Workers

Use a flow template that guides your mobile workers through creating leads and opportunities for potential customers directly from the app, without contacting customer services.

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 set up lead and opportunity creation: Customize Application
  1. Copy the flow.
    1. From Setup, in the Quick Find box, enter Process Automation, and then select Flows.
    2. Open the Field Service Mobile: Create Leads and Opportunities flow template.
    3. Click Save As and create your own version of the flow based on the template.
  2. Create a quick action and add it to the mobile worker’s layout.
    1. From the object management settings for service appointments, go to Buttons, Links, and Actions.
    2. Click New Action.
    3. For Action Type, select Flow.
    4. For Flow, select the copy of the flow that you created.
    5. Enter a label.
      The name is populated based on the label.
    6. Save the action.
    7. From Page Layouts, open the mobile workers’ layout.
    8. From Salesforce Mobile and Lightning Experience Actions, drag the action that you created onto the layout.