---
schema_version: "1"
id: 400fec7e41c5a0e1ae6f04b35cb3ecab7ee7e35006d7e9b84d551b434acd5f32
title: Set Up Lead and Opportunity Creation for Field Service Mobile Workers
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/mfs_leads_opps_creation.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.mfs_leads_opps_creation.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ee7e80c184727ec494a86ed56fae3b6d11421f507d07ecfd046754dacdae6602
description: 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.
products:
  - Field Service
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Field Service core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">To access the Field Service mobile app, users need the Field Service Mobile user license.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d31516e78">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d31516e78 ">To set up lead and opportunity creation:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d31516e78 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

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.