Equip mobile workers with an integrated geospatial information system (GIS) to help
them assess environmental risks such as real-time weather conditions or power outage areas.
Native GIS combines this external data with work execution details such as work order line items
to provide a unified, interactive map view. To ensure reliability in remote areas, Native GIS
intelligently manages offline map syncs, prompting mobile workers to download necessary
coverage, or automatically updating data every 24 hours.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise Edition with the Asset Service Lifecycle
Management add-on license, or in Performance, Unlimited, and
Developer Editions.
|
- Set Up ArcGIS for Native GIS
To use maps in the Field Service mobile app, first assign licenses. Then, create feature layers in the ArcGIS portal. Finally, assign them to maps, and define the authentication to use to access the map.
- Set Up Authentication in Salesforce for Native GIS
Create authentication methods to authenticate mobile workers, and to authenticate the connector when syncing records with ArcGIS. You can either have a single authentication method for both your mobile workers and the connector, or you can define different authentication methods for each.
- Data Layers for Native GIS
Plot Salesforce data on Native GIS maps in the Field Service mobile app. On the Data Layers tab in Field Maps Settings, set up a connector to sync data to ArcGIS as a reference layer, or map related objects directly from Salesforce without syncing.
- Set Up a Native GIS Connector
To view Salesforce objects on the map, define a connector to automatically sync the Salesforce data with the relevant ArcGIS hosted feature layer. Map Salesforce objects and fields with ArcGIS layers, and define how often the connector should run. To update data at different intervals, you can create multiple connectors for each type of sync interval.
- Set Up Related Objects for Native GIS
Plot the records in a work order's related list on the map without syncing to ArcGIS. Choose the related object and record type, specify where its location comes from, and style the marker that mobile workers see.
- Set Up Map Assignments
Configure which GIS maps mobile workers see in the Field Service mobile app. You can either assign a single map to all users, or assign different maps to different users.
- Create Map Actions for Mobile Workers
Save mobile workers time and improve location accuracy by letting them complete field tasks directly from the map. Set up map actions to assign geospatial drawing tools to work order actions and object actions, so that mobile workers can create records and update locations by tapping or drawing on the map instead of entering coordinates by hand.
- Assign Permissions to Mobile Workers for Accessing GIS Maps
Make sure that the following permissions are assigned to the mobile workers who must access GIS maps.
- Offline Maps
Every 24 hours, the Field Service mobile app evaluates whether your offline map covers the locations for a mobile worker's upcoming service appointments. If the app detects that the map area is insufficient for the next 24 hours of work, it prompts them to replace the current map with a new one that includes the relevant area.
