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Give Users Access to the Field Service Mobile App

To give your mobile workforce access to the Field Service mobile app, set them up with the right user license and permissions. These steps also apply to Experience Builder site users.

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 permission sets: Manage Profiles and Permission Sets
To manage users: Manage Users
To create service resources: Create on service resources
  1. Create a permission set.
    1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
    2. Click New.
    3. Enter a name. For example, enter Field Service Mobile. The API name is populated for you.
    4. For License, select Field Service Mobile.
    5. Save the permission set.
  2. Enable the required system permissions.
    1. In the permission set, click System Permissions, and then click Edit.
    2. Select these system permissions: Field Service Standard, Field Service Mobile, and API Enabled.
    3. Save your changes.
  3. Customize the object permissions.
    1. In the permission set, click Object Settings.
    2. Click an object’s name to modify its permissions.
    3. Save your changes.
      At a minimum, mobile users need the permissions in this table. You can assign additional permissions to objects such as assets, accounts, and products, according to your business needs.
    Object Name Object Permission Needed Field Permission Needed
    Contact Read Email, Name, Phone, Title, Mobile
    Service Appointment Read Appointment Number, Created By, Created Date, Parent Record, Parent Record Type, Parent Record Status Category
    Service Appointment Read, Edit Address, Contact, Owner, Scheduled Start, Scheduled End, Status, Work Type
    Service Resource Read, Edit Active, User
    Work Order Read, Create, Edit None
  4. Assign the permission set to the mobile users.
    1. Click Manage Assignments, and then click Add Assignments.
    2. Select all of the mobile users.
    3. Click Assign.
  5. Create a service resource record for each user.
    Note
    Note To use the Field Service mobile app, each user needs Read access to their service resource record. If you have Service Resources set to Private in Sharing Settings, see Manual Sharing for how to give your users Read access, or consider implementing sharing rules.
  6. (Android only) Add Apex class access for users that need the Google Maps functionality.
    1. Create a permission set.
    2. In the permission set, click Apex Class Access.
    3. Click Edit.
    4. Add these Apex classes to the list of Enabled Apex Classes. These classes enable the Android Salesforce Field Service mobile app to securely access directions and geo-coding information through Google Maps APIs: FSL_RESTController_GoogleApis_Directions, FSL_RESTController_GoogleApis_Geo, and FSL_RESTController_GoogleApis_Requestor.
    5. Assign the permission set to Android users.
    6. Save your changes.
  • Give Contractor Service Resources Access to the Field Service Mobile App
    The way you track contract work in Salesforce depends on how you want to track capacity, assign appointments, exchange data with contractors, and give them access to the Field Service mobile app. Follow these simple steps to add contractors to your database and give them the access they need.

See Also