Individual mobile users can turn off location tracking for the Field Service mobile app
from their phone’s operating system settings. To exclude specific mobile workers from tracking,
such as when not all members of your workforce are legally protected against geolocation tracking,
take these steps.
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 configure resource tracking: |
Customize Application |
| To assign permission sets: |
Assign Permission Sets |
-
From Setup, in the Quick Find box, enter Permission Sets, and then
select Permission Sets.
-
Create a permission set for users that you want to exclude from geolocation tracking.
-
Give the permission set a label and under License, select Field Service
Mobile.
-
Save the permission set.
-
From the settings of your new permission set, click System
Permissions.
-
Click Edit and select Exclude Technician from Geolocation
Tracking.
-
Save your changes.
-
Click Manage Assignments, and then click Add
Assignment.
-
Select the users that you want to exclude from geolocation tracking, and then click
Assign.
