How Are Field Service Permission Sets Updated?

This is a Field Service managed package feature.

The managed package has three major releases each year that follows the Salesforce release cadence within 72 hours: Winter, Spring, and Summer.

Because new versions require new permissions, the permission sets provided by the managed package must be updated to include any new required permissions. All managed package-provided permission sets are updated when a user launches one of the following pages:

• Classic Dispatch Console (vf001_ServiceExpert)
• Book Appointment Chatter action (AppointmentBookingVf and AppointmentBookingCommunitiesVf)
• Candidates Chatter action (GetCandidates)
• Emergency Chatter action (EmergencyWizard)

During this update process, any minimum permissions that were removed from the permission set are readded. Permissions added by an admin aren’t removed.

Permission set auto-update is only triggered one time after every managed package upgrade.

Note Avoid altering the default Salesforce Field Service permission sets within the managed package, as new package versions override any changes. Instead, create additional permission sets to customize permissions for specific users. If you must revoke a permission from the standard set for specific users, create a permission set group containing the Field Service standard permission sets, your custom permission sets, and a muting permission set.

To check if a permission set is current, from the App Launcher, find and open the Field Service Admin app. Click Field Service Settings | Getting Started | Permission Sets. Each permission set tile includes a message indicating that it’s current. If it doesn’t, click Update Permissions on the tile.

Note Auto-update of permission sets is logged on the behalf of the user who triggered the update, even if the user doesn’t have permission to update permission sets. To turn off this process, ask Salesforce to disable the Auto Update of Field Service Permission Sets feature. To update permissions for Apex Class, Record Types, and Tabs Visibility, you must be an admin or have ModifyAllData or ModifyMetadata permissions.