Customize the Field Service Classic Dispatch Console

Make the Classic Dispatch Console work for you! Adjust the time frame and contents of the appointment list and Gantt, customize each section’s layout, create custom actions for dispatchers, and create custom appointment list filters.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.

Package icon This is a Field Service managed package feature.

  • Control Which Field Service Appointments Appear in the Classic Dispatch Console
    Dispatchers can view and filter service appointments in the appointment list and in the Gantt chart. Learn how to control which appointments appear in these sections of the Classic Dispatch Console.
  • Customize the Classic Dispatch Console with Field Sets
    Use field sets to control which fields appear in different sections of the Field Service Classic Dispatch Console. For example, choose which fields appear as columns in the appointment list.
  • Create Custom Actions for the Field Service Classic Dispatch Console
    Put the right actions at your dispatchers’ fingertips by adding custom actions to the Classic Dispatch Console. Custom actions can either call an Apex class or open a Visualforce page, and can be run on records in several areas of the Classic Dispatch Console. To keep the Classic Dispatch Console tidy, actions are shown in dropdown action lists with icons.
  • Create Custom Appointment List Filters
    Create custom filters in Field Service to control which appointments appear in the Classic Dispatch Console service appointment list. Base your filters on service appointment fields and add custom logic. Dispatchers can create private filters or share them with others.
  • Create Custom Appointment Icons
    Add custom icons to service appointments on the Field Service Gantt, map, and appointment list so dispatchers can quickly identify appointment characteristics. For example, use a custom icon to indicate that an appointment is for a VIP or first-time customer.