Salesforce Docs Portal

Customize Icons and Colors for Reports

Give your reports contrast on the Gantt map by customizing their icons and colors. You can map any tabular report that has geolocation fields.

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.
User Permissions Needed
To configure the Field Service managed package: Customize Application
To customize icons and colors for reports: Custom permission set: FSL Admin Permissions

Package icon This is a Field Service managed package feature.

  1. From the App Launcher, find and open the Field Service Admin app, and then click the Field Service Settings tab.
  2. Click Dispatcher Console UI | Map. Under Report Styles, select a report.
    Note
    Note You can select a report only if it’s available in the Field Service Reports folder. See Reports and Dashboards. Only reports with geolocation fields are shown.
  3. Select a color and an icon for the report, then click Add Report.
    Choose icons and colors for mapping your reports.
  4. Click Save.
  5. From the App Launcher, find and open the Field Service app. To open the Classic Dispatch Console, click the Field Service tab.
  6. Click Map | Map Layers | Reports.
  7. Select a report and click Add Layer.
    View your reports on the map using customized colors and icons.

If you decide not to use customized icons and colors for your reports, they are mapped using the default style for that object type.