Salesforce Docs Portal

Add the Field Service Classic Dispatch Console to an Experience Builder Site

Hand over the dispatching reins to a field service contractor manager by embedding the Classic Dispatch Console in an Experience Builder site.

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 create, customize, or publish an Experience Cloud site: Create and Set Up Experiences AND View Setup and Configuration
To create a permission set: Manage Profiles and Permission Sets
To assign a permission set license: Manage Users
To use the Classic Dispatch Console in a site: Partner Community license and Field Service Dispatcher permission set license

Package icon This is a Field Service managed package feature.

  1. Add the Classic Dispatch Console to your Experience Builder site.
    1. In Experience Builder, open the Pages menu on the top toolbar.
    2. Click New Page at the bottom of the Pages menu.
    3. Click Standard Page, and follow the prompts to create your page. Give it a helpful name, like Classic Dispatch Console.
    4. Assign the page a one-column layout.
    5. From the Components menu, drag a Visualforce Page component to the Content section of the page. Set the component’s properties as follows:
      • VF Page name: vf001_ServiceExpert
      • Height: Any value (we suggest 800 pixels)
      • Record ID: Leave unchanged—{!recordId}
    6. Open the navigation menu and add a menu item. Use the following settings:
      • Name: Any value (for example, Classic Dispatch Console)
      • Type: Community Page
      • Page: Select the page you created earlier
    7. In the Members section, select the Field Service Community Dispatcher Permissions to be allowed in the site.
    8. Publish your changes.
  2. Give site users access to the new Classic Dispatch Console page.
    1. Confirm that the site users who need access to the Classic Dispatch Console have a Partner Community user license.
    2. Confirm that a service territory has been created for the contractor. For details, see Guidelines for Setting Up Field Service Contractors.
    3. Create the site dispatcher permission sets. From the App Launcher, find and open the Field Service Admin app, and then click Field Service Settings. Then, click Getting Started > Permission Sets.
    4. Find the Field Service Community Dispatcher tile. Confirm that the tile shows a message indicating that the permission set is current. If it doesn’t, click Create Permissions.
    5. Assign two permission sets to the site users who need access to the Classic Dispatch Console:
      • Field Service Community Dispatcher License permission set
      • Field Service Community Dispatcher Permissions permission set
Note
Note Site dispatchers can’t access the complex work feature—for details, see Complex Work in Field Service—or Live Gantt updates.

See Also