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Create the Field Service Integration Permission Set

Create or update the Field Service Integration permission set to access the object attributes. The Field Service Integration permission set lets users manage permissions needed for optimization and scheduling services related to Enhanced Scheduling and Optimization and service appointment bundling.

Required Editions

Available in: Available in Lightning Experience and Salesforce Classic in these editions where Field Service is enabled: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To configure the Field Service managed package: Customize Application
To assign a permission set license: Manage Users
To create a permission set: Manage Profiles and Permission Sets

Package icon This is a Field Service managed package feature.

Note
Note The Field Service Integration permission set must have Read access to custom fields used in scheduling and optimization processes. For example, if a recordset filter criteria is defined for a Designated Shift, the Field Service Integration permission set requires Read access to fields that the recordset filter criteria uses. Or, if Dynamic Priority uses a formula field to calculate priority, the Field Service Integration permission set requires Read access to that custom formula field and any custom fields that the formula references.
  1. From the App Launcher, find and open the Field Service Admin app, and then click the Field Service Settings tab.
  2. Click Getting Started and then Permission Sets.
  3. On the Field Service Integration tile, click Create Permissions or Update Permissions.

When a permission set is current, the Create Permissions or Update Permissions link on the tile is replaced by a message indicating that it’s up to date.

The Field Service Integration permission set isn't tied to a license, and you can enable permissions to fit your organization’s needs without relying on one. This allows you to enable permissions for the Field Service Integration permission set on your own and give the Platform Integration User access to fields and objects when they need to be modified. The Field Service Integration is exclusive to the Platform Integration User.

See Also