Enable Salesforce Field Service, set up permission set groups and assign them to users, review recommended access levels for Timesheets and Labor Cost Optimization objects, create a timesheet template, set up flows, and add the Timesheet component to your Field Service Mobile app.
- Enable Field Service for Timesheets and Labor Cost Optimization
To use Timesheets and Labor Cost Optimization, enable and set up the latest version of Field Service in your org. - Set up Permission Set Groups for Timesheets and Labor Cost Optimization
Timesheets and Labor Cost Optimization is built for the Field Service Technician and Supervisor personas. Assign the right permission sets for the admin, supervisor, and technician permission set groups and assign them to users to allow Timesheets and Labor Cost Optimization access. - Enable Timesheets and Labor Cost Optimization
To use Timesheets, in Setup, turn on Timesheets and Labor Cost Optimization. - Sharing Settings for Timesheets and Labor Cost Optimization Objects
Review the organization-wide default sharing settings to understand the minimum level of access for each object for a field service technician. You can extend the default level of access to your users, both internal and external. You can also use permission sets, sharing rules, and role hierarchies to fine-tune access beyond the organization-wide default options. - Configure Vehicle Selection
Supervisors can configure the options for the technicians to select the vehicle. - Configure Bulk Timesheet Creation
Supervisors can configure the settings to enable the bulk creation of timesheets. - Set Default Picklist Values for Timesheets and Labor Cost Optimization Objects
Set the "new" picklist value as a default selection for time sheet, time sheet entry, and time sheet entry item objects. - Creating a Timesheet Template
Create a template that field service technicians use to quickly create timesheets with a consistent format. You can then use the template to automatically create timesheets for technicians. - Set up Flows for Timesheets and Labor Cost Optimization
Use the Flow Builder templates in your org to set up Timesheets and Labor Cost Optimization. Clone these flow builder templates. When you clone a template, you can customize and then activate the cloned template. Alternatively, you can create a flow from scratch, and add the required flow actions to it. - Add the Timesheets Component to Field Service Mobile
Add the Timesheets Lightning Web Component to the Field Service Mobile App so that technicians can access it from their app. - Submit Timesheets in Two Steps
Verify your hourly breakdowns and perform data overrides before finalising your timesheet submission.