Field Service Cloud

Configure Field Service Mobile App

Get the Field Service mobile app ready for technicians: the data they see, the flows and screens they use on site, maps, and access to Agentforce in the app.

24 tasks
Method

How MeshMesh does it

  1. Builds the demo foundation the app needs: work types, a territory, technician resources, work plans and steps, work orders and dispatched service appointments.
  2. Builds Data Capture Flows and on-site components such as a barcode scanner Lightning Web Component, fixing deploy errors along the way.
  3. Adjusts what technicians see and can use in the app. Examples include fixing Work Step visibility and assigning permission sets so Agentforce works in the mobile app.
  4. Sets up Native GIS and Field Maps, then traces blank maps to their causes: ArcGIS credits and the Web Map projection.
  5. Troubleshoots mobile card errors by ruling out permissions, licenses, template setup and data flow in turn.
  6. Writes a reusable template covering the whole map setup for later projects.

Next: Build Field Service Data Capture Flows.