Configurations
As an administrator, you can manage the default mobile configurations for the Salesforce Field Service (SFS) mobile app.
As an administrator, you can manage access to Asset 360 components for the SFS mobile app users using mobile configurations. The default configuration is seeded, however you can modify the existing default configurations or create a configuration for the organization instances and mark it as default for all SFS mobile users. You can create mobile configurations for specific users or specific profiles.
The following points explain the scenarios how the mobile configuration is applied to the user or profile.
• The mobile configuration created for the user is applied.
• If the mobile configuration is not available for the user or profile, then any mobile configuration available for the user or profile is applied.
• If no mobile configuration is available for the user or profile, then the mobile configuration marked as default is applied.
• If none of the mobile configurations is marked as default, then the user cannot access the A360 components in the SFS mobile app.
Use Cases and Benefits
The following list represents the benefits of the Mobile Configuration feature.
• A non-developer business administrator can also configure Asset 360 for the SFS mobile app.
• A single screen to set up all the configurations without updating records in multiple places such as creating actions, adding actions to page layout, and configuring custom settings.
• Flexibility to define configurations and group them by user and profile.
• Flexibility of selecting the must-have default configurations for the SFS user.
• Extended access to the Asset 360 components for any record with a lookup field to an Asset record.
• Elimination of manual errors such as incorrect API name, ID value, or component name.
• Leveraging validation of the configurations during the configuration with the errors being displayed due to incorrect or incomplete selection of options.
End-to-End Workflow
The following steps represent the end-to-end workflow for enabling an SFS app user to access the required A360 mobile components.
1. Create mobile configurations for a user or profile.
2. Add the mobile components in the SFS app Quick Action.
Related Topics