Field service appointment assistant managed package Is there a way to deactivate or override the filling of those fields? Jun 21, 2023 · Install Field Service Managed Package. The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. The Field Service Admin app lets admins customize the managed package, manage scheduling and optimization, and use the dispatcher console. When you install the Field Service managed package, you get the following features. Choose the installation option for Admins Only. To install Field Service managed package, follow these steps: Click the installation link provided on the download page. salesforce. See full list on trailhead. com Jan 17, 2023 · The first step to getting Self-Service Scheduling set up is to install the Appointment Assistant managed package (as well as Field Service, should you not already have that installed). Guided Setup: There’s no need to go it alone! This nifty tool walks you through key setup tasks, including assigning permission sets, creating service resources, and customizing appointment booking settings. The section on Appointment Assistance is visible along with the fields even though the package is not installed. If prompted to approve third-party access, click “Yes” and continue. This approval enables street-level routing and optimization services. Next, there are some Self-Service Scheduling-specific prerequisites to do, which you can find in the documentation here Apr 17, 2023 · I'm currently attempting to complete the Field Service Settings setup. The Field Service app lets dispatchers do what they do best: view and manage an airtight service schedule! The Field Service tab leads to the dispatcher console, where you can manage your team’s service . I don't seem to be able to save the settings without filling the Appointment Assistant fields. The Field Service Appointment Assistant managed package and permission set license are required. You can find those instructions here.
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