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Field Service User Configuration

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To setup Support Workers as Field Service users we need to create a User record and Service Resource record to make them active.

User Records are configured with a Salesforce license and a specific Community User Profile.

The user record is assigned the following FSL Permission Set Assignments to make them active on their mobile devices.

A Service Resource record then needs to be created and linked to the User Record.

  • Name is typically the name of the user.

  • Active = TRUE

  • Resource Type = Technician

The Service Resource is then assigned to their Service Territory.

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