FSL - User Configuration

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 Plus Profile.

Open

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

Open

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.