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FSL - User Configuration
FSL - User Configuration
- Matt Romeo
- Tim Sweeney
Owned by Matt Romeo
View the How to Create a Support Worker article and follow steps. The below article outlines configuration requirements for Field Service Users.
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.
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.
, multiple selections available,
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