Field Service Permission Set Licenses: Streamlining User Access and Roles
In the previous blog post, we discussed #121 – Field service Personas
As an integral part of Field Service, permission-set licenses play a crucial role in determining user access and functionality within the system. In this blog post, we will delve into the different permission set licenses available for Field Service and how they are matched to various user groups. By understanding these licenses and their purposes, you can effectively manage user permissions and optimize your Field Service experience.
Required Editions and User Permissions
Field Service is available in both Salesforce Classic (availability may vary) and Lightning Experience. The core features, managed package, and mobile app of Field Service are accessible in the Enterprise, Unlimited, and Developer Editions of Salesforce.
To ensure seamless access to field service objects, users require the following permissions:
- Field Service Standard: All users need this permission to access field service objects. Field Service user licenses already include this permission.
To manage permission set licenses effectively, users need the following permissions:
- Manage Users: This permission enables users to assign a permission set license.
- Manage Profiles and Permission Sets: This permission empowers users to create a permission set.
Field Service Permission Set Licenses
Field Service offers several permission set licenses that cater to different user roles and requirements. Let’s take a closer look at each of them:
- Field Service Dispatcher: This license provides access to the dispatcher console, enabling dispatchers to efficiently manage field service operations.
- Field Service Dispatcher Plus Login-Based: Designed for contractor dispatchers, this license grants login-based users Contractor Plus license access to the dispatcher console.
- Field Service Scheduling: Mobile workers, specifically field technicians, benefit from this permission set license. It allows them to be displayed on the dispatcher console Gantt chart and includes them in scheduling and optimization processes.
- Field Service Scheduling Login-Based: Similar to the previous license, this permission set enables contractor mobile workers (field technicians) with login-based access to Field Service Scheduling features.
- Field Service Scheduling Plus Login-Based: Contractor mobile workers (field technicians) with login-based access to Field Service Scheduling features can utilize this permission set license.
- Field Service Mobile: With this license, users gain access to the Field Service mobile app, enabling them to perform various tasks while on the move.
- Field Service Mobile Login-Based: Contractor mobile users and contractor admins can make use of this permission set license to access Field Service Mobile features.
- Field Service Mobile Plus Login-Based: Contractor mobile users with login-based access to Field Service Mobile features can benefit from this license.
- Field Service Self-Service: Customers can take advantage of this permission set license, which provides access to Experience Builder sites. It allows customers to view global actions and their related objects, as well as create, book, and schedule appointments.
- Field Service Guest User: Unauthenticated users can be granted limited access to view and create records using this permission set license.
It’s important to note that dispatchers and field technicians require additional licenses to handle inbound customer communications, manage customer cases, or perform sales-oriented tasks.
Conclusion
Field Service permission set licenses offer a flexible and granular approach to managing user access and roles within the system. By assigning the appropriate licenses to different user groups, you can streamline workflows, enhance productivity, and ensure the right level of access for each user. Make sure to leverage the power of these licenses to optimize your Field Service implementation.
If you want to learn more about Field Service permission set licenses and how to assign them effectively, refer to the Salesforce documentation or consult with your Salesforce administrator.
Have any questions regarding Field Service permission set licenses? Check out the FAQs below.
FAQs
Q1: Do all users require a Field Service permission set license to access Field Service objects?
A1: No, not all users need a permission set license to access most Field Service objects. Standard Salesforce users can be granted access to Field Service records if Field Service is enabled. Permission set licenses are primarily required for specific user roles and functionalities.
Q2: How can I assign permission set licenses for Field Service?
A2: It is recommended to use the managed package’s Guided Setup tool to assign permission set licenses. Refer to the “Assign Field Service Permissions” documentation for step-by-step instructions.
Q3: Can dispatchers and field technicians handle inbound customer communications without additional licenses?
A3: No, dispatchers and field technicians require additional licenses to handle inbound customer communications, manage customer cases, or complete sales-oriented tasks. These licenses provide the necessary functionality and access for such roles.
In Conclusion
Field Service permission set licenses are essential for managing user access and roles within the Field Service ecosystem. By understanding the different licenses available and their associated user groups, you can ensure that each user has the appropriate level of access and functionality. Remember to assign permission to set licenses accurately to optimize your Field Service implementation and drive operational efficiency.
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