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Are there any issues with Salesforce field service lightning?
During this teething stage the chances of receiving FSL issues are relatively high. Having experienced a number of issues myself, I can happily say, like many things with Salesforce, there is pretty much always a solution. Here are a few bumps I experienced and solutions I found along my FSL journey.
How to control data downloaded to field service?
Administrators can control what data is downloaded to the Field Service (Dynamics 365) mobile app with the offline profile. Set up an offline profile (one exists by default). Add users to the offline profile. Edit and publish the offline profile as needed. Add the offline profile to the Field Service mobile model-driven app.
What are sync intervals for field service v8.40 +?
Sync intervals are defined per record type with Field Service v8.8.40+. Prior to this version, all record types will have a five-minute sync interval. Sync conflicts can happen if there is a mismatch between data on the device and data on the server.
How does the Field Service ( Dynamics 365 ) work?
Administrators can control what data is downloaded to the Field Service (Dynamics 365) mobile app with their offline profile. When a user is added to an offline profile, the app will download data to the device. In offline mode, entity data is read from the local device database and will not read live data from the server.
Why is my FSL not generating service reports?
Problem: This one seems to be a popular one amongst the FSL community. Your field rep is out on a job when they report that they are unable to generate a Service Report from a work order via the FSL app. This is a key example of the forgotten manual config between orgs.
Why is my field rep not generating service reports?
Your field rep is out on a job when they report that they are unable to generate a Service Report from a work order via the FSL app. This is a key example of the forgotten manual config between orgs. Solution: Make sure you have assigned a Service Report Template to all Work Type records.
Why is my calendar not working with FSL?
Problem: The calendar is scheduling appointments even if resources have absences scheduled. If like me you implemented an approval process back in the day that appeared to work correctly with FSL scheduling and then all of a sudden found out that it no longer worked.