The Field Service Lightning iOS Mobile App (Generally Available)

Take your field service operation to the next level with the Field Service Lightning iOS mobile app. Technicians can harness the wealth of data, scheduling and automation tools, and customizability of your Salesforce org to get work done quickly from anywhere. And offline-first design means that technicians can always do their job, even without internet access. More productive technicians means happier customers!
Field Service Lightning features are available in: Enterprise, Performance, Unlimited, and Developer Editions with the Service Cloud.

Note

Note

You need a Field Service Lightning Mobile permission set license to use the Field Service Lightning iOS mobile app.

Important

Important

The Field Service Lightning iOS mobile app will be available from the Apple App Store the week of 2/13/17.

This all-in-one field service solution empowers technicians to:
  • View their schedule of assignments.
  • Use Salesforce data to check on work orders, reach contacts, verify addresses, and more.
  • Create and edit records to log work and create follow up appointments.
  • Capture signatures from customers for completed work.
  • Use Chatter to collaborate with other technicians, managers, and dispatchers and even customers.
  • Track updates with push notifications.
  • View Salesforce Knowledge articles to complete tricky tasks.
  • Track van inventory and parts consumed to complete jobs.
Field Service Lightning iOS Mobile App Requirements

Before getting started with the Field Service Lightning iOS mobile app you must first enable field service in your org, install the Field Service Lightning Mobile App connected app package in your org , and assign permission set licenses to field service users. Refer to the See Also section for more details about the requirements for the Field Service Lightning iOS mobile app.

Customize the Field Service Lightning iOS Mobile App
Flexible design means you can configure the Field Service mobile app to meet your company’s unique field service needs.
  • Prominently display key fields with layouts.
  • Empower users with quick actions.
  • Provide Salesforce Knowledge articles to technicians.
  • Capture signatures from customers for completed work.
  • Communicate with partners and customers using Chatter.
  • Keep tabs on service resources with resource geolocation tracking.
  • Set the calendar range of the work schedule.
  • Brand the app with company colors.
Get the Field Service Lightning iOS Mobile App on Your Mobile Device
Deploying the app to your technicians is as simple as downloading it from Apple’s App Store from the mobile device.
  1. Open the App Store on your iOS device.
  2. Press the Search tab. Enter Field Service Lightning and press Search.
  3. Locate the app called Field Service Lightning by Salesforce, and push +GET, then INSTALL.