Tag: dispatch console
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Dispatcher Console (Series), August 2020
https://salesforce.vidyard.com/watch/EzCEFvPvmBgCSMUEoqRMKC
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Dynamic Scheduling Policies
A breakdown of how to create a more dynamic assignment of scheduling policy at the appointment level.
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Modify Resource Absences on the Gantt
As the name suggests, this is one way to use flow to help modify Resource Absences directly from the Gantt.
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Read Only Dispatcher Console
This video describes how you can set up a user to be a “Read Only” user in the Dispatcher Console. A “Read Only” user has access to view the gantt, Service Appointment, Service Resource, etc details, however, does not have access to edit objects or change the schedule. Having a “Read Only” user is beneficial…
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Run Flows From The Field Service Dispatch Console (In Lightning Runtime)
Author: Reed Strauss Summary: This guide demonstrates how to launch screen flows from the Salesforce Field Service Dispatch Console in Lightning Runtime. It details the creation of a multi-select lightning out app and Visualforce page to run flows, enabling actions such as managing resource absences and adding appointment dependencies. The article provides step-by-step instructions for…
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Open Field Service Dispatcher Console with specific Gantt Filter
Author: Martin Krchnak Summary: This article provides a method to open the Salesforce Field Service Dispatcher Console with a specific Gantt filter. It includes creating a custom button on the Work Order object that triggers a screen flow. The flow sets up a custom Gantt filter and updates user settings to display only the relevant…
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Launching Headless Flows From the Salesforce Field Service Dispatch Console
Author: Reed Strauss Summary: This guide demonstrates how to add headless flows to the Salesforce Field Service Dispatch Console using a simple APEX class. By implementing an existing Service Appointment controller, the class queries the service appointment ID and starts a flow instance with Flow.Interview. The example provided highlights appointments related to the same parent…
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’Unstick’ the Skill Filters on the Dispatch Console
Author: Nick Sauer Summary: This article provides a workaround to prevent the skill filters in the Salesforce Field Service Dispatch Console from being retained between sessions. It explains how to use a record-triggered Flow to clear the skill filters each time the console loads, ensuring users start with no pre-selected filters. The guide includes step-by-step…
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Resize Dispatch Console Flows with custom CSS
Author: Nick Sauer Summary: This guide demonstrates how to use custom CSS to resize modals in the Salesforce Field Service Dispatch Console. It covers identifying the relevant CSS classes and IDs, modifying the CSS file to adjust modal dimensions, and applying these changes to enhance the user interface and display more information. Read the full…
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Salesforce Field Service – Dispatch Console Custom CSS
Author: Nick Sauer Summary: This article provides a step-by-step guide to customizing the Salesforce Field Service Dispatch Console using CSS. It includes creating a CSS file to style elements like Resource Absences, uploading it as a Static Resource in Salesforce, and applying it through the Field Service Settings app to enhance readability and layout in…