Field Service Lightning App Extensions
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Running a field service business means managing numerous moving parts. With Field Service Lightning(FSL), you get the tools that you need to manage work orders, scheduling, and your mobile workforce. Most of the time, the customer wants functionality on FSL mobile app, considering limitation for quick actions and lightning component, FSL offers App Extensions. In this session, I have given information about when and how to create FSL App Extensions. I was privileged to present this session in Virtual Dreamin 2020. I thank organizers for an opportunity and attendees for attending my session.
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Field Service Lightning App Extensions
- 1. App Extension In Field Service Lightning Mobile App
- 3. www.virtualdreamin.com COVID-19 Resilience Fund Non-Profit Charity Partners
- 5. 5/24/2020 www.virtualdreamin.com @harshalashewale 5 Every Moment is an Opportunity for Service 2.7 Billion people in the global service workforce don’t sit at desk
- 6. 5/24/2020 www.virtualdreamin.com @harshalashewale 6 Empower Everyone With the Right Technology Agents/Dispatcher Technician Team (Mobile Workers) Customer
- 7. 5/24/2020 www.virtualdreamin.com @harshalashewale 7 Field Service Lightning Overview Customer
- 10. 5/24/2020 www.virtualdreamin.com @harshalashewale 10 Field Service Lightning Mobile App FSL Mobile OOB Features • Built ‘Offline-First’ • Optimized User Interface for Service Appointments, Work Orders, and Work Order Line Items • Knowledge Articles • Inventory Management + Barcode Scanner • Technician declaration of Resource Absences • Push Notifications • Proof of Service via Signature Capture and Service Reports • Branding via Connected App Settings
- 11. 5/24/2020 www.virtualdreamin.com @harshalashewale 11 FSL Mobile App Customization Quick Actions App Extensions
- 12. Streamline Mob. Navigation with Deep Linking • For salesforce1 app deep link • salesforce1://sObject/006R0000003r7Rq/edit • Field Service Lightning Mob App deep link • com.salesforce.fieldservice://v1/sObject/0WO5500 000001UZGAA/details • For Amazon Retail Web • http://www.amazon.com/gp/mas/dl/android?s=am azon%20mp3 • For Amazon App Store • amzn://apps/android?s=amazon%20mp3 5/24/2020 www.virtualdreamin.com @harshalashewale 12
- 14. App Extension To Search on YouTube 5/24/2020 www.virtualdreamin.com @harshalashewale 14
- 15. App Extension To Search on YouTube • Select Action available as ‘Search On YouTube’ • On click, it will open YouTube application to with search results relevant to Work Order subject 5/24/2020 www.virtualdreamin.com @harshalashewale 15
- 16. App Extension To Order Parts 5/24/2020 www.virtualdreamin.com @harshalashewale 16
- 17. App Extension To Order Parts • Select Action available as ‘Order On Amazon’ • On click, it will open Amazon website to search parts and you can place order there. 5/24/2020 www.virtualdreamin.com @harshalashewale 17
- 18. App Extension For Work Order Actions 5/24/2020 www.virtualdreamin.com @harshalashewale 18
- 19. App Extension For Work Order Actions • Select Action available as ‘Work Order Action’ • Allows to update action related to Work Order Line Item or Assets. • Next button will allow to select info. and attach file to parent object • Success/Failure message will be displayed on last screen 5/24/2020 www.virtualdreamin.com @harshalashewale 19
- 20. App Extension To Open Record In SF1 5/24/2020 www.virtualdreamin.com @harshalashewale 20
- 21. App Extension To Open Record In SF1 • Select Action available as ‘Update Account’ • On click, it will open SF1 app, with related Account detail view. 5/24/2020 www.virtualdreamin.com @harshalashewale 21
- 22. App Extension To Show Promotions 5/24/2020 www.virtualdreamin.com @harshalashewale 22
- 23. App Extension To Show Promotions • Select Action available as ‘Promotional Products’ • On click, it will open SF1 app, redirect to a Lightning Tab (Lightning Component) 5/24/2020 www.virtualdreamin.com @harshalashewale 23
- 25. Considerations Flow Input Parameters • When an iOS or Android app launches a flow, it passes the following input parameters: • Id—The ID of the record that the flow is launched from. • UserId—The ID of the current user. • ParentId—The record ID of the parent record that the flow is launched from. For example, if a flow is launched from a service appointment, the ParentId is the ID of the parent work order or work order line item. 5/24/2020 www.virtualdreamin.com @harshalashewale 25
- 26. Considerations Flow Limitations in the Field Service Lightning Mobile App • Screen flows launched using quick actions or app extensions aren't supported. • Paused flows aren't supported. If you leave a flow in progress and exit the Field Service Lightning mobile app, you can't resume the flow where you left off. • Hardcoded ID values must be 18 digits long. 15-digit values aren’t supported. • Apex classes aren’t supported in flows. • Fault connectors aren't supported in flows. • Videos and other file types aren’t supported. • Lightning components (except for file upload) 5/24/2020 www.virtualdreamin.com @harshalashewale 26
- 27. References • Salesforce Help Doc • https://www.janbasktraining.com/blog/what-is-salesforce-field-service- lightning/ • AppExchange-Saleforce Labs • https://releasenotes.docs.salesforce.com/en-us/summer19/release- notes/rn_field_service_mobile_deep_linking.htm • https://resources.docs.salesforce.com/sfdc/pdf/salesforce1_url_schemes.pdf • https://help.salesforce.com/articleView?id=mfs_extension.htm&type=5 • https://developer.amazon.com/docs/reports-promo/deeplink-to-the-amazon- client.html • https://jetbi.com/Introduction-to-field-service-lightning 5/24/2020 www.virtualdreamin.com @harshalashewale 27
- 29. Thank You