Background A Closed Pilot for the revamped mobile Briefcase feature was recently conducted, and I wanted to share some information about using the tool to improve the capabilities of the offline Salesforce Field Service Mobile application. Absent the new Briefcase feature, the offline SFS Mobile app includes only those records that qualify for priming. Therefore … Continue reading Salesforce ‘Briefcase’ Spotlight
Author: Nick Sauer
Salesforce Flow Screen Component – ‘Super’ Rich Text
Rich Text fields provide important functionality, but can be difficult to employ and deal with properly, especially in Flows. unofficialSF (a tremendous collection of resources provide by Alex Edelstein, Eric Smith, and others) has provided a great LWC to assist with Rich Text input. This component is a great starting point, and there are multiple … Continue reading Salesforce Flow Screen Component – ‘Super’ Rich Text
Salesforce Field Service Lightning – FSL Mobile Flows Part 5 – Other Tips and Tricks
See Part 1 concerning differences between Screen and FSL Mobile Flows. See Part 2 on replacing lookups in FSL Mobile Flows. See Part 3 on working with formulas in FSL Mobile Flows. See Part 4 on managing Parent/Child record creation in FSL Mobile Flows. FSL Mobile Flows are a newer tool in the Flow toolbox, … Continue reading Salesforce Field Service Lightning – FSL Mobile Flows Part 5 – Other Tips and Tricks
Salesforce Field Service Lightning – FSL Mobile Flows Part 4 – Creating Parent and Child Records
See Part 1 concerning differences between Screen and FSL Mobile Flows. See Part 2 on replacing lookups in FSL Mobile Flows. See Part 3 on working with formulas in FSL Mobile Flows. Picture a scenario where you want to create a Parent record and Child records in the same Flow. For example, you want to … Continue reading Salesforce Field Service Lightning – FSL Mobile Flows Part 4 – Creating Parent and Child Records
Salesforce Field Service Lightning – FSL Mobile Flows Part 3 – Adjusted Formulas
See Part 1 concerning differences between Screen and FSL Mobile Flows. See Part 2 on replacing lookups in FSL Mobile Flows. FSL Mobile Flows are still growing in terms of the allowed formulas operators. As a result, we need to think of other ways to solve scenarios we might otherwise have handled with formulas that … Continue reading Salesforce Field Service Lightning – FSL Mobile Flows Part 3 – Adjusted Formulas
Salesforce Field Service Lightning – FSL Mobile Flows Part 2 – Replacing Lookups
See Part 1 which discusses some key differences between Screen and Mobile flows. Embedded Lightning Components and Lightning Component-based elements (outside of Upload File) are not supported in FSL Mobile...yet. Of all the differences between Screen and FSL Mobile flows, this will likely have the greatest impact on how you work with FSL Mobile Flows. … Continue reading Salesforce Field Service Lightning – FSL Mobile Flows Part 2 – Replacing Lookups
Salesforce Field Service Lightning: FSL Mobile Flow vs. Screen Flow – Part 1
The FSL Mobile Application is a Salesforce app used in the Field Service Lightning product. This is a powerful and extensible out of the box application that enables our field organization to perform activities from an iOS or Android device. This post is part of a series focusing on building and providing an enterprise-scale service … Continue reading Salesforce Field Service Lightning: FSL Mobile Flow vs. Screen Flow – Part 1
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