Configure Field Service Location Settings
- Assign user permissions.Users Who Will...Need These PermissionsEnable Field Service LightningCustomize ApplicationView the Locations tab and recordsRead on locationsCreate or clone locationsCreate on locationsEdit locationsEdit on locationsDelete locationsDelete on locationsCreate addresses for locationsCreate on addresses
- Customize the fields and related lists on the following objects’ page layouts.Note If you have your own field service terminology, remember that you can rename an object’stab and labels. In Setup, select Rename Tabs and Labels, and enter yourown term for the object you’d like to rename.Page LayoutRecommended Customizations for Inventory ManagementLocationArrange the fields. The default layout includes only some of theavailable fields.ImportantAdd the Inventory Location field so you can track where inventory isstored.Add the Mobile Location field so you can flag mobile locations such asservice vehicles.If you plan to create location hierarchies, add the Parent Locationfield, and optionally the read-only Root Location and Hierarchy Level fields.Optionally, customize the values in the Location Type field. Itsout-of-the-box values are Warehouse, Van, Site, and Plant.Add the Product Items related list, which shows the products stored at alocation.Confirm that your layout includes the desired related lists:The Addresses related list shows addresses related to the location, such as billing and shipping addresses.The Assets related list shows assets at the location.The Associated Locations related list shows related accounts.The Child Locations related list shows locations within the location, such as vehicles which are parked at a warehouse when not in use.The Maintenance Plans related list shows maintenance plans linked to the location.The Product Items related list shows product items (inventory) stored at the location.The Service Territory Locations related list shows related service territories, which usually indicates that the location is within the territory.AddressArrange the fields, whichappear in the Addresses related list on locations.Optionally, customize the values in the Address Type field. Its out-of-the-box valuesare Mailing, Shipping, Billing, and Home.Associated locationAssociated locations let you associate multiple accounts with one location. For example, a shopping center location may have multiple customer accounts.Arrange the fields, which appear in the Associated Locations relatedlist on locations and accounts.
- Arrange the fields. The default layout includes only some of theavailable fields.ImportantAdd the Inventory Location field so you can track where inventory isstored.Add the Mobile Location field so you can flag mobile locations such asservice vehicles.If you plan to create location hierarchies, add the Parent Locationfield, and optionally the read-only Root Location and Hierarchy Level fields.Optionally, customize the values in the Location Type field. Itsout-of-the-box values are Warehouse, Van, Site, and Plant.
- Add the Inventory Location field so you can track where inventory isstored.
- Add the Mobile Location field so you can flag mobile locations such asservice vehicles.
- If you plan to create location hierarchies, add the Parent Locationfield, and optionally the read-only Root Location and Hierarchy Level fields.
- Optionally, customize the values in the Location Type field. Itsout-of-the-box values are Warehouse, Van, Site, and Plant.
- Add the Product Items related list, which shows the products stored at alocation.
- Confirm that your layout includes the desired related lists:The Addresses related list shows addresses related to the location, such as billing and shipping addresses.The Assets related list shows assets at the location.The Associated Locations related list shows related accounts.The Child Locations related list shows locations within the location, such as vehicles which are parked at a warehouse when not in use.The Maintenance Plans related list shows maintenance plans linked to the location.The Product Items related list shows product items (inventory) stored at the location.The Service Territory Locations related list shows related service territories, which usually indicates that the location is within the territory.
- The Addresses related list shows addresses related to the location, such as billing and shipping addresses.
- The Assets related list shows assets at the location.
- The Associated Locations related list shows related accounts.
- The Child Locations related list shows locations within the location, such as vehicles which are parked at a warehouse when not in use.
- The Maintenance Plans related list shows maintenance plans linked to the location.
- The Product Items related list shows product items (inventory) stored at the location.
- The Service Territory Locations related list shows related service territories, which usually indicates that the location is within the territory.
- Arrange the fields, whichappear in the Addresses related list on locations.
- Optionally, customize the values in the Address Type field. Its out-of-the-box valuesare Mailing, Shipping, Billing, and Home.
- Arrange the fields, which appear in the Associated Locations relatedlist on locations and accounts.
- Make the Locations tab visible to your users.Users create and manage service locations from the Locations tab. You can add the tab to a custom app or instruct users to add it in Salesforce.