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FieldServiceSettings

Represents an organization’s Field Service Lightning settings.

To learn more about Field Service Lightning settings, see Enable Field Service Lightning in the Salesforce Help.

In the package manifest, all organization settings metadata types are accessed using the “Settings” name. See Settings for more details.

Version

FieldServiceSettings is available in API version 40.0 and later.

Fields

Field Field Type Description
doesAllowEditSaForCrew boolean Lets service crew members edit their service appointments.

This setting applies only if doesShareSaWithAr is selected. For assigned resources of type Crew, crew members get Read-Write access to their service appointment and, if doesShareSaParentWoWithAr is selected, to their service appointments’ parent work orders.

doesShareSaParentWoWithAr boolean Shares service appointments’ parent work orders with their assigned resources.

This setting applies only if doesShareSaWithAr is selected and sharing access for work orders is set to Private or Public Read Only. Technician assigned resources get Read-Write access to their work orders. For assigned resources of type Crew, the crew leader gets Read-Write access and crew members get Read access. If the service appointment’s parent is a work order line item, assigned resources get access to the associated work order.

doesShareSaWithAr boolean Shares dispatched service appointments with their assigned resources.

This setting applies only if sharing access for service appointments is set to Private or Public Read Only. Technician assigned resources get Read-Write access to their service appointments. For assigned resources of type Crew, the crew leader gets Read-Write access and crew members get Read access.

fieldServiceNotificationsOrgPref boolean Turns on in-app notifications for the Salesforce app and Lightning Experience users when any of the following actions occurs on a work order or work order line item that they own or follow:
  • A text or file post is added
  • A tracked field is updated
  • The record owner changes
  • The resource assignments change on a related service appointment
If the option to track all related objects is selected in the feed tracking settings for work orders, users are also notified when child records of work orders—such as service appointments—are created or deleted.
fieldServiceOrgPref boolean Indicates whether Field Service Lightning is enabled.
serviceAppointmentsDueDateOffsetOrgValue int Indicates the number of days past the Created Date that the Due Date on auto-created service appointments should fall. Work types include an option to automatically add a service appointment to new work orders or work order line items using the work type.
workOrderLineItemSearchFields string The work order line item fields that the search engine should scan to suggest knowledge articles on work order line items.
workOrderSearchFields string The work order fields that the search engine should scan to suggest knowledge articles on work orders.

Declarative Metadata Sample Definition

This is a sample field service settings file.
1<?xml version="1.0" encoding="UTF-8"?>
2<FieldServiceSettings xmlns="http://soap.sforce.com/2006/04/metadata">
3    <fieldServiceNotificationsOrgPref>false</fieldServiceNotificationsOrgPref>
4    <fieldServiceOrgPref>true</fieldServiceOrgPref>
5    <serviceAppointmentsDueDateOffsetOrgValue>6</serviceAppointmentsDueDateOffsetOrgValue>
6    <workOrderSearchFields>WorkOrderNumber</workOrderSearchFields>
7    <workOrderSearchFields>Status</workOrderSearchFields>
8    <workOrderSearchFields>Address</workOrderSearchFields>
9    <workOrderSearchFields>Subject</workOrderSearchFields>
10    <workOrderLineItemSearchFields>Subject</workOrderLineItemSearchFields>
11</FieldServiceSettings>

Wildcard Support in the Manifest File

The wildcard character * (asterisk) in the package.xml manifest file doesn’t apply to metadata types for feature settings. The wildcard applies only when retrieving all settings, not for an individual setting. For details, see Settings. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.