Note: Salesforce Field Service must be configured in the org that you install Pulsar for FSL. Refer to Set Up Field Service for more information about setting up Field Service.
Note: Please note that if the user installing the package is not the user that will test the SFS package, please make sure to grant the permissions first as described below. |
You need to grant the following permissions to the users.
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Install the Pulsar for Salesforce app on your device and login using your Salesforce credentials and let the initial sync finish and you should see SFS as the home page. Follow the instructions here to install it on your windows device. Pulsar App - Installation Process - Windows NOTE: Pulsar will sync core SFS objects out of the box. If you have other standard or custom objects in related lists or have quick actions and flows using them, please make sure to add these to the pulsar.sync.objects setting that was created when you installed the Pulsar for SFS package. You could also switch the pulsar.sync.objects setting out with our relationship sync setting (pulsar.sync.relationship.directives) if that is preferred. This will require you understanding how to set up the relationships. The relationship sync setting is documented here: Data Sync Settings |
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