Overview

Many customers and developers ask what feeds each of the SFS screens. We point to the official Salesforce SFS documentation since we work closely with the Salesforce SFS Mobile product team in an attempt to reflect the same screens and data in Pulsar. This article shows the Pulsar SFS screens with information about how the data gets populated.

Schedule Screen

Service appointments assigned to that user for that day

The Schedule screen will show service appointments assigned to that user for that day. There are two requirements:

1. The scheduled start date for the service appointment falls on the day you selected

2. The ServiceAppointment has an AssignedResource related record referencing the ServiceResource for the currently logged-in user.

The white dot indicates the selected day. Click on the days to select the desired day. If necessary, scroll the calendar to the right and left to see additional days.

Open

Service Appointment Screens

Service Appointment/Work Order

Open

When you open a Service Appointment, you see the Service Appointment/Work Order Page. By default, the Work Order screen displays. In the header, you can see the Work Order number, Work Order Description, and the associated Case information, such as the Owner, Number, Contact, and Status.

Below the header, there are Work Order carousel items, such as Location.

Below the Work Order tabs are the sections of the work order:

• Service Appointment – contains Service appointment information, such as the number, the date, and the scheduled start and end times. The address appears here, and there is a button that links to directions.

• Contact – contains the service appointment contact name and title, and links to call, message, or email the contact.

• Work Order sections – Additional sections in the work order appear below the Service Appointment area. See the sections that follow for more details.

  • Asset Service History

  • Work Order Line Items

  • Linked Article

  • Product Requests

Work Order - Asset Service History

Under the Asset Service History section, the first field is the Asset Name. Work orders related to this particular asset are listed below the asset name. Additional information is also listed, including the title, status, and other information, based on the next 4 fields in the Work Order related list on the Asset Layout. By default, up to 4 work orders are listed in chronological order. Click View all Asset service history to view all of the work orders.

Work Order - Work Order Line Items

The Work Order Line Items section displays the parent Work Order information, followed by the related work order line items with their service appointment name, and the asset which relates them. Up to 4 work order line items will display.

Work Order - Linked Article

The Linked Article section displays a list of up to 4 knowledge article titles with summaries. Click View all Linked Articles to view more.

Work Order - Products (Consumed)

The Work Order carousel also has a Products item. When on Products, Click the Plus Sign (+) to display the Products Consumed screen. This screen displays Inventory available to the user, as well as the relevant Price Books.

What determines which inventory items are available to the user?

Pulsar displays inventory based on the SFS mobile setup. Inventory information is displayed based on the user’s location and work order assignments.

What determines which Price Book entries are available to the user?

Pulsar follows a process to determine which Price Book entries display to the user.

First, Pulsar checks the work order for any associated Price Books, because Price Books must be associated with a work order to display to users. If a work order does not have any Price Books associated with it, then the user will not see any Price Book information.

Next, Pulsar looks for the work order currency code, to only display Price Book entries which match the work order’s currency code. In the absence of an assigned work order currency code, Pulsar will use the Price Book currency code to display entries to the user.

If both the work order and the Price Book have no currency code assigned, Pulsar will not display entries to the user.

How many Price Book entries will display to users?

By default, only 10 Price Book entries will display. Users should search for specific terms to access additional Price Book entries.

Location

The Location carousel item displays work order history at this particular location.

Tabs

Inventory

The Inventory tab displays the following:

• Product Items

• Product Requests

• Product Transfers

Product Requests

By default, Product Requests displays a list including the Product Request number, date, time, user, and related Work Order (if present).

Product Transfers

By default, the Product Transfers section displays the Product Transfer number, date, time, user, Product Request Number, Product Item Number, and a Receive Button (if the transfer is pending).

The information is separated into a Pending list and a Received list.

Profile Tab

The Profile Tab displays the user profile photo, name, and any resource absences. The Resource Absence list includes the date, time, reason, and associated service appointment.

Time Sheets

The Time Sheets tab displays the Current Time Sheets by default. The dropdown menu at the top of the screen allows viewing Past Time Sheets and Future Time Sheets.

When you click View Time Sheet, the compact view displays the information about the selected Time Sheet, including the Number, User’s Name, Dates, and Status. The carousel displays the Overview, listing each date with related timesheet information, such as the time, Service Appointment numbers, dates, and status. Depending on your setup, you may also see a Details and Related tab with more information about the selected Time Sheet.

Past and Future Time Sheets display a list of time sheets with the dates, times, user, and the status (Pending, Unsubmitted, etc.).

Quick note about Time Sheets: The clock icon will show up on the Profile screen if you have enabled time sheets in the Field Service Mobile Settings (you can find this in the Setup menu on Salesforce browser as an admin). Please also make sure the service resource has time sheets and has proper permission to view them. And make sure time sheets are in the related list for the service resource.