Salesforce Field Service Mobile App: FEs Logging into Production - Android

Topic

This process is completed by Field Service using the Field Service Mobile App (FSMA).

 

This article reviews the steps to log into the Production Server in the Field Service Mobile App. This Server is the "Live" server that houses your Service Appointments.   

Environment

  • Product: Mobile Device
  • Component: Apple iOS or Android OS
  • Control System: Salesforce Field Service Mobile App

Steps

Installation

1. Access the Google Play Store from your mobile device.

2. Search for "Salesforce Field Service" in the search bar at the top of the screen.    

3. Tap on the Salesforce Field Service App button to access the install screen.

4. Tap the INSTALL button to begin the installation process.

5. Tap the ACCEPT button at the bottom of the screen to allow Field Service Mobile App access.

6. You will see the application downloading.

7. Once the download is complete, tap the OPEN button to launch the Field Service Mobile App.

         

 

 

 

Once you open the app and proceed through the introduction and key features, you will be presented the log-in screen. DO NOT ATTEMPT TO LOG IN YET. Tap the three dots in the top right corner of the screen and then choose Change Server. With the list of servers visible, confirm you have Production selected and tap the arrow next to Change Server to return to the log-in screen. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Next, you will tap on the Use Custom Domain and enter "Daktronics" to create the Custom connection. You will then be brought back to a log-in screen, but now, you will see Salesforce CRM at the top of your screen. Enter your Daktronics credentials and sign in. 

 

Note: By typing in Daktronics, your Connection is https://Daktronics.my.salesforce.com

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Choose your preferred OKTA verify authentication method and complete the 2-step verification process.

 

 

 

 

 

 

 

 

 

 

 

 

Finally, Tap "Allow" to complete the setup process and arrive at your Service Dashboard to confirm you have correctly logged into the Daktronics Production server of Salesforce.

 

 

 

 

 

 

 

 

 

 

 

 

 

Adjusting Location Services  Settings

 

To maximize your location accuracy and utilize critical features, go to your Field Service App in your device settings and adjust the Location Permissions to "Allow all the time" .

 

Settings > Apps > Field Service > Permissions > Location > Location Permissions

 

 

Adjusting Auto-Update  Preferences 

To ensure your app version is always up to date, follow these steps to enable your device to download updates as soon as they are released. 

Google Play Store > Profile > Settings > Network Preferences >App Download Preference

Confirms you are enabling your device to download to download apps over Wi-fi & mobile data

 

Google Play Store > Profile > Settings > Network Preferences > Auto-update apps

Confirms your device will initiate the app update over Wi-fi or mobile data

KB ID: 000031844

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