Field Service Lightning Portal

Axsy Field Service Mobile App 4

• Utilising Standard Salesforce FSL Objects
• Offline-first User Experience
• Release Schedule for Axsy Field Service
• React Native

Org Setup 4

• Install the Axsy Managed Package
• Assign Permission Sets
• Enable View Setup Permission Set
• Enable Chatter

Using the Mobile App 12

• Where do you download the Axsy Field Service Mobile App?
• Logging In to the Mobile App
• Accessing the Service Appointment Calendar
• Navigation
• Refreshing Data Using Pull-to-Refresh

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Work Orders and Service Appointments 3

• Creating Work Orders and Service Appointments
• Accessing Work Order Actions
• Service Reports

Offline Sync 5

• Priming (Initial Sync) after Log In
• Default Syncing Scope
• How does the Axsy Mobile App handle Sync conflicts?
• Blacklist Objects from Validation Rules
• Configuring Flex Sync

Mobile App Settings 1

• Advanced Settings

Salesforce Customisations 4

• Page Layouts
• Quick Actions
• Mobile Flows
• Offline Validation Rules

Axsy Customisations 3

• Smart Forms
• Plugins
• Flexible Sync

FAQs 6

• What Events trigger Push Notifications in the Mobile App?
• Is the Axsy Mobile App database encrypted?
• How is my data processed?
• How long does the app database persist?
• Can I logout of the app if there are items in the Pending Uploads Queue?

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