Field Service Lightning Portal

Axsy Field Service Mobile App 4

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

Org Setup 3

• Install the Axsy Managed Package
• Assign Permission Sets
• Enable Chatter

Using the Mobile App 13

• 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 4

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

Mobile App Settings 1

• Advanced Settings

Salesforce Customisations 5

• Page Layouts
• Quick Actions
• Mobile Flows
• Offline Validation Rules
• Salesforce Formula Fields

Axsy Customisations 2

• Smart Forms
• Flexible Sync

Best Practices 1

• Best Practices for Mobile Flow

FAQs 7

• 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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