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Full Field Service Mobile Settings entry
How-to guide

How to set up Field Service Mobile Settings in Salesforce

Field Service Mobile Settings configure how the Field Service mobile app behaves on technicians' devices — offline data caching (which records pre-load), GPS / location tracking, push notifications, geofencing for auto-checkin. Sister page to Briefcase Builder, focused on device-side runtime behavior.

By Dipojjal Chakrabarti · Editor, Salesforce DictionaryLast updated Apr 20, 2026

Field Service Mobile Settings configure how the Field Service mobile app behaves on technicians' devices — offline data caching (which records pre-load), GPS / location tracking, push notifications, geofencing for auto-checkin. Sister page to Briefcase Builder, focused on device-side runtime behavior.

  1. Open Setup → Field Service Mobile Settings

    Setup gear → Quick Find: Field Service Mobile → Field Service Mobile Settings.

  2. Configure Offline Caching

    Set how much data the app stores offline. Aggressive caching = bigger sync time but better offline experience.

  3. Configure GPS / Location Tracking

    Enable location capture per Service Appointment. Powers Service Resource location-on-map for dispatchers.

  4. Configure Push Notification behavior

    What events trigger a push to the technician's device — appointment assignment, urgent reschedule, dispatch message.

  5. Configure Geofencing parameters

    When ON, app auto-changes the appointment Status when the tech crosses an entry/exit boundary at the customer site. Radius typically 100-500 meters.

  6. Save

    Settings push to devices on next sync. Existing in-flight technicians may need to log out and back in to pick up changes.

Key options
Offline Caching sizeremember

Per-edition cap. Larger = more data offline.

GPS / Location Trackingremember

On/off plus accuracy threshold.

Push Notificationsremember

Per-event-type toggles.

Geofencingremember

Auto-status on enter/exit. Configurable radius.

Gotchas
  • GPS tracking is privacy-sensitive. Some jurisdictions require explicit consent — coordinate with your legal team before enabling location capture.
  • Geofencing accuracy depends on the device's GPS chip and signal. Indoor sites (warehouses, basements) may not register entry — provide a manual override path for technicians.
  • Push notifications require the device's OS-level permission. If a technician declined push permission at install, no Salesforce setting can override that — they must re-enable in OS settings.

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Field Service Mobile Settings includes the definition, worked example, deep dive, related terms, and a quiz.