Field Service Mobile Settings
Field Service Mobile Settings is the Salesforce Setup page that controls org-level configuration for the Field Service mobile app: which technicians can use the app, how the app handles offline data, what authentication is required, and what global behaviors apply across every technician''s mobile experience.
Definition
Field Service Mobile Settings is the Salesforce Setup page that controls org-level configuration for the Field Service mobile app: which technicians can use the app, how the app handles offline data, what authentication is required, and what global behaviors apply across every technician''s mobile experience. It sits in Setup, then Field Service Mobile Settings, alongside the more granular App Configurations that drive per-screen layouts.
Field Service Mobile Settings is the org''s policy layer for mobile. While the Field Service Mobile App Builder configures what individual screens look like, Mobile Settings defines who can log in, how often the app syncs, what authentication ceremony is required, whether the app respects MFA, and how offline cache is managed. The two pages work together: Settings sets the rails; App Configurations style the train.
What Field Service Mobile Settings controls
User access and licensing
Field Service Mobile Settings enables the mobile app at the org level and controls which user profiles can access it. A technician needs the Field Service Mobile permission set plus a Field Service Mobile license to install and use the app. The Settings page tracks license consumption and enables the feature globally.
Authentication and MFA
Mobile Settings controls how the app authenticates: standard Salesforce username/password, SSO, or both. MFA enforcement applies; the app supports time-based OTP, push notifications, and biometric unlock. Sensitive deployments require all three. Settings is also where you control session timeout, idle lockout, and per-user device limits.
Offline data and sync controls
Mobile Settings defines the org-level offline behavior. Which objects sync to devices, how often the app auto-syncs when online, how conflicts resolve when offline edits collide with server-side changes. Tune these for technician workflow: chatty syncing burns data; sparse syncing creates stale device data.
Device management and remote wipe
Field Service Mobile Settings exposes device management: list of registered devices per user, last sync time, remote wipe action. Lost or stolen devices can be wiped of Salesforce data without affecting the rest of the device. Critical for compliance and operational hygiene.
Push notifications
Mobile Settings configures push notification behavior. Technicians get pushes for new appointments, schedule changes, urgent messages from dispatchers. Settings controls which events trigger pushes and whether they show full details on the lock screen.
Custom field and signature configuration
Settings includes feature toggles: enable signature capture, enable photo capture, enable barcode scanning, enable QR code scanning. Each adds capability to the mobile app; turning them off limits the workflow but reduces the attack surface for compliance-sensitive deployments.
Integration with Field Service Settings (dispatch)
Mobile Settings is the technician side; Field Service Settings is the dispatcher side. Changes on one side often need coordination on the other: a new service territory in Field Service Settings should also appear in the Mobile Settings allowlist. Audit both pages when making major changes.
How to configure Field Service Mobile Settings
Configuring Field Service Mobile Settings takes 15-30 minutes for the basic policy decisions. The settings page is one location; the choices affect every technician''s mobile experience.
- Open Field Service Mobile Settings
Setup, then Field Service Mobile Settings. The page lists global toggles, security policies, and device management options.
- Enable the Mobile App and pick eligible profiles
Toggle Enable Field Service Mobile. Assign the Field Service Mobile permission set to relevant profiles. Verify license capacity.
- Set authentication policies
Configure SSO endpoint if applicable, MFA enforcement (required, optional, off), biometric unlock policy, session timeout, idle lockout.
- Configure offline sync
Set the global offline policy: which objects sync, sync frequency, conflict resolution. Settings choices apply across all App Configurations.
- Enable feature toggles
Turn on signature capture, photo capture, barcode/QR scanning. Each toggle exposes the feature to mobile users; disable for compliance-restricted deployments.
- Set up push notifications
Configure which events trigger pushes and how much detail appears on the lock screen. Tune for technician utility versus privacy.
Username/password, SSO, MFA, biometric. Combinations enforce platform security policy.
Which objects sync, how often, conflict resolution policy.
Which events trigger pushes; lock-screen detail policy.
Registered device list, last sync time, remote wipe.
Signature, photo, barcode/QR scanning. Enable per deployment.
- MFA enforcement applies on first login and after session timeout. Plan for the technician training; surprise MFA requirements lock people out.
- Offline sync changes propagate only on next sync. Technicians offline at the time of the change see the old settings until they reconnect.
- Device wipe is irreversible. Triggering remote wipe on the wrong device causes work loss; double-check before clicking.
- Field Service Mobile and Salesforce Mobile App are separate. Settings apply only to the Field Service app; the standard mobile app has its own configuration.
Trust & references
Straight from the source - Salesforce's reference material on Field Service Mobile Settings.
- Field Service Mobile AdministrationSalesforce Help
About the Author
Dipojjal Chakrabarti is a B2C Solution Architect with 29 Salesforce certifications and over 13 years in the Salesforce ecosystem. He runs salesforcedictionary.com to help admins, developers, architects, and cert/interview candidates sharpen their fundamentals. More about Dipojjal.
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