Customize Service Appointment Feed Preferences

Boost the visibility of Gantt Chatter messages, emergency appointment notifications, and dispatch notifications for Field Service Lightning mobile app users. Currently, these messages are posted to the relevant service appointment’s feed and aren’t shown on the mobile app’s Feed tab. Now you can opt to post them to the parent record’s feed instead.

Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions with the Field Service Lightning managed package installed.

How: A dispatcher can write a Chatter message for a service appointment from the Gantt by selecting Chatter | Custom message in the appointment’s action menu. To control where custom messages are posted, open the Field Service Admin app and select Field Service Settings | Dispatcher Console UI | Gantt Configurations. Then, select a value in the Gantt Chatter Post Destination field.

Gantt Chatter setting

When an appointment is dispatched, the assigned resource is notified in a Chatter post. To control where dispatch messages are posted, open the Field Service Admin app and select Field Service Settings | Dispatch | Automation. Then, select a value in the Dispatch Chatter Post Destination field.

Dispatch Chatter setting

When an emergency appointment is assigned, the assigned resource is notified in a Chatter post. To control where emergency messages are posted, open the Field Service Admin app and select Field Service Settings | Global Actions | Emergency Wizard. Then, select a value In the Emergency Chatter Post Destination field.

Emergency Chatter setting