Field Service Extension Configuration and Implementation Guide

​

Packages Included in Field Service Extension

​

Read First: How to Use this Configuration Guide

​

What is covered by this Configuration Guide?

​

Task Types

• General Salesforce Setup
• Custom Settings, Metadata Types, and Setting Configuration
• Wizards and Scripts
• Schedule Jobs
• Records Creation
• Page Layouts and Other User Interfaces
• Base Data / Records Set Up
• Baseline Testing
• Security Set Up
• Data Migration

​

Tasks

• Compulsory must be completed regardless of whether the organisation will use the related functionality.
• Conditionally Compulsory must be completed if the organisation is choosing to use a specific functionality within 2cloudnine Field Services. When a task is Conditionally Compulsory we will detail the condition(s) that makes it compulsory. If an Org will not be using the specified functionality, they will not have to complete the task.
• Optional tasks will only need completing to use an optional feature of 2cloudnine Field Services.

​

### Responsible Parties

• Field Service Partners are responsible for the Field Service Object configuration, Record creation, and Record maintenance activities necessary to enable integration.
• 2cloudnine Consultants are responsible for the Payroll and Field Service Extension Object configuration, Record creation, and Record maintenance activities necessary to enable integration.

​

1. Pre-Installation

​

Field Service Prerequisites

• A Guided Setup tool that assists creating Field Service records and customising settings.
• A dynamic scheduling console that gives dispatchers and supervisors a bird’s-eye view of all team members and scheduled appointments.
• A scheduling optimizer that allocates resources to appointments in the most efficient way possible by accounting for worker skill level, travel time, location, and other factors.
• Scheduling policies and triggers that help you customise your scheduling model and display preferences.

• Enable Field Service
• Install the Field Service Managed Package
• Manage Field Service Permissions

​

Field Service Licence Provision Check

1. Scroll down to ‘User Licences’.
2. Confirm ‘Field Service’ is listed, the number provisioned, used, and remaining.

​

Field Service Enabled Check

• The screen should indicate that Field Service is enabled.

​

2cloudnine Prerequisites

​

2. Installation and Configuration Checklist

​

3. Package Installation

​

Installing Packages

​

Installation Process

1. Install for Admins Only
2. Install for Specific Profiles - To manually select which Profiles you will be applying the security to.

​

4. Custom Settings

​

Populate Field Service Integration Custom Settings

1. Click on the New button to update the values for the Field Service Integration Configuration at an Org Wide level (selecting the New button underneath the black line will only apply changes to the logged in User).
2. Populate the Field Service Integration Configuration Information fields as follows:
   • Default : TRUE
   • Exclude First Travel of the Day : [TRUE/FALSE]
   • Exclude Last Travel of the Day : [TRUE/FALSE]
   • Owner of Service Resource: When populated with a valid 18 character User Id the Owner of any inserted/updated Service Record will be populated with this value.
   • Payee Owner is Service Resource Owner: If checked, the Service Resource Owner will be set to be the same as the Payee Owner.

• Profile Name : Nominate the preferred Profile Name, according to Client requirements (i.e. ‘Standard Platform User’ or ‘Service Resource - Mobile User (Community Plus)’.
• Resource Abscence Record Type : A valid Developer Name of the Record Type for the Resource Absence set during the integration of the 2cloudnine Payee Leave Events.
• Resource Absence End Time : The default End Time of a Resource Absence (in the format {HH: MM})
• Resource Absence Start Time : The default Start Time of a Resource Absence (in the format {HH: MM})
• Timesheet Entry Break Threshold : The break threshold for joining Timesheet Entries during the integration process in minutes.
• Timesheet Entry Gap Threshold : The threshold for joining Timesheet Entries during the integration process in minutes.
• Travel Merge Threshold : The travel threshold for joining Timesheet Entries during the integration process in minutes.
• Use Existing User : If set to TRUE, integration will perform validation each time a new Service Resource is created. If an existing User is identified for the Service Resource via a lookup to the Contact, the records will be automatically related.

3. Once you’ve updated the necessary fields, click on the Save button.

​

5. Custom Metadata

​

Create New Managed Records for Field Service Permission Sets

1. Click on the New button and create two new records according to the following values:

• Label : 2cloudnine Field Service Integration - Base
• FS Permission Set Name (API Name of the Permission Set): X2cloudnine_Field_Service_Integration (this auto populates)
• Permission Set Id : [the record Id of the X2cloudnine_Field_Service_Integration]
• Permission Set Name (API Name of the Permission Set): X2cloudnine_Field_Service_Integration

• Label : 2cloudnine Field Service Integration - Full Access
• FS Permission Set Nam e (API Name of the Permission Set): X2cloudnine_Field_Service_Integration_Full_Access (this auto populates)
• Permission Set Id : [the record Id of the X2cloudnine_Field_Service_Integration_Full_Access]
• Permission Set Name (API Name of the Permission Set): X2cloudnine_Field_Service_Integration_Full_Access

2. Click on the Save button.

​

Configure Field Service Batch Size

1. Go to Setup > Custom Metadata Types > Field Service Batch Size > Manage Records
2. Click on the New button and populate the following fields:
   1. Label : Batch_TimesheetIntegration
   2. Field Service Batch Size Name : Batch_TimesheetIntegration
   3. Batch Size : 50
3. Click on the Save button.

​

6. Update Field Service Page Layouts

​

Expense

1. Select Expense Layout from the list of available Page Layouts.
2. Add the following Related List to the Page Layout:
   • Pay Condition Allocation
3. Click on the Save button.
4. Repeat for all remaining Page Layouts as required.

​

Resource Absence

1. Select Resource Absence Layout from the list of available Page Layouts.
2. Add a new Section to the bottom of the Page Layout.
3. In Section Name, enter 2cloudnine Information .
4. Select the OK button.
5. Add the following fields to the new Section on the Page Layout (see Figure 1):
   • Payee Leave Event (tc9_efs__Payee_Leave_Event__c)
   • Leave Rule (tc9_efs__Leave_Rule__c)
   • Leave Type (tc9_efs__Leave_Type__c)
   • Start Date (tc9_efs__Start_Date__c)
   • End Date (tc9_efs__End_Date__c)
   • 2c9 Integration Status (tc9_efs__Integration_Status__c)
   • Last Integration Time (tc9_efs__Last_Integration_Time__c)
   • 2cloudnine Timesheet Entry (tc9_efs__Timesheet_Entry_Id__c)
   • Local Start Time (tc9_efs__Local_Start_Time__c)
   • Local End Time (tc9_efs__Local_End_Time__c)
6. Click on the Save button.
7. Repeat for all remaining Page Layouts as required.

​

Service Resource

1. Select Service Resource Layout from the list of available Page Layouts.
2. Add the following field to the Information section of the Page Layout:
   • Employee (tc9_efs__Employee__c)
3. Click on the Save button.
4. Repeat for all remaining Page Layouts as required.

​

Time Sheet

1. Select Time Sheet Layout from the list of available Page Layouts.
2. Add a new Section to the bottom of the Page Layout.
3. In Section Name, enter 2cloudnine Information .
4. Select the OK button.
5. Add the following fields to the new Section on the Page Layout (Figure 2):
   • Do Not Send to 2c9 (tc9_efs__Do_Not_Send__c)
   • 2cloudnine Timesheet (tc9_efs__Timesheet__c)
   • 2c9 Integration Status (tc9_efs__Integration_Status__c)
   • Last Integration Time (tc9_efs__Last_Integration_Time__c)
6. Click on the Save button.
7. Repeat for all remaining Page Layouts as required.

​

Time Sheet Entry

1. Select Time Sheet Entry Layout from the list of available Page Layouts.
2. Add a new Section to the bottom of the Page Layout.
3. In Section Name, enter 2cloudnine Information .
4. Select the OK button.
5. Add the following fields to the new Section on the Page Layout:
6. Add the following fields to the Information section of the Page Layout (Figure 3):
   • 2cloudnine Timesheet Entry (tc9_efs__X2c9_Timesheet_Entry__c)
   • Timesheet Entry Type (tc9_efs__Timesheet_Entry_Type__c)
   • Resource Absence (tc9_efs__Resource_Absence__c)
   • Do Not Send to 2c9 (tc9_efs__Do_Not_Send__c)
   • Start Date (tc9_efs__Timesheet_Entry_Type__c)
   • End Date (tc9_efs__Timesheet_Entry_Type__c)
   • Local Start Time (tc9_efs__Timesheet_Entry_Type__c)
   • Local End Time (tc9_efs__Timesheet_Entry_Type__c)
   • Paid Break (tc9_efs__Paid_Break__c)
7. Click on the Save button.
8. Repeat for all remaining Page Layouts as required.

​

User

1. Select User Page Layouts from the list of available Page Layouts.
2. Add the following Related List to the Additional Information section of the Page Layout:
   • Employee Id (Employee_Id__c)
3. Click on the Save button.

​

7. Update 2cloudnine Page Layouts

​

Contact

1. Select the Page Layout used for the Record Type Employee
2. Add the following Related Lists to the Page Layout:
   • Service Resources
3. Click on the Save button.
4. Repeat for any remaining Page Layouts, as required

​

Leave Rule

1. Select TC9PR Leave Rule Layout from the list of available Page Layouts.
2. Add the following field to the Information section of the Page Layout:
   • Leave Type (tc9_efs__Leave_Type__c)
3. Click on the Save button.
4. Repeat for any remainingPage Layouts, as required.

​

Payee

1. Select TC9PR Payee Layout from the list of available Page Layouts.
2. Add the following required field to the Information section of the Page Layout:
   • Service Resource (tc9_efs__Service_Resource__c)
3. Add the following optional field to the Information section of the Page Layout:
   • Create Service Resource (tc9_efs__Create_Service_Resource__c)
4. Click on the Save button.
5. Repeat for any remaining Page Layouts, as required.

​

Payee Leave Event

1. Select TC9PR Payee Leave Event Layout from the list of available Page Layouts.
2. Add the following field to the Information section of the Page Layout:
   • Field Service Last Integration Time (tc9_efs__Field_Service_Last_Integration_Time__c)
3. Click on the Save button.
4. Repeat for any remaining Page Layouts as required, EXCLUDING the Community User Page Layout.

​

Timesheet

1. Select Time2Pay Timesheet from the list of available Page Layouts.
2. Add the following Field to the Page Layout:
   • FS Timesheet Id
3. Add the following Related List to the Page Layout:
   • Time Sheets
4. Click on the Save button.
5. Repeat for any remaining Page Layouts, as required.

​

Timesheet Entry

1. Select Time2Pay Timesheet Entry from the list of available Page Layouts.
2. Add the following field to the Information section of the Page Layout:
   • Leave Type (tc9_efs__Leave_Type__c)
3. Add the following Related Lists to the Page Layout:
   • Resource Absences
   • Time Sheet Entries
4. Click on the Save button.
5. Repeat for any remaining Page Layouts, as required.

​

Timesheet Item

1. Select TC9ET Timesheet Item Layout from the list of available Page Layouts.
2. Add the following Related Lists to the Page Layout:
   • FS Timesheet (tc9_efs__FS_Timesheet__c)
   • FS Expense (tc9_efs__FS_Expense__c)
   • Pay Condition (tc9_efs__FS_Pay_Condition__c)
3. Click on the Save button.
4. Repeat for any remaining Page Layouts, as required.

​

8. Scheduled Jobs

​

Integration for Field Service Time Sheets

1. Copy the block of script to be scheduled.
2. Select Setup > Developer Console
3. Select Debug > Open Execute Anonymous Window
4. Delete or comment out any code that is in the window
5. Paste in the copied script from below.
6. Click the Execute button.

​

Script for Integration of Field Service Time Sheets

System.schedule('ScheduleBatch_TimesheetIntegration 10', '0 10 * * * ?', new tc9_efs.ScheduleBatch_TimesheetIntegration());
System.schedule('ScheduleBatch_TimesheetIntegration 20', '0 20 * * * ?', new tc9_efs.ScheduleBatch_TimesheetIntegration());
System.schedule('ScheduleBatch_TimesheetIntegration 30', '0 30 * * * ?', new tc9_efs.ScheduleBatch_TimesheetIntegration());
System.schedule('ScheduleBatch_TimesheetIntegration 40', '0 40 * * * ?', new tc9_efs.ScheduleBatch_TimesheetIntegration());
System.schedule('ScheduleBatch_TimesheetIntegration 50', '0 50 * * * ?', new tc9_efs.ScheduleBatch_TimesheetIntegration());
System.schedule('ScheduleBatch_TimesheetIntegration 00', '0 00 * * * ?', new tc9_efs.ScheduleBatch_TimesheetIntegration());

​

Script for Bulk Creation of Resource Absences

System.schedule('ScheduleCreateResourceAbsence 20', '0 20 * * * ?', new tc9_efs.ScheduleBatch_CreateResourceAbsence());

​

9. Assign Field Service Permissions

​

Assign Field Service Permissions

1. Base Access
   • Permission Set : 2cloudnine Field Service Integration - Base
   • Description : Provides the base level required access to use 2cloudnine Field Service Integration. This Permission Set assumes that you have the 2cloudnine Time2Pay and 2cloudnine Payroll Permission Set assigned.
2. Full Access
   • Permission Set : 2cloudnine Field Service Integration - Full Access
   • Description : Provides the full access to use 2cloudnine Field Service Integration. You do not need any other Permission Set assigned to the User to use 2cloudnine Field Service Integration.

​

Add Assignments

1. Select the checkboxes next to the appropriate User(s)
2. Select the Next button.
3. Select the radio button of No Expiration, or Specify the expiration date and select the expiration period from the available options.
4. Select the Assign button.
5. Select the Done button.

​

Assignments > Add Assignments

1. Select the checkboxes next to the appropriate User(s)
2. Select the Next button.
3. Select the radio button of No Expiration or Specify the expiration date and select the expiration period from the available options.
4. Select the Assign button.
5. Select the Done button.
6. Sandbox Refresh**