| Task | Requirement | Completed |
|---|---|---|
| Package Installation | ||
| Install 2cloudnine Field Service Extension | Compulsory | |
| Installation Process | Compulsory | |
| Custom Settings | ||
| Configure Field Service Custom Settings | Compulsory | |
| Custom Metadata | ||
| Create New Managed Records for Field Service Permission Sets |
Compulsory | |
| Update Field Service Page Layouts | ||
| Expense | Compulsory | |
| Resource Absence | Compulsory | |
| Service Resource | Compulsory | |
| Time Sheet | Compulsory | |
| Time Sheet Entry | Compulsory | |
| User | Compulsory | |
| Update 2cloudnine Page Layouts | ||
| Contact | Compulsory | |
| Leave Rule | Compulsory | |
| Payee | Compulsory | |
| Payee Leave Event | Compulsory | |
| Timesheet | Compulsory | |
| Timesheet Entry | Compulsory | |
| Timesheet Item | Compulsory | |
| Scheduled Jobs | ||
| Integration for Field Service Time Sheets | Compulsory | |
| Assign Field Service Permissions | ||
| Assign User Permissions | Compulsory | |
| Sandbox Refresh | ||
| Sandbox Refresh | Optional |
Salesforce will begin to install the package. If you are presented with dialogue informing you the
installation is taking a while, you can accept and this will return you to the Installed Packages page.
Salesforce will send an email advising when the installation has been completed and the package will be
listed if you refresh the page.
## 4. Custom Settings
Within the 2cloudnine packages are a variety of Custom Settings which enable Users to have a smoother
experience of switching functionality on or off as required in an Org, or to provide required data as
needed for some components to work.
### **Populate Field Service Integration Custom Settings**
Go to **Setup > Custom Settings > Field Service Integration Configuration > Manage**
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.
If unchecked the Service Resource Owner will default as the User that has created the
Service Resource record (ie. standard Salesforce).
* **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**
Go to **Setup > Custom Metadata Types > FS Permission Set > Manage Records**
1. Click on the **New** button and create two new records according to the following values:
Record 1
* **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
Record 2
* **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
Updates to Field Service Page Layouts are required for the following Objects, to ensure the Field Service
Extension is able to reference the necessary fields during data integration.
Due to the inherent variance between each implementation of the Field Service package, 2cloudnine
Administrators will need to work with Field Service Partners to identify which specific Page Layouts
require update for each Object.
Failing to add the necessary 2c9 fields to the correct Page Layouts for each of the following Objects will
cause data integration to fail, as the required data will not be available for reference. Please ensure fields
are added to ALL Page Layouts containing Field Service data referenced during integration.
For a comprehensive list of all data referenced by the Field Service Extension, and the corresponding
functionality, please refer to the Field Mapping tables available in the Field Service Extension
Administrator Guide.
### **Expense**
Go to **Setup > Object Manager > Expense** (Standard Object, not Custom Object) **> Page Layouts**
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**
Go to **Setup > Object Manager > Resource Absence > Page Layouts**
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**
Go to **Setup > Object Manager > Service Resource > Page Layouts**
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 Entry**
Go to **Setup > Object Manager > Time Sheet Entry > Page Layouts**
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**
Go to **Setup > Object Manager > User > Page Layouts**
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
Updates to 2c9 Payroll Page Layouts are required for the following Objects, to ensure the Field Service
Extension can reference the necessary fields during data integration.
For a comprehensive list of all data referenced by the Field Service Extension, and the corresponding
functionality, please refer to the Field Mapping tables available in the Field Service Extension
Administrator Guide.
### **Contact**
Go to **Setup > Object Manager > Contact > Page Layouts > Page Layout Assignment**
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**
Go to **Setup > Object Manager > Timesheet Entry > Page Layouts**
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**
Go to **Setup > Object Manager > Payee > Page Layouts**
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**
Go to **Setup > Object Manager > Payee Leave Event > Page Layouts**
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**
Go to **Setup > Object Manager > Timesheet > Page Layouts**
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**
Go to **Setup > Object Manager > Timesheet Entry > Page Layouts**
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**
Go to **Setup > Object Manager > Timesheet Item > Page Layouts**
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**
Below is the script required to integrate Field Service Time Sheets. If it is not already configured, it must
be manually set as a Scheduled Job.
To schedule scripts:
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**
```apex theme={null}
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**
```apex theme={null}
System.schedule('ScheduleCreateResourceAbsence 20', '0 20 * * * ?', new tc9_efs.ScheduleBatch_CreateResourceAbsence());
```
## 9. Assign Field Service Permissions
Permissions for Field Service Objects should be managed by the Field Service Implementation Partner,
and are not maintained by 2cloudnine. Please refer to Pre-Installation activity Manage Field Service
Permissions for more information on this subject.
### **Assign Field Service Permissions**
To provide suitable access for troubleshooting and general support of the Field Service Extension, assign
one of the following Permission Sets to the appropriate 2cloudnine User:
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.
Go to **Setup > Permission Sets > 2cloudnine Field Service Integration - Base > Manage 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.
Go to **Setup > Permission Sets > 2cloudnine Field Service Integration - Full Access > Manage**
### **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\*\*
It is recommended for each Org’s Sandbox to be refreshed at this time, so that suitable testing can be
performed within the Sandbox when required. For comprehensive steps on how to create or refresh the
Sandbox and ensure 2cloudnine Payroll continues to work successfully within there, please refer to the
[2cloudnine Sandbox Creation & Refresh Guide.](https://drive.google.com/file/d/158l7iBc57n1vHDs2575nJtEBit2F4i5z/view?usp=sharing)
In addition to the steps detailed within the above guide, please ensure that the script mentioned in Step
8 above, required for Integration of Field Service Timesheets, is also rescheduled in the Sandbox, to
ensure it continues to work successfully.