Easily Insert Phone Field from the Assignment Of License

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How to Insert Phone Field from the Assignment Of License

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in this video id like to demonstrate on how to use the uh barcode on a drivers license to assign a customer to transaction and clover and this is going to be done with the use of customer plus plus cloud crm this is a brand new feature that weve just released and so to get started im going to grab one of my items which will trigger the customer assignment there and then im going to grab my barcode scanner my drivers license and im going to scan it done that customer has been added there it is remove customer okay so thats how its done now let me show you the configuration aspect of it here we are were in a cloud crm and i can search for my customers here too um so i havent figured out the angle yet there it is all right so i can search for customers there it is it found my customer and you can see that my drivers license number is entered into the field called drivers license but lets imagine that this was not a drivers license lets imagine this was any random barcode o

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How do I set up a field service in Salesforce?

Configure Field Service Settings From Setup, in the Quick Find box, enter Field Service , and then select Field Service Settings. Scroll to the Appointment Assistant section. In the Status field, select the service appointment status that generates the first platform event.

How do I create a field service user in Salesforce?

Create Your Field Service Users From Setup, enter users in the Quick Find box, then select Users. Click your name in the user list. Click Edit, then change the following information. Select: Knowledge User. Ensure Service Cloud User is selected. Time Zone: Eastern Time (America/NewYork). Click Save.

How do I assign a field service license in Salesforce?

Configure the Field Service permission set license From Setup, enter Permission Sets into the Quick Find box and select Manage Users Permission Sets. Create a New permission set. Give your new permission set a name and a description. Select the permission set license you need from the picklist and click Save.

How do I allocate a license in Salesforce?

Assign Licenses to Users From Setup, in the Quick Find box, enter Permission , and then select Permission Sets. Select one of the two permission set labels. Click Manage Assignments. On the Assigned Users page, click Add Assignments. Select the users you want to assign licenses to, and click Assign.

How do I assign a license to a user in Salesforce?

Assign Licenses to Users From Setup, in the Quick Find box, enter Permission , and then select Permission Sets. Select one of the two permission set labels. Click Manage Assignments. On the Assigned Users page, click Add Assignments. Select the users you want to assign licenses to, and click Assign.

How do I assign a device based license?

Assign licenses to devices In the Microsoft 365 admin center, go to the Billing Licenses page. On the Licenses page, choose Microsoft 365 Apps for Education (device) or Microsoft 365 Apps for enterprise (device). On the next page, choose a subscription, then choose Assign licenses.

How do I add a license to an existing permission set?

Find the meta XML file for the permission set (in the permissionsets folder) copy and save it locally on your computer. Delete the permission set from org (it also should be removed from the permissionsets folder once you do the retrieve) Add/modify the license tag () in the locally saved permission set.

How do I set custom permissions for field service?

The list of Custom Permissions is on the Custom Permissions page in Setup. To assign them to users, add the custom permissions to a permission set. From Setup, in the Quick Find box, enter Permission Sets , and then select Permission Sets. Select the permission set and then select Custom Permissions.

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Insert Phone Field from the Assignment Of License