Easily Insert Phone Field from the Customer Service Report

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How to Insert Phone Field from the Customer Service Report

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[Music] hello and welcome everyone to part 11 which is the last part of field service lightning series today well discuss everything related to service reports and well have a quick tour of the field service mobile application a very quick introduction about me my name is kyati mehta i live in kolkata india im working as a sales force developer at cockmans in technology solutions i am a proud marketing champion i also lead the salesforce women in tech group polygeta i have run multiple initiatives in india like helping underprivileged children with sales force and helping special students with salesforce and for which i was recently featured on salesforce blog for my outdocHub work i love everything about community and helping and giving back to the community hence im a community speaker a trailhead mentor i also have a blog of my own named as all about salesforce and a podcast that i run which is named as salesforce of bits with kathy you can always connect with me over linkedin a

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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How do I add a field to a standard report type in Salesforce?

Simply go into Setup-Create-Report Type, click the Selected Fields button and add the field. To answer your questions in your comment: You cant modify standard report types with the exception of adding new fields to the sobject and having them listed on the report type.

How do you create a service report from Field Service Mobile App?

To create a service report in the app, navigate to a service appointment, work order, or work order line item. Tap the action icon, then tap Create Service Report. If the service report template includes a signature section, youre prompted to Sign Confirm.

How do you add a field to a report?

When you find the field you want to add, do one of the following to add it to the form or report: Double-click the field. Drag the field from the Field List pane to the form or report. Hold the CTRL key and click several fields, and then drag them all to the form or report at the same time.

How do I add a custom field to a standard report?

0:52 4:35 How to add fields to custom report types in Salesforce - YouTube YouTube Start of suggested clip End of suggested clip So once youre in the setup menu search report type and were going to search report types. AndMoreSo once youre in the setup menu search report type and were going to search report types. And lets just click continue here. And so heres a list of all our custom report types the one well be

How do I add a field to a report in Salesforce?

From the Fields Available for Reports section, click Edit Layout. Drag and drop the missing fields from the Field Definition Fields section, then click Save. You can also add additional fields via lookup on your primary or secondary object by clicking Add fields via lookup.

How do you write a field service report?

A field service report should include the following information. Customer and technician information (name, address, contact information, and company name) The reported issue. The inspection report including visuals. The repairs/replacements required. Actions to be done by the technician. Follow-up audits, if necessary.

How do I add an existing field in Salesforce?

Try It Yourself In your Salesforce org, click. Click the Object Manager tab. From the Object Manager. From the sidebar, click Fields Relationships. Click New to create a custom field. Next, choose a data type.

What should be in a service report?

Customer service reports provide an overview of all customer service requests so you can keep track of the trends, which allow you to identify areas for improvement, plan the workload and schedules of your support team and, most importantly, make sure your customers expectations are well met.

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Insert Phone Field from the Customer Service Report