Configuring Mobility10% of the exam

Field Service Mobile Settings, priming and notifications

What Field Service Mobile Settings control and how to give each profile its own configuration: branding, Enable Full Edit on Records, the date picker range that drives priming, push notifications and whose settings they follow, geolocation update frequency, and the related list limit override.

Official exam objective
Understand the available Field Service Mobile settings.

~6 min read · 7 practice questions ·

What the exam expects

  • Create Field Service Mobile Settings configurations and assign them to profiles so groups such as contractors, supervisors and technicians get different branding, extensions, editing and tracking.
  • Restrict or allow editing from the app with Enable Full Edit on Records.
  • Tune priming with Past Days and Future Days in the Date Picker, and know when performance priming with briefcases is the better tool.
  • Set up push notifications and predict who receives them, whose settings apply and when assignment and dispatch alerts arrive separately.
  • Adjust geolocation polling and lift the 50-record related list limit.

Key terms:

  • Field Service Mobile Settings: a configuration record of app settings assigned to user profiles.
  • Mobile Settings Assignment: the Setup page that maps settings configurations to profiles.
  • Priming: downloading the records a worker needs so the app works offline.
  • Date picker range: Past Days and Future Days in the Date Picker, which set how many days of appointments are primed.
  • Geolocation Update Frequency: how often a moving device's location is polled, with a separate Backgrounded value.

Key facts

Default configuration
Detail
Field Service Mobile Settings, assigned to all profiles
Assign configurations
Detail
Mobile Settings Assignment, by user profile
Restrict editing from the app
Detail
Leave Enable Full Edit on Records cleared
Date picker default
Detail
45 days past and 45 days future
High Volume Briefcase
Detail
Up to 400,000 records
Notification settings used
Detail
The initiating user's mobile settings
Own changes
Detail
No notification to the user who made them
iOS background poll
Detail
500 m moved plus the longer of five minutes or the Backgrounded value
Related list display
Detail
50 records; override with RELATED_LIST_LIMIT_OVERRIDES
Android branding hex values
Detail
Six digits
Sources for this section (4)
  • Why can polled location points be drawn as lines on a dispatcher's Gantt map?
  • When does an offline device report where it is?
  • When does an iOS device in the background send a location poll?
  • How many records can High Volume Briefcase support?

The questions are free to read. Answers with their sources and self-grading are included with the pack.

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