Permissions and Sharing5% of the exam
Field service permission sets by user role
Which Field Service managed package permission set fits each user (admin, dispatcher, call center rep, resource, integration user, site users and guests), how the sets nest, and where you create them.
Understand use cases for different types of Agentforce Field Service and Operations permission sets.
~6 min read · 5 practice questions ·
What the exam expects
- Match each Field Service user role to the permission sets the managed package creates for it.
- Explain how the Call Center Rep, Resource, Dispatcher and Admin permission sets nest, and apply least privilege.
- Pick the right set for non-human and external users: integration users, authenticated Experience Cloud site users and unauthenticated guests.
- Create the permission sets from Field Service Settings and know which legacy license permission sets newer orgs don't get.
Key terms:
- Managed package: the Field Service package that adds Guided Setup, the scheduling console, the optimizer and scheduling policies on top of the core objects.
- Permission set (Field Service): a role-based set such as Field Service Dispatcher Permissions, generated from Field Service Settings.
- Permission set license (PSL): a license such as Field Service Scheduling that unlocks managed package or mobile features for a user.
- Global actions: Field Service actions such as Book Appointment, Get Candidates and Emergency.
- Integration user: a dedicated user for background optimization, automatic scheduling and bundling.
Key facts
Base permission for all users
- Detail
- Field Service Standard, included in Field Service user licenses
Where sets are created
- Detail
- Field Service Admin app, Field Service Settings, Getting Started, Permission Sets
Call Center Rep Permissions
- Detail
- Minimum set for Book Appointment, Get Candidates and Emergency
Dispatcher Permissions
- Detail
- Call Center Rep + Resource permissions, plus console and optimization
Admin Permissions
- Detail
- Dispatcher permissions plus configuration permissions
Resource role
- Detail
- Mobile License + Scheduling License + Resource Permissions
Legacy license sets
- Detail
- Admin License and Call Center Rep License not created in newer orgs
Guest User
- Detail
- Unauthenticated booking and scheduling actions
Create a permission set
- Detail
- Requires Manage Profiles and Permission Sets
- Which permission does an admin need to create a Field Service permission set?
- When does a permission set tile stop showing the Create Permissions link?
- Which three permission sets does the Field Service Resource tile create?
- Why can't you rely on the Field Service Admin License permission set in a new org?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Agentforce Field Service and Operations Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 38 lessons of the Agentforce Field Service and Operations Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Practice exams purchase adds inline bank questions and topic practice (5 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Choose guide-only, practice-only, or save $4 with both