CA Lite for Salesforce Field Service Mobile App – Install Guide

Salesforce Field Service teams can access critical Salesforce data in a mobile-friendly calendar format with the Calendar Anything Lite for Salesforce Field Service Mobile App. This article explains the installation and setup process for this app.

In this guide:

• Prerequisites
• Installations

Prerequisites

Before you begin installation, ensure that the following prerequisites are met:

• Salesforce Field Service installed and configures
• CalendarAnything LWC version 1.150 or higher installed (Can be downloaded from the App Exchange if you don’t have it installed)
• CalendarAnything Lite Field Service Mobile user licenses
• Installation links provided by Mphasis Silverline AppExchange Team:
  • CalendarAnything Lite Version 1.16 – https://login.salesforce.com/packaging/installPackage.apexp?p0=04tfL000000RD61
  • Calendar Anything Field Service Mobile (FSM) Version 1.0 – https://login.salesforce.com/packaging/installPackage.apexp?p0=04tfn000001deWT

Installations

• Install and Set Up CalendarAnything LWC 1.150 or Higher (If necessary)

  CalendarAnything LWC 1.150 or higher must be installed and set up. If this is not the case, perform the following steps:

  A) Install.

  1. Download CalendarAnything LWC 1.150 from the App Exchange.
  2. Log into your Salesforce org (the org into which you will be installing the packages).
  3. Install CalendarAnything LWC 1.150. Choose the option Install for All Users.

  B) Assign licenses.

  1. Once the installation has finished, select the Salesforce gear icon.
  2. Select Setup.
  3. Enter Install in the Quick Find box.
  4. Select Installed Packages. The Installed Packages page appears.
  5. Select Manage Licenses on the row listing CalendarAnything LWC. The Package Manager page appears.
  6. In the Licensed Users section, click Add Users. A list of users is displayed.
  7. Select the checkbox for each user who is licensed for CalendarAnything LWC. Each selected user is copied to the Selected Users list.
  8. When finished selecting users, click Add. The Package Manager page appears with the list of CalendarAnything LWC licensed users.

  C) Assign the CalendarAnything LWC Default Permission Set.

  1. On the Setup menu, enter Permission in the Quick Find box.
  2. Select Permission Sets.
  3. On the Permission Set page, select CalendarAnything LWC Default Permission Set.
  4. On the CalendarAnything LWC Default Permission Set details page, click Manage Assignments.
  5. On the Current Assignments page, click Add Assignment.
  6. On the All Users page, use the inner-most scrollbar to scroll through the grid and enter a checkmark into the checkbox of each user who needs the CalendarAnything LWC Default Permission Set.
  7. Click Next. A page appears for you to optionally select an expiration date for the permission.
  8. Click Assign. A status message is displayed.
  9. Click Done.

  For knowledge articles on CalendarAnything LWC, refer to the CalendarAnything Help Center and select LWC.

• Install and Set Up CalendarAnything Lite

  A. Install

  1. While still logged in to your Salesforce org, copy the CalendarAnything Lite install link into your browser address bar. The Install CalendarAnything Lite page appears.
     
  2. Select Install for All Users.
  3. Read the acknowledgement and then click the checkbox to confirm that you’ve read it.
  4. Click Install.
  5. When the installation has finished, click Done.

  B. Assign Licenses:

  1. In CalendarAnything, select the Salesforce gear icon.
  2. Select Setup.
  3. Enter Install in the Quick Find box.
  4. Select Installed Packages. The Installed Packages page appears.
  5. Select the Manage Licenses link for CalendarAnything Lite. The Package Manager page appears.
  6. In the Licensed Users section, click Add Users. A list of users is displayed.
  7. Select the checkbox for each user to be licensed for CalendarAnything Lite. Each selected user is copied to the Selected Users list.
  8. When finished selecting users, click Add. The Package Manager page appears with the list of CalendarAnything Lite licensed users.

• Install and Set Up CalendarAnything Lite for Salesforce Field Service Mobile App

  A. Install

  1. While still logged in to your Salesforce org, copy the CalendarAnything FSM install link into your browser address bar. The Install CalendarAnything FSM page appears.
     
     
  2. We recommend you select Do not install for the question “What if existing component names conflict with ones in this package?” as there is a known issue with the second option.
  3. From the three “Install for” options, select Install for All Users.
  4. Read the acknowledgement and then click the checkbox to confirm.
  5. Click Install.
  6. When the installation has finished, click Done.

  B. Assign the CalendarAnything Lite FSM Permission Set

  1. Select the Salesforce gear icon.
  2. From the context menu, select Setup.
  3. Enter Permission in the Quick Find box.
  4. Select Permission Sets.
  5. On the Permission Set page, select SL_FSM Permission Set.
  6. On the SL_FSM Permission Set details page, click Manage Assignments.
  7. On the Current Assignments page, click Add Assignment.
  8. On the All Users page, use the inner-most scrollbar to scroll through the grid and enter a checkmark into the checkbox of each user who needs to be given the SL_FSM Permission Set.
  9. Click Next. A page appears for you to optionally select an expiration date for the permission.
  10. Click Assign. A status message is displayed.
  11. Click Done.

  C. Configure:

  1. Select the Salesforce gear icon.
  2. Select Setup.
  3. Enter Field Service Settings in the Quick Find box.
  4. Enable Field Service.
  5. Enter Custom Metadata Types in the Quick Find box.
  6. Click Manage SL_FSN_Configs.
  7. Create a new record with the following values:
     • Name: Default
     • urlparams: ca_mobile_debug=0
     • userAdditionalSettings: {}
  8. Return to Setup and enter Global Actions in the Quick Find box.
  9. Select New Action.
  10. Create a new action record with the following values:
      • Action Type: Lightning Web Component
      • Component: slFsm
  11. Return to Setup and enter Field Service in the Quick Find box.
  12. Select Field Service Mobile App Builder.
  13. Add the LWC Web Component.
  14. Publish.