search
WebsiteContact Support

SharinPix Sketch Plan for Salesforce Field Service Usage

The SharinPix Sketch Plan allows users to add markers to sketches, which can then be annotated with text. This functionality is also available for offline use in Salesforce Field Service (SFS).

In the following sections, you will learn:

  • How to set up SharinPix Sketch Plan for Salesforce Field Service.

  • How to set up Briefcase Builder for using SharinPix Sketch Plan in Offline mode.

hashtag
Setting Up SharinPix Sketch Plan for Salesforce Field Service Usage

  • Create a new permission set as indicated below and assign it to the users:

  1. Go to Salesforce Setup

  2. Search and open Permission Sets and create a new permission set, with the label for example _Field Service - LWC Access. _

  3. For the License , select Field Service Mobile.

4. In the _Find Settings _search box, enter and click on Access Lightning Web Components in Field Service Mobile , then edit the page to select the Access Lightning Web Components in Field Service Mobile checkbox.

5. Assign this permission set _Field Service - LWC Access _to the user.

6. To use the SharinPix Sketch Plan on the Salesforce Field Service mobile app, you must create a Lightning web component (LWC) action which is similar to creating a regular quick action, and assign it to your Salesforce Field Service (SFS) layout, as depicted in the diagram below.

hashtag
Set Up Briefcase Builder for offline use

To use the SharinPix Sketch Plan offline, you will need to set up a briefcase on Salesforce. A briefcase is a set of rules and filters that select records to prime for offline use. Briefcase Builder supports up to 50,000 records that can be retrieved offline. Follow the steps below to set up a briefcase:

  1. Go to Salesforce Setup and search for Briefcase Builder.

  2. Click on the **New Briefcase **button.

  3. Enter a unique briefcase name and an optional description.

  4. Click Next.

  5. Add one or more objects and any related objects (in our case, Sketches, Sketch Templates, SharinPix Plan Items, and objects you are using, e.g., Work Order) to the briefcase for the business process, task, or event that you want to make available offline in the briefcase.

  6. Apply the relevant filters and logic.

  7. Assign relevant users to the briefcase.

  8. Select the connected apps you want to associate with this briefcase, then to activate the briefcase for assigned users and groups, click Activate.

Information:

To learn more about the Briefcase Builder, check out the information available on the following website: https://help.salesforce.com/s/articleView?id=sf.briefcase_builder_overview.htm&type=5arrow-up-right.

hashtag
SFS Mobile App Demo

The diagram below shows the SharinPix Sketch Plan on SFS (Salesforce Field Service) mobile app for Tablet.

The image below displays annotated sketches within the SharinPix Sketch Plan.

The picture below shows sketches that have been annotated and saved in the SharinPix Sketch Plan on Salesforce Field Service.

Last updated

Was this helpful?