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Integration: Salesforce Option Configuration - Field Service Lightning
Integration: Salesforce Option Configuration - Field Service Lightning

Generate a link using REVIEWS.IO Dynamic Link and include it your Field Service Lightning Mobile App.

Mollie Herbert avatar
Written by Mollie Herbert
Updated over 2 months ago

Requirements

⭐️ This feature is only available on Plus plan


Instructions ⚙️

  1. Navigate to Service Setup

  2. Search for Field Service Mobile Settings in Quick Find.

  3. Click your Field Service Mobile Settings label.

  4. Add an App Extension

  5. Set type to be iOS or Android, or create an app extension for each.

  6. Enter your generated REVIEWS.IO Dynamic Link as the Launch Value.

  7. Enter a label, e.g. Write a Review.

  8. Enter a name, e.g.,. Review.

  9. Enter Scoped To Object Types. (This is a comma separated list of where you want the Write a Review extension to appear in your Field Service Lightning Mobile App, e.g. WorkOrder, ServiceAppointment.)

  10. Click Save

Your Write a Review extension will appear in your Work Order

  • The customer will be invited to write a review.


Salesforce Support Enquiry Form

Need more help?
If you have any specific questions or require any further help, we have also created a SalesForce & REVIEWS.IO support form.

Please click here to log a support ticket for Salesforce REVIEWS.IO Integration (Google Forms)

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