FSL Extension Package Setup
- 27 Feb 2025
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FSL Extension Package Setup
- Updated on 27 Feb 2025
- 1 Minute to read
- Print
- DarkLight
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Setup FSL and Blackthorn Payments Mobile FSL Extension Package
Navigate to Setup > Field Service Settings.
Click Enable.
Install the Field Service Managed Package
If you haven't installed the Field Service Managed Packaged yet, click https://fsl.secure.force.com/install and follow the prompts to install the managed package in your org. You can install it on a production or sandbox org.
Install the Blackthorn FSL Extension Package
Install the latest Blackthorn Payments Mobile FSL Extension Package.
Payments Version Dependency
To install the latest FSL Extension package, you must have Payments Version 5.31 or higher.
Configure the Transaction Object
- Click the Gear icon.
- Click Setup.
- Click the Object Manager tab.
- In the Quick Find box, enter and click "Transaction."
- Click the Page Layout tab.
- Click the FSL Charge Transaction Layout.
- Drag and drop the Work Order field on the page layout.
- Click Save.
Configure the Work Order Object
- Click the Gear icon.
- Click Setup.
- Click the Object Manager tab.
- In the Quick Find box, enter and click "Work Order."
- Click the Page Layout tab.
- Click FSL Work Order Layout.
- Click Related Lists.
- Drag and drop the Transactions Related List to the page layout.
- Click Fields.
- Drag and drop the Mobile Pay, Balance Paid, and Balance Due fields on the page layout.
- Click Save.
Assign Permission Sets
- Identify the users that will be using the Blackthorn FSL Extension Package.
- Assign the Blackthorn | Payments FSL permission set to those users.
Add Field Service Permissions
- From the App Launcher, type "Field Service Settings" and navigate to the app.
- From the Getting Started step, click the Permission Sets tab.
- Click Create Permissions for all the Roles.
- Click Save.
Add Field Service Territory, Work Type, and Service Resource
- Click the Getting Started tab.
- Click Go to Guided Setup.
- Create a Service Territory, Work Type, and Service Resource.
- Click the Create Dispatchers and Agents step and click Add.
- Choose users from Assign Service Territories to Select User.
- Select the Service Territory.
- Click Assign Service Territory.