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Field Service Duplicate Avoidance Admin Utility
Utility to automate adding external ID fields for duplicate avoidance.
- Business Need
- Admin & Developer Tools
Aids in adding a new custom field to selected objects and also updates a permission set to give users access to this field. Salesforce Field Service will utilize this field to avoid duplicate record creations.
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Does not work
The field 'SFS_External_ID__c' only gets populated if the System Permission "Access Lightning Web Components in Field Service Mobile" is disabled. Not sure why this is, but it makes it useless for most people. I tried to use it since occasionally duplicate WOLIs will get created when a user has weak signal and is using the Field Service mobile app.
Works well with just one limitation
This app resolved most issues we had with creating duplicate records and files (pictures) from the Field Service Mobile App, when field users operate with weak mobile signal. The app is easy to configure and consumes only an additional custom field on the objects that it's enabled for. The only downside: It doesn't support Create-a-Record Quick Actions, so the WOLI plus button can still create duplicate records. It supports create-a-record actions on Field Service Mobile Flows.