How to Transition from Service Reports to Service Documents in Salesforce Field Service

Leigh-Anne Nugent

Published on: 01/04/2026

A practical Office Hours Insight walkthrough on moving from service reports to service documents in Salesforce Field Service, including setup, permissions, template behavior, and what to watch for with photos and mobile syncing.

Salesforce Field Service Innovation

Why Salesforce Field Service Document Builder Still Needs Smarter Template Logic

Tinker Time Labs

Published on: 31/03/2026

A practical Office Hours Insight session on Salesforce Field Service Document Builder, showing how template logic, permissions, and mobile behavior can affect technician experience in the field.

Salesforce Field Service Innovation