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Solution home Getting Started with Axsy Org Setup

Org Setup for Axsy Field Service Print

Modified on: Wed, 17 Jul, 2024 at 5:30 PM


Available in: Axsy Field Service


Salesforce Org Setup

See the steps below to setup your Salesforce org:

  1. Install Axsy managed packages
  2. Assign permission sets
  3. Axsy Summer '24 only: Setup an initial Axsy Summer '24 config.


Axsy Field Service Mobile App

  1. Ensure your users are using mobile devices that meet the device requirements
  2. Download and install from the app stores either:
    1. Axsy Summer '23 orgs: Axsy Field Service mobile app
    2. Axsy Summer '24 orgs: Axsy Mobile for Salesforce app.

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    The material provided in these documents on this portal is for informational purposes only and is subject to change without notice.

    While we have made every attempt to ensure that the information contained in these documents on this portal is accurate and complete, Axsy is not responsible for any errors or omissions, or for the results obtained from the use of this information. All information in these documents on this portal is provided “as is”, with no guarantee of completeness, accuracy, timeliness or of the results obtained from the use of this information.

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