Document Builder in Salesforce field service

Salesforce Field Service continues to enhance the productivity of technicians and streamline service operations with powerful tools-and Document Builder is a key feature that brings automation and professionalism to customer interactions.

What is Document Builder?

Document Builder is a part of the Field Service Mobile App experience that enables automatic PDF generation after a service appointment is completed. It empowers technicians to create custom-branded documents instantly-capturing all relevant data from the field.

Key Features of Document Builder in Field Service

  1. Auto-Generated PDFs
    As soon as a service appointment is completed, Document Builder can auto-generate a PDF summary or report, saving valuable time and reducing manual effort.
  2. Customizable Templates
    Use pre-designed or custom document templates to pull in real-time field data—such as:
    • Customer Name & Contact Info
    • Parts Used or Replaced
    • Job Status and Time Logs
    • Service Notes or Recommendations
  3. Real-Time Field Data Merge
    Field data captured during the appointment, such as text entries, images, checkbox selections, and customer signatures, are automatically embedded into the document.
  4. Seamless Sharing
    Once generated, the document can be:
    • Downloaded locally on the device
    • Shared via Email directly with the customer
    • Attached to Salesforce records for future reference
  5. Offline Capability
    Even without network access, technicians can complete appointments and generate documents, which sync automatically once the connection is restored.

 Benefits for Field Technicians and Customers

  • Faster turnaround times with automated reports
  • Professional and consistent documentation
  • Improved customer trust through transparent service records
  • Eliminates paperwork and reduces manual errors
  • Enhances post-service communication with instant document sharing

Why Use Document Builder in Salesforce Field Service?

Whether you’re in utilities, manufacturing, home services, or telecom, having the ability to capture, compile, and deliver service documentation on the spot creates a more efficient and customer-focused field experience.

Set Up Document

·       Enable the document builder in the field service settings.

·       Please grant the following permissions to the user:

 

 

·       Please add a button to create service documents on the work order. 

·       Click the “Create Service Document” button, then redirect to another page and click the “Create PDF” button.

 

Setup Document Language

·       Navigate to the ‘Translation Language Settings’ in Quick Find, then access the translation language settings. Enable the Translation Workbench and click ‘Add’ to include users.

·       To update the work order page layout, add the Service Report Language field to the work order.

 

·       Select the language from the work order.

·       Click the service document builder again, then click preview to see the translated format.

Create template for document builder

·       To create a new template, navigate to the Document Builder and click on “New Template.”

·       Please provide a label name and select an object, then click “Next.”

·       Create your own document.