diff --git a/MobileDashboard/README.md b/MobileDashboard/README.md index 205139b..d8cf391 100644 --- a/MobileDashboard/README.md +++ b/MobileDashboard/README.md @@ -10,7 +10,19 @@ Let your mobile workers easily see an overview of their data. For example, show 3. Under Permission Set Assignments, click **Edit Assignments**. 4. Enable **Field Service Mobile Dashboard Permissions**. 5. Repeat these steps for all the relevant mobile users. -3. To install the package, click https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1Q0000012EomQAE. +3. To install the package, click https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1Q0000012EomQAE. If you choose to deploy the code instead of installing the package, make sure to complete these steps: + 1. Before deploying the code, enable using different languages. + - From Setup, in the Quick Find box, enter `Translation Workbench`, and then select **Translation Language Settings**. + - Click **Enable**. + - Deploy the code. + 2. Make the tab visible. + - From Setup, in the Quick Find box, enter `Users`, and then select **Profiles**. + - Edit the System Administrator profile. + - Under Tab Settings, set the Mobile Dashboard Settings tab to **Default On**. + 3. Make the fields visible. + - Form Setup, open the Object Manager. + - Search for and select **Mobile Dashboard Setting**. + - From Fields & Relationships, for each field, click **Set Field-Level Security and select Visible**. 4. From the Developer Console, run the script to get preconfigured cards for your dashboard: `DashboardPostInstall.onInstall();` 5. From the App Launcher, find and select **Mobile Dashboard Settings**. 6. Review the details of the cards and change them as needed.