San Mateo Portal

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.