Background
Slack brings all your communication together in one place. It’s real-time messaging, archiving and search for modern teams. By integrating with Slack, SAP Field Service Mobile Android and iOS users will be able to leverage Slack’s chat capabilities to complement their existing team communications toolset in order to communicate with colleagues to solve difficult problems or provide critical status updates.
Supported Applications
Application | Supported | Release |
---|---|---|
Android | Yes | 5.30 |
iOS | Yes | 5.50 |
Windows | No |
First Things First
In order to use Slack channels for internal communication, you must complete the following:
CoreSystemsMFS.IsSlackAccount
to
TRUE.
1. Enable IsSlackAccount Setting
The first step is to update the company settings to enable the Slack chat capabilities. This is accomplished as follows:
- Navigate to Admin > Companies from SAP Field Service Management.
- Select the company for which you would like to enable the Slack integration.
- Navigate to the Settings tab.
- Search for and select the
CoreSystemsMFS.IsSlackAccount
setting. - Select
EDIT
.
- Set the setting
Value
to TRUE and selectUpdate
.
Synchronize
the changes to the mobile application.
The Slack chat capabilities will now be enabled for the company.
2. Download Slack App for Android/iOS
You will then need to download the Slack mobile application for Android by completing the following:
- Enter “Slack” in the Google Play Store search bar.
- Select
Install
.
Conversely, if using iOS you can download the Slack mobile application for iOS by completing the following:
- Search for Slack in the Apple App Store.
- Select
Install
.
3. Authenticate Slack in Mobile Application
You will then need to authenticate the Slack account and authorize it for use in the Field Service Mobile Application by completing the following:
- Open the Field Service Mobile application and select the Contacts module.
- Select the options menu from the Contact header.
- Select the Chat option.
- The application will then open a browser and will redirect to an embedded browser dialogue. This is done in order to receive a bearer token and is only required for first-time authentication.
- After entering your Slack account and company details, the application will prompt you to authorize the application:
- Select
Authorize
- You will then be prompted to re-enter your Slack account and company information again in the mobile appliation.
You will now be able to use the Slack chat feature.
Note: | If you manually log out of Slack, you will be required to re-enter credentials when selecting the Chat option from Contacts and/or Activities. |
Channels vs Conversations
The following is a brief description of how conversations are created and reopened from Contacts and Employees, and how channels are created and joined from Activities:
Activity
Create Channel |
When Slack channels are created from an Activity, the channel will take the name of the Service Call Code field (example: 204). |
Join Channel |
As the Service Call Code is unique to a Service Call, and multiple activities can be associated with a Service Call, when the Chat option is selected from the Activities module, it will rejoin a channel with the name of the Service Call Code if it has already been created. |
Contact
Create Conversation |
Slack-based conversations can be created from the Contacts module when the following conditions are met:
|
Reopen Conversation |
If a conversation has already been initiated between you and the contact, it will be reopened when selecting the Chat option from Contacts module. |
Employee
Create Conversation |
Slack-based conversations can be created from the Employees module when the following conditions are met:
|
Reopen Conversation |
If a conversation has already been initiated between you and the employee, it will be reopened when selecting the Chat option from Employee module. |
Creating/Reopening Conversation
Conversations can be created and reopened from Contacts or Employees in the Field Service Mobile application by completing the following:
Note | Please note that all prerequisites must be met in order create or reopen a Slack conversation from Contacts/Employees. |
- Open the Field Service Mobile application and select the Contacts/Employees Module.
- Search for the contact/employee with whom you would like to open up a Slack-based chat dialogue.
- Select the options menu from the Contacts/Employees header.
- Select the Chat option.

The application will then create a Slack conversation with the contact. If a conversation has been created between you and the contact, it will be rejoined when these steps are repeated.
Creating/Joining Channel from an Activity
Channels can be created or joined from Activities in the Field Service Mobile application by completing the following:
Note | Please note that all prerequisites must be met in order create or join a Slack channel from Activities. |
- Open the Field Service Mobile application and select an Activity.
- Select the options menu from the Activity header.
- Select the Chat option.

The application will then create a Slack channel using the name of value of the Service call code
field. This Channel can be rejoined from the same Activity, or from any other Activity that is linked to the same service call.

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