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F1 Agent Help Center

How can we help your field team today?

Step by step guides for Salesforce admins, managers, dispatchers, reps and technicians using F1 Agent.

In short

The F1 Agent Help Center is the documentation hub for F1 Agent, the Salesforce-native field sales and field service platform.

It covers setup, attendance, beats and visits, expenses, service and dispatch, inventory, the Lumina AI assistant and admin configuration, with separate guides for admins and for mobile users.

If an article does not solve your issue, you can raise a ticket with the F1 Agent support team from the Contact Support page.

Browse by topic

Topics follow the order most teams set up F1 Agent: get started, then sales, then service, then AI.

120 articles · updated weekly

Getting started14 articles Install the package, assign licences, invite users and install the mobile app. Install F1 Agent on your Salesforce orgAssign permission sets by role View all › Attendance11 articles Punch in, travel modes, odometer capture, live location and disconnected status. Set up travel modes and allocationWhy a user shows as Disconnected View all › Beats and visits18 articles Planned and unplanned visits, single and multi day beats, approval, route optimization. Create a multi day beatTurn on beat approval View all › Expenses16 articles Categories, city tiers, local and outstation rules, hard and soft limits, bill scan. Configure hard and soft limitsChoose odometer or map distance View all › Service21 articles Cases, assets, work types, work orders, appointments, AI dispatch and SLAs. Define a work type with skills and partsChoose recommend or auto dispatch View all › Inventory12 articles Warehouses, van stock, product requests, transfers, transactions and units. Set up van stock locationsApprove a product request View all › Lumina AI9 articles Sales coach, speech to action, shelf audit, manager action planner, languages. Enable Lumina for a user groupTrain the shelf audit model View all › Admin configuration19 articles Territories, operating hours, visit forms, visit tasks, roles and profiles. Build a territory hierarchyCreate a custom visit form View all ›

Popular articles

  1. 01Why a field user shows as Disconnected, and how to fix itAttendance · Managers and reps
  2. 02Reimburse odometer, map distance, or the lower of the twoExpenses · Admins
  3. 03Create, approve and assign a multi day beatBeats · Managers
  4. 04Switch a work type from AI recommend to auto dispatchService · Dispatchers
  5. 05Build a custom visit form with picklists and assign it as a visit taskAdmin configuration · Admins
  6. 06Record unused and additional parts at service checkoutInventory · Technicians
  7. 07Ask Lumina to build today's beat from nearby customersLumina AI · Reps

Guides by role

New to F1 Agent?

The setup path most admins follow.

Configure the foundation first. Territories and roles drive beats, expenses and dispatch later, so getting them right saves rework.

Step 1Install and assign permissionsPackage, licences, permission sets by role and profile. Step 2Territories and hoursHierarchy, customer and user mapping, operating hours. Step 3Travel and expense policyTravel modes, city tiers, limits and buckets. Step 4Visits or work typesVisit tasks and forms, or skills, work types and parts. Step 5Pilot and switch on LuminaRoll out to one team, then enable AI features.

Quick answers

The questions our support team hears most often.

Who can change expense limits and travel modes?

Users with the F1 Agent admin permission set. Limits and travel modes can be set per user, role, profile or as a default for all applicable users.

A rep's location stopped updating. What should I check first?

Open Today's Overview and look at the Disconnected reason. The most common causes are no internet or location services switched off. You can send the rep an alert from the console.

Can a rep create a visit that was not planned?

Yes. Unplanned visits can be started from the app, including for a new lead created through Nearby Search.

Which Salesforce object does a scanned visiting card create?

It is configurable. Admins choose whether a card creates a Contact, Lead or another standard or custom object.

Where do I find what changed in the latest version?

Every release is listed in the Release Notes with new, improved and fixed items, and links to the relevant help articles.

Still stuck? Talk to the people who build F1 Agent.

Raise a ticket with your org ID and a screenshot, and our product support team will pick it up.

Raise a support ticket See release notes