Individual skill
field-service-voice-to-form-configure
Set up Voice to Form on Field Service Mobile end-to-end against a Salesforce org, covering both variants: Voice to Record Edit (voice-fills any record-edit screen) and Voice to Form Data Capture (voice-fills Discovery Framework / Data Capture forms). Discovers existing DC forms and asks which to enable, hands off to fs-data-capture-form-deployer to create them if none exist, assigns every permission a mobile user needs, and walks the admin through the Einstein generative AI base setup. TRIGGER when the user asks to enable, configure, install, or set up Voice to Form, V2F, Voice to Record Edit, V2RE, the microphone on the mobile app, or voice-fill on Field Service Mobile. DO NOT TRIGGER when the user wants Pre-Work Brief, wants to author a brand-new Data Capture form, or wants to build a generic Agentforce agent.
skills/field-service-voice-to-form-configure/SKILL.md
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- Last checked
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- Nov 6, 2026
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- Apache-2.0
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# Setting up Voice to Form
Configure Voice to Form on Field Service Mobile from a fresh Field Service org. Voice to Form lets a mobile worker tap the microphone on a form or a record edit screen and dictate the contents. Einstein generative AI parses the speech and fills the matching fields.
There are two variants. They share a permission backbone but enable through different switches:
| Variant | What it does | Where it shows up | Underlying switch |
|---|---|---|---|
| **Voice to Record Edit (V2RE)** | Voice-fills the standard record edit screen on objects mobile workers can edit (Work Order, Service Appointment, Asset, Contact, Account, custom objects, etc.) | Mic icon on the Record Edit screen | `FieldServiceMobileSettings.IsShowEditFullRecord = true` (org-level row) + `FieldServiceVoiceToRecordEdit` system permission |
| **Voice to Form Data Capture (V2F, Beta)** | Voice-fills Discovery Framework / Data Capture flows the admin built in Flow Builder | Mic icon on a Data Capture form | `FieldServiceVoiceToForm` system permission + per-form **LLM Targetable** flag (UI toggle only) |
This skill walks the complete setup for both, in the order Salesforce documents them at:
- `help.salesforce.com/s/articleView?id=service.mfs_voice_to_form_setup.htm` (V2F Data Capture)