Scheduling Policies

Scheduling Policies

A scheduling policy is a set of rules and objectives that guides the schedule optimizer in its decisions. You can use scheduling policies to promote or de-emphasize factors like business priorities, travel time, and customer preferences. Whenever you optimize your team’s schedule, you can select a guiding scheduling policy. Recording...

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Skill and Work Types

Skills & Work Types

In this video, we’’ll understand how to configure skills and work types. Skills represent certifications and areas of expertise in your field service workforce. Work types are templates that can be applied to work order or work order line items. Skills Skills represent certifications and areas of expertise in your...

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Operating Hours and Service Territories

Operating Hours and Service Territories

Now, that we’ve installed the package. The first step would be creating Service Territories and Operating Hours. Operating Hours Operating hours serve as the basis to identify the availability of a resource for a work type at a service territory. Define clear time slots for service territories, work types, and...

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Field Service Lightning Setup

Field Service Lightning Setup

Now, that we’ve understood the data structure of FSL functionality and about its key players, now is the time where we install the package in our org. With Installing, there comes a lot of steps that we need to configure like updating permission sets, creating users if needed, giving them...

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Introduction to Field Service Lightning

Introduction to Field Service Lightning (FSL)

Salesforce CRM automating the sales process had an extreme kick start when businesses started to invest in the framework. Organisations even saw an exponential progress in their lead conversion, customer satisfaction, and return on investment. However, the progress was made for digital businesses and field services were merely a concept....

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Batch Apex in Salesforce

A Batch Apex class allows you to define a single job that can be broken up into manageable chunks that will be processed separately. Batch Apex is a global class that implements the Database.Batchable interface. In this post we will learn about what is Batch Apex and when to use...

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