Join to learn about Salesforce Field Service Lightning (FSL)
Service reports summarize the work performed by a customer and can be signed by the mobile worker, customer, and others involved in the job. Service reports summarize the work that was performed by a customer and can be signed by…
Guided Setup makes your life easy. The Guided Setup – allowing administrators to breeze through creating of Service Territories and Operating Hours, defining Work Types and Skills, assignment of Agents, Dispatchers, and Service Resources, and even configuring the scheduling policies.…
In this session we will learn about Status Transitions, Inventory Management in Salesforce Field service lightning Training. Status Transitions Status transitions control the permitted status flows. Inventory Management Inventory management starts with product items, which represent the stock of a…
In this session we will learn about Dispatcher Console, Gantt Chart, Scheduling Optimizer Dispatcher Console The Field Service dispatcher console is the main working space for dispatchers. It features a dynamic map and a highly customizable Gantt chart showing upcoming…
Service appointments represent field service visits to customers. The Appointment booking window allows the user to choose an available slot and book the appointment within that slot. Recording Check complete Salesforce field service lighting training here.
A scheduling policy is a set of rules and objectives that guide 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. You can select a…
Service resources are individual users or groups of users—known as service crews—who can perform field service work. Create service resources so you can assign service appointments to them. Check our All About FIeld service cloud post. Recording Check complete Salesforce…
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.…
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.…
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…