Guided Setup Field Service Lightning

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. Recording Check complete Salesforce field service lighting training here. Amit...

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Status Transitions and Inventory Management

Status Transitions, Inventory Management

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 particular product at a particular location. Recording Check complete training...

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Dispatcher Console, Grantt Chart and Scheduling Optimizer

Dispatcher Console, Gantt Chart, Scheduling Optimizer

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 appointments, active team members, and more. Gantt chart The Gantt...

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Appointment Booking and Emergency Dispatch

Appointment Booking, Emergency Dispatch

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. Amit ChaudharyAmit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform...

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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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Service Resources

Service Resources

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. Recording Check complete Salesforce Field Service Lightning training here. Amit ChaudharyAmit Chaudhary is Salesforce Application & System Architect and working on Salesforce...

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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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