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...

Continue reading

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...

Continue reading

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...

Continue reading

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...

Continue reading