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...
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...
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...
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...
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...
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...
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...
The Salesforce Field Service Lightning (FSL) learning adventure is here. In this FREE Salesforce Field Service Lightning we will discuss what is Field Service Lightning and it’s key features implementation. If you are curious about how this entire process works or what’s required for it to be set up, then...
Field Service Lightning (FSL), as you might know, is a Salesforce product that connects customers, workforce and products on a single platform to deliver exceptional on-site services. It also provides customer support team a chance to intelligently delegate work to Field Service technicians and monitor them constantly. It enables them...