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A Comprehensive Guide to Field Service Lightning

Salesforce Field Service Lightning provides users with the comprehensive tools that are required to schedule and assign work orders, schedule appointments, and manage your mobile workforce.

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A Comprehensive Guide to Field Service Lightning

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  1. Field Service Lightning The Best Assistant for your Customer Support Operations Salesforce Field Service Lightning (FSL), one of the finest products for field workers and technicians within the Salesforce CRM, leverages the full potential of the Salesforce CRM platform to assist dispatchers to prioritize and schedule jobs more effectively. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  2. Field Service Lightning Managed Packages To harness the power of Field Service Lightning, the users need to install two managed packages: 1.Base Package - It consists of the Object Data model. 2.Lightning Package -It consists of the Field Service Lightning App. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  3. What are the three main parts of Field Service Lightning? Core Features When Field Service Lightning is activated, the users get access to a set of standard objects found in Setup andas tabs in Salesforce. Managed Packages • A guided setup tool • A dynamic scheduling console • A scheduling optimizer • Scheduling triggers and policies Mobile Application The Field Service Lightning mobile application for iOS and Android is an ultimate tool for field service technicians and workers. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  4. Four Main Users of Field Service Lightning Field Service users fall into the following categories: FSL Agent FSL Administrator FSL Mobile Worker or Technician FSL Dispatcher info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  5. FSL Administrators Admins are behind the setting up the core features and assigning required permissions to users. FSL Agents They are responsible for receiving inquiry calls, handling cases and work orders, and booking appointments. FSL Dispatchers Dispatchers schedule and assign technicians to work orders intelligently and scheduling appointments based on skills and routing policy. FSL Mobile worker or Technician They are responsible for receiving work orders and appointments, managing and updating job progress, and delivering a seamless customer experience through the mobile application. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  6. Steps to Enable Field Service Lightning Step 1 : Go to Setup>> Field Service Settings>> Enable Field Service Lightning. Step 2 : In the Notifications section, choose "Enable notifications" to send notifications to users’ on the Salesforce mobile app, and the FSL mobile app about the status of work orders and service appointments. Step 3 : In the “Auto-Created Service Appointments” section, choose 'Days After Created Date' to define the due date for a certain number of days on auto-created service appointments. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  7. Step 4: In the "Sharing" section, choose one of the following options: Choose 'Share dispatched service appointments with their assigned resources’. Choose 'Share service appointments parent work orders with their assigned resources' Step 5: In the 'knowledge Search' Section, choose the work order and work order line item fields to display the suggested Knowledge articles based on the selected fields Step 6: And then, click Save. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  8. Conclusion Salesforce Field Service Lightning provides users with the comprehensive tools that are required to schedule and assign work orders, schedule appointments, and manage your mobile workforce. Hear right from our certified FSL experts to explore how FSL allows businesses to deliver intelligent, fast & timely, personalized, and productive on-site services to their customers. Check out the webinar video at https://bit.ly/2QkIvMB. info@cloudanalogy.com +1(415)830-3899 cloud.analogy

  9. Thank You info@cloudanalogy.com +1(415)830-3899 cloud.analogy

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