FRIV2K

Guide to Salesforce Field Service Lightning

There are three main parts of the salesforce field service lightning that can be downloaded into your system without your business. All of your customers can also use this app.

Core Field Service Lightning

The first part is the core field service lightning. There are several things that you are going to be able to do once you have enabled the field service lightning in your organization. The first thing is that you will be able to set your operating hours, skill sets, and standard requirements for appointments that are going to be unique to your organization. The second thing is that you will be able to enable the salesforce app so that you can provide mobile access to your mobile workforce.

The third thing is that you will be able to track your inventory and van the stock so that you mobile workforce has what you need when they are at the site of the customers. The fourth thing is that your employees will be able to report and analyze the field service data. The last thing is that you will be able to plan, track, and perform all of the field service work. This is going to include the installations and repairs that you have to do to the system and the maintenance that needs to be done to the system.

Field Service Lightning Managed Package

The second part of the plan is the field service lightning managed package. Once you have installed the managed package, the dispatchers are going to be able to do a few things. The first thing is that they can optimize the schedule of the company according to the scheduling policies of the company. The second thing is they should be able to get a bird’s eye view of the appointment lists, a resource availability chart, scheduling actions, and interactive map of the dispatcher console. The third thing is that can integrate and maintain all of the scheduling policies, the sharing tools, global actions, and the optimization rules within the administration app.

Field Service Lightning Mobile App

The last part of the plan is the field service lightning mobile app. This is something that the company is going to be able to get for free. There are also several things that the mobile workers are going to do within the app. The first thing is that they will be able to view the schedule of their appointments. The second thing is that they can use the data from the salesforce to check on the work orders, reach all of their contacts, and verify the addresses of their customers. The third thing is to create and edit all of the records so that they can log their work and create the follow-up appointments with the clients.

The fourth thing is to use the Chatter in order to collaborate with other mobile workers, managers, and dispatchers. The fifth thing is to track all of their updates with the push notifications. The sixth thing is to view the articles in Knowledge that allows them to complete the more tricky tasks of the business. The last thing is they can track the van stock and the inventory that is consumed in order to complete all of their jobs.

These are the three main parts of the salesforce field service lightning that every company is going to be able to use once you have downloaded into your system.