Activity Forums Salesforce® Discussions What is Salesforce Field Service?

  • CRMJetty

    Member
    March 16, 2023 at 4:21 am

    Salesforce field service management software is designed to integrate seamlessly with your work orders with accounts, contacts, assets, cases, entitlements, and other objects so you can pull in data across your Salesforce account.
    Example of field services like consultations, sales, repair and maintenance, customer support, and regular inspections.
    In this videos you can see the how field services work and implementation.
    https://www.forcetalks.com/videos-tag/salesforce-field-service/

  • Shuvam

    Member
    May 22, 2023 at 3:15 pm

    Salesforce Field Service is a super handy tool that manages work orders, service appointments, and resources, if you've got people out and about doing jobs. Basically, it helps you ensure that the right person is at the right place with the right equipment to do their job. And all of this is happening at the right time.
    It's got features that handle scheduling and dispatching, along with work order management and even parts inventory. It's also got some smart capabilities like predicting when a job will be done, and optimizing schedules and routes for efficiency. It's all about delivering excellent customer service, even when that service is happening out in the field. Salesforce Field Service is a game-changer if you've got a mobile workforce.

  • Kizzy Consulting

    Member
    May 25, 2023 at 10:19 am

    Introduction to Salesforce Field Service Lightning
    Salesforce Field Service Lightning is a cloud-based tool that helps businesses manage their field service operations. It’s part of the Salesforce platform, which means it’s fully integrated with other Salesforce products. With Salesforce FSL, businesses can manage their field service operations more efficiently, increase technician productivity, and improve customer satisfaction.
    Features of Salesforce Field Service LightningField Service Lightning comes with a wide range of features and benefits. It can help businesses manage their field service operations more efficiently. Some of the key features of Field Service Lightning include:

    • Work Order Management

    Salesforce Field Service Lightning enables businesses to create, manage, and track work orders. One can create manually Work orders. These can be assigned to specific technicians based on their availability, skill set, and location.

    • Scheduling and Dispatch

    Salesforce FSL comes with powerful scheduling and dispatch capabilities. It enables businesses to schedule appointments, assign technicians, and dispatch them to the job site. It also provides real-time updates on technician status and job progress.

    • Mobile App

    Salesforce launched an application for Field Service Lightning in October ’17. FSL mobile application is used to access work orders, customer information, and job details. The app also enables Technicians (Service Resources) to update job status, track time, and capture customer signatures.

    • Inventory Management

    Salesforce Field Service Lightning enables businesses to manage their inventory more efficiently. It provides real-time inventory visibility, enables businesses to track inventory usage, and helps them replenish inventory when necessary.

    • Service Report

    Service Reports are used for reporting the work completed by the Service Resource. These can be completed by the Customer, Worker, or any other stakeholders.
    Benefits of using Salesforce Field Service LightningSalesforce Field Service Lightning offers a range of benefits to businesses. Some of the key benefits of using Salesforce FSL include:

    • Improved Productivity

    Field Service Lightning enables businesses to streamline their field service operations, which can lead to improved productivity. By automating processes, businesses can reduce the time it takes to complete tasks, which can improve technician productivity.

    • Increased Customer Satisfaction

    FSL provides businesses with real-time updates on technician status and job progress. This means businesses can provide customers with accurate information about when technicians will arrive and when the job will be completed. This can lead to increased customer satisfaction.

    • Better Resource Management

    Field Service enables businesses to manage their resources more efficiently. FSL provides real-time visibility into inventory usage and technician availability. This way businesses can ensure they have the right resources available when they need them.
    FSL Dispatcher Console Gantt Overview
    FSL Dispatcher Console Map view

    • Improved Communication

    Salesforce Field Service Lightning provides businesses with a range of communication tools, including messaging and collaboration features. This can improve communication between technicians, dispatchers, and customers, which can lead to more efficient and effective field service operations.

    • Better User Interface

    FSL provides an amazing User Interface both for its mobile application and for the Field Service Dispatcher console. Thus increasing the user experience multifold.

    • Up-Sell Potential

    Technicians (Service Resources) can answer live queries during a case resolution by checking for products in their FSL app. This increases the trust of the customer in the business and leads to a higher sales opportunity.
    How to set up Salesforce Field Service LightningSetting up Field Service Lightning is relatively straightforward. Here are the steps involved:

    • Purchase FSL package

    The first step is to purchase the FSL package. You can do this through the Salesforce website or by contacting an SF representative.

    • Install Field Service Lightning package

    Once you’ve purchased the FSL package, the next step is to install it. You can do this by following the installation instructions provided by Salesforce.

    • Configure the Field Service Lightning app and package

    Once you’ve installed the package for FSL, the next step is to configure it. Configuration involves setting up work order management, scheduling and dispatching, mobile app, and inventory management.

    • Train Your Technicians

    Once you’ve configured Salesforce Field Service Lightning, the next step is to train your technicians on how to use it. SF provides training resources, including online courses and certification programs.
    Integrating FSL with other in-house productsField Service Lightning is fully integrated with other Salesforce products, including Sales Cloud, Service Cloud, and Marketing Cloud. This means businesses can manage their entire customer lifecycle from one platform.
    Salesforce FSL vs. traditional field service managementFSL offers a range of benefits over traditional field service management. Traditional field service management involves manual processes, which can be time-consuming and error-prone. FSL automates processes, which can reduce errors, and improve productivity and customer satisfaction.
    Conclusion: Is FSL right for your business?
    FSL is a powerful tool that can help businesses manage their field service operations more efficiently. It offers a range of features and benefits that can lead to improved productivity, increased customer satisfaction, and better resource management. If you’re looking for a field service management solution, Salesforce FSL should be your go-to solution.
    We can be a single answer to all your Salesforce strategies and queries. Kizzy Consulting leverages years of experience and learning of the World’s no. 1 CRM software to make your working process easier.
    Contact us for consultation services or for demonstrations.
    Kizzy Consulting
    Kizzy Consulting is a Salesforce Consulting Partner based in Panchkula, India. Kizzy has successfully implemented 100+ Salesforce projects for 100+ clients across sectors like Financial Services, Insurance, Retail, Sales, Manufacturing, Real estate, Logistics, and Healthcare in countries like the US, Europe, Germany, and Australia. Get a free consultation now by emailing us at [email protected] or Contact us.
    Blog link: https://kizzyconsulting.com/salesforce-field-service-lightning-features-and-benefits/

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