Description
Book SynopsisSalesforce Field Service (formerly Field Service Lightning) connects customers, workforce, and products on a single platform to deliver exceptional on-site services. This book guides Field Service enthusiasts in creating, managing, and automating support with use cases and real-time examples. You will learn Salesforce Field Service which will help you better manage your customers, internal users, and field technicians. As you advance, you'll learn the whole end-to-end life cycle of creating work orders, associating service appointments to work orders, scheduling and dispatching service appointments to field technicians, and completing the work orders. By the end of this book, you'll be able to implement, test and deploy Salesforce Field Service for both Desktop and Mobile apps. What you'll learn Basics of Field Service Field Service objects and data model Field Service schedulingand optimization Configuring Salesforce Field Service Managing Salesforce Field Service
Table of ContentsChapter 1: Intro to Salesforce Field Service
· Basics of Field Service and Field Service Life Cycle
· Field Service Personas, Objects and Data Model
· Common Field Service Terminology
· How Salesforce can help build Field Service and understanding Salesforce Licenses
Chapter 2: Step by Step Field Service Implementation · Installing Field Service Managed App Exchange Package
· Using Field Service Guided Setup
· Using Dispatcher Console for dispatching Service Appointments
Chapter 3: Extending Field Service to Mobile
· Configuring Field Service Mobile App
· How Field Technicians use Mobile App
Chapter 4: Reporting in Field Service
· Configure Reports and Dashboards to understand Field Service performance
Chapter 5: Cracking Salesforce Field Service Lightning Certification
· Understanding exam outline, key tips and strategies
