Field Service Lightning (FSL) is Salesforce’s powerful solution for managing a mobile workforce. It enables organizations to deliver intelligent, connected, and efficient onsite service, by streamlining scheduling, dispatching, and reporting for field teams.
- Seamless Scheduling: Assign the right resources to the right job at the right time.
- Mobile Empowerment: Equip field technicians with real-time information and tools.
- Customer Experience: Keep customers informed with appointment notifications and feedback.
- Optimization: Reduce travel time, increase first-time fix rates, and enhance operational efficiency.
- Service Appointment: Represents a scheduled visit for onsite work.
- Work Order: A record detailing the work to be performed.
- Dispatcher Console: A real-time dashboard for dispatchers to manage and monitor field operations.
- Service Resources: The people (technicians) and assets (vehicles, equipment) available for field work.
- Skills: Specific abilities or certifications required to complete certain tasks.
- Operating Hours & Territories: Define when and where your team can work.
- Utility companies scheduling repairs
- Telecom companies installing services
- Home appliance servicing
- Healthcare providers scheduling in-home visits
In the next post, we’ll walk through how to enable Field Service Lightning in your Salesforce org and set up the basic data model.
Stay tuned for the next post on enabling Field Service Lightning and foundational setup!
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