Perfecting Inventory Management with Salesforce FSL

Published on
April 4, 2022

Does your business have a fleet of people in the field — for deliveries, installation, repairs, and so on? If yes, Salesforce Field Service Lightning (FSL) is your solution, for addressing key areas like comprehensive inventory management including replenishment, asset management, order execution, and time or materials tracking to be in sync with financials. Since your company manages a modern field service team, you need to manage inventory across multiple teams, trucks, warehouses, and distribution centers. Thus, FSL offers numerous features to streamline the process for resources in the field, like permitting field service resources to finish work orders while staying on the job site, enabling supervisors to manage work from a graph or map view, and providing accurate time recommendations for clients based on existing schedules and travel time.

Also Read: Field Service Lightning Implementation for Optimized Customer Service

Perfect Your Inventory Management With Salesforce FSL

Controlling inventory efficiently is all about ensuring that the right amount of supply is available within the company and ultimately to the field service agents. Thus, a good process needs to ensure, that with the appropriate internal production controls, the company is capable of meeting customer demands in the field at all times.

Salesforce’s Field Service Lightning is your ideal cloud-based field service management platform to help you manage your mobile workforce. This centralized platform allows you to automate appointment scheduling, create and manage work orders, and get visibility into all field service operations in real-time. It also lets you access knowledge articles, and track SLA compliance while on site. FSL includes intelligent schedule optimization tools to automatically assign jobs to the best resource based on skills, location, time, and other (customizable) rules. It supports personnel tracking as well.

Plus, the Field Service Lightning mobile app, allows organizations to efficiently manage their mobile workforce remotely. For example, the dispatcher console allows managers to track service delivery and receive real-time alerts for incidents, ongoing projects, and operational performances. What’s more is the AI-enabled image recognition capabilities, which can identify assets and parts that need to be fixed or replaced.

A successful field service inventory control needs- data from purchases, reorders, storage, warehousing, shipping, receiving, loss prevention, and returns. And Salesforce Field Service inventory management enables all these to ensure maximum profit from the minimum amount of inventory, all this without affecting customer satisfaction.

FSL Inventory Management Features and Benefits

The most utilized feature of the Salesforce Field Service application is the inventory management feature. It allows you to manage and track inventory at every stage of its lifecycle, ensuring that your mobile workforce has the right parts in stock to keep up with their jobs. Irrespective of, parts being transferred from the warehouse to the customer or between technicians, your field service center has everything in place.

Here’s (just a handful of) the inventory features of the Salesforce Field Service Management Application:

Track Inventory Locations – warehouses, stockroom, work vehicles, customer sites, etc.
Product Requests – get notified whenever your stock runs low.
Track Product Detail – a single source of truth for model serial numbers, information, statuses, etc.
Product Transfers – track the movement of items across locations.
Financial Data – asset costs, invoice number, cost center, vendor, a general ledger account, etc.
Return Orders – return orders to facilitate the return and repair of sold items.
Product Disposal And Depreciation – track costs, values, retirement dates, resale values, etc.
Contractual Data – contract the asset is tied to and the date of warranty expiration.
Inventory Depreciation – depreciation method, residual value, and the salvage value.
Associate Responsibilities – maintain data around the person requesting the product, as well as the one responsible for its maintenance.
Associated Entitlements – asset’s hardware, software, and user entitlements.
Related Activities – changes to asset state and comments added.

And more...

Salesforce’s Field Service Lightning offers a brand new level of “smart” to the service industry with its revolutionary out-of-the-box features. Also, this amazing concept can also be further customized based on your company’s unique requirements. Leverage the dispatch console, mobile application, and standard Lightning views, to manage the customer experience which has never been this intelligent, efficient, and fun!

How can AppShark Help You?

With the out-of-box features packed in Salesforce FSL, it sure packs a punch to give your mobile field team the advantage over the competition.  And with an expert Salesforce team like AppShark in tow, expect to fully leverage its features to gain maximum ROI for your business.

We are a Gold Certified Salesforce Partner, specializing in the implementation, customization, and integration of Salesforce solutions. Our years of working on projects spanning various domains give us a unique perspective to ply Salesforce CRM just the right way to suit your business dynamics.

Want to know how we can implement Salesforce FSL and customize it to seamlessly align with your business goals?
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