Centralize, Secure, and Manage your workforce with our Salesforce FSL Services

Fast-track your new Field Service Implementation or optimize your existing FSL configuration by leveraging our 40 hours of FSL expertise for any one of the following product-related services.

Configuration Steps:

Steps:

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Set up and install the SFDC Field Service Lightning-managed package.
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Assign users the required FSL Permission Sets.

Core FSL Configuration:

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Configure the Service Territories and associate Technicians and Dispatchers.
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Assign regular operating hours to each Service Territory to indicate the work performance.
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Set up the Service Resources, Skills, and Skill levels.
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Establish Work Types corresponding to the client’s services.
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Configure Service Crews for Service Resources.

Dispatcher Console Configuration

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Use Fieldsets to control fields displayed on the Lightning Dispatcher Console.
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Dispatch Appointments to Technicians based on their availability.

Lightning Knowledge setup with Articles (Internal users)

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Configuring Lightning Knowledge settings.
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Set up Article Record Types with the required parameters.
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Categorize the Articles (with Topics/Data Categories).
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Leverage generative AI to streamline service delivery by accessing pertinent customer, asset, and service history data.
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Reduce administrative burdens and enable technicians to address customer challenges efficiently.

Field Service Inventory

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Establish Field Service Inventory.
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Track Required Inventory in Field Service.
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Manage Inventory Requests, Transfers, Consumption, Shipments and Customer Returns.
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Utilize Asset Service Management powered by Data Cloud for real-time data and Predictive Usage-Based Maintenance to keep complex equipment operational, minimizing preventable maintenance issues and extending infrastructure lifespan.

Field Service Scheduling and Optimization

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Set up Service Appointments based on work orders. (You can opt for manual scheduling or use optimization tools to automate the scheduling process.)
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Define the Service Appointment Lifecycle, and configure Appointment Booking settings.
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Configure the Scheduling Policies, Service Objectives, and Work Rules.
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Tap into AI for Work Capacity Management to optimize workforce allocation, workload management, and resource availability, enhancing productivity and streamlining project management.

Reports for Field Service

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Create report types to track field service activity in your org.
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Enhance reporting capabilities with the Field Service Analytics App.

FSL Mobile Application

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Customize the Salesforce mobile app to display relevant information like work order details, Schedules, Maps, Customer Data, and Job-Specific Instructions.
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Employ Field Service Mobile powered by Einstein leverages AI capabilities to enhance field service operations, optimize technician productivity, and deliver intelligent, predictive maintenance solutions.

Setup a consultation

Fill out the form below to secure your slot with our Certified Salesforce FSL Experts and our sales representative will reach out to you.

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                   Questions? email us at sales@appshark.com.