Set up and install the SFDC Field Service Lightning-managed package.

Assign users the required FSL Permission Sets.

Configure the Service Territories and associate Technicians and Dispatchers.

Assign regular operating hours to each Service Territory to indicate the work performance.

Set up the Service Resources, Skills, and Skill levels.

Establish Work Types corresponding to the client’s services.

Configure Service Crews for Service Resources.

Use Fieldsets to control fields displayed on the Lightning Dispatcher Console.

Dispatch Appointments to Technicians based on their availability.

Configuring Lightning Knowledge settings.

Set up Article Record Types with the required parameters.

Categorize the Articles (with Topics/Data Categories).

Leverage generative AI to streamline service delivery by accessing pertinent customer, asset, and service history data.

Reduce administrative burdens and enable technicians to address customer challenges efficiently.

Establish Field Service Inventory.

Track Required Inventory in Field Service.

Manage Inventory Requests, Transfers, Consumption, Shipments and Customer Returns.

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.

Set up Service Appointments based on work orders. (You can opt for manual scheduling or use optimization tools to automate the scheduling process.)

Define the Service Appointment Lifecycle, and configure Appointment Booking settings.

Configure the Scheduling Policies, Service Objectives, and Work Rules.

Tap into AI for Work Capacity Management to optimize workforce allocation, workload management, and resource availability, enhancing productivity and streamlining project management.

Create report types to track field service activity in your org.

Enhance reporting capabilities with the Field Service Analytics App.

Customize the Salesforce mobile app to display relevant information like work order details, Schedules, Maps, Customer Data, and Job-Specific Instructions.

Employ Field Service Mobile powered by Einstein leverages AI capabilities to enhance field service operations, optimize technician productivity, and deliver intelligent, predictive maintenance solutions.