Field Service. CI/CD - SFDX. Salesforce Field Service Lightning: Issues and Solutions. Have you been using Salesforce Field Service Lightning?
Perhaps you configured the product to fit in with your field service processes and now administer it for your company? Well if you can relate to any of those I am pretty sure you will have had some product hiccups along your FSL journey. Like most implementations, pre and post production stages have their challenges. The first, getting to know the product and then adapting it to your business needs. During this stage it is very easy to miss features that might have a big impact on the way FSL works for you. Having experienced a number of issues myself, I can happily say, like many things with Salesforce, there is pretty much always a solution.
Here are a few bumps I experienced and solutions I found along my FSL journey. Missing Resource Problem: When an appointments status is set to a custom value e.g ‘’Travelling’ – The resource is removed from the Service Appointment. Unable to generate Service Report Data Integration Lag Jenny. Field Service Lightning Implementation Tips.
Advice from an Expert: How to Prepare for Field Service Lightning - Torrent Consulting. Field Service Lightning is an onsite support solution that automates essential aspects of field service coordination: Scheduling service appointments, dispatching mobile workers, tracking vehicle locations and product stock… And the list goes on.
This kind of service management is essential for any number of industries, including public utilities, telecommunications and manufacturing. If your business employs mobile workers or contractors, you might’ve already looked into Field Service Lightning. And that’s great! But before you dive into an implementation project, there are a few things you should do to prepare. Here are 3 recommendations from one of our Field Service Lightning experts. Recommendation #1: Have an inventory management system in place. One huge advantage of Field Service Lightning is its ability to track product and part availability. Your company services household appliances, and your team receives a call about a broken water heater. …and more. Parting Thoughts. IBM, Salesforce Strike Global Partnership on Cloud, AI. Are two clouds better than one?
How about two nerdily-named artificial intelligence platforms? According to IBM and Salesforce, the answer to both of those questions is yes. The two Fortune 500 companies on Monday afternoon revealed a sweeping global strategic partnership that aligns one iconic company’s multiyear turnaround effort with another’s staggering growth ambitions. According to the terms of the deal, IBM and Salesforce will integrate artificial intelligence platforms (Watson and Einstein, respectively) and some of their software and services (e.g. a Salesforce component to ingest The Weather Company’s meteorological data). IBM will also deploy Salesforce Service Cloud internally in a sign of goodwill. Manage Appointments with Lightning Scheduler. Lightning Scheduler gives you the tools you need to simplify appointment scheduling in Salesforce.
Create a personalized experience by scheduling customer appointments—in person, or by phone or video—with the right person at the right place and time. With Lightning Scheduler, it’s easy to embed appointment scheduling into standard Salesforce workflows, such as leads and referrals, opportunities, and accounts. Here are some of the things you can do: Create records that represent appointment attendees (service resources) and add details about their areas of expertise (skills), location, and availability Define branch and office locations (service territories) and operating hours Create appointment topics (work type groups), such as home loans or investment Define appointment templates (work types) to link appointment topics with particular locations Schedule customer appointments with defined topics, attendees, duration, and location.
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