- From Setup, enter Field Service Settings in the Quick Find box, then select Field Service Settings.
- Enable Field Service, and click Save to display more settings. Note If you don’t have a Field Service add-on license, you just see an option to enable work orders, which ...
- Optionally, turn on in-app notifications for Salesforce app and Lightning Experience users when any of the following actions occurs on a work order or work order line item that they ...
- Optionally, update the sharing settings. See Limit Access to Field Service Records.
- When you set up work types, which are templates for work orders, you can opt to automatically add a service appointment to new work orders or work order line items ...
- If you want to use your knowledge base in field service, select the fields that the search engine scans to suggest articles on work orders or work order line items.
- Save your changes.
Full Answer
How would you like to contact Salesforce?
How would you like to contact Salesforce? Request a call. Give us some info so the right person can get back to you. First name Enter your first name. Last name Enter your last name. Job title Please enter your title. Email Enter a valid email address. Phone Enter a valid phone ...
How to create a custom lead field in Salesforce?
- While still viewing the Opportunity object Fields & Relationships, click the Field Dependencies button.
- Click New, and set up the new field dependency.
- Select Stage as the Controlling Field.
- Select Close Reason as the Dependent Field.
- Click Continue.
- At the top of the table, click Next until you see the Closed Won and Closed Lost columns.
Is Salesforce the best cloud service?
With that, here are the tools you can use to build apps on Lightning Platform:
- Salesforce Environments. A secure and isolated development environment for developers and admins to test ideas, accelerate app development, and customize the platform. ...
- Heroku. It lets you extend Salesforce by building engaging experiences through custom apps. ...
- mySalesforce. ...
- myEinstein. ...
- Salesforce App Cloud. ...
How to use Salesforce for customer service?
Salesforce recommends using all of the tools available to build a competitive ... technologies and a fundamental rewiring of how work gets done a necessity for customer service organizations—and getting this right will be what sets companies apart ...
What does Salesforce field service do?
Salesforce Field Service is an extension of Service Cloud that provides a comprehensive view of workforce management. Field Service involves providing services to customers beyond your office or site – which is referred to as in the “field”.
How does Salesforce FSL work?
Field Service Lightning (FSL), as you might know, is a Salesforce product that connects customers, workforce and products on a single platform to deliver exceptional on-site services. It also provides customer support team a chance to intelligently delegate work to Field Service technicians and monitor them constantly.
What are the three parts of Salesforce field service?
Field Service has three main parts that work together to give you a complete field service management solution.Core Field Service features including Service and Dispatcher Consoles.Scheduling and optimization from a managed package.A mobile app for your mobile workforce.
Is Salesforce field service free?
Salesforce Field Service Pricing Overview Salesforce Field Service pricing starts at $25.00 per user, per month. They do not have a free version. Salesforce Field Service offers a free trial.
Is Field Service lightning the same as lightning?
Formerly known as Field Service Lightning (FSL), Salesforce Field Service (SFS) has a new name, but its purpose and value remain the same. It is Salesforce's field service solution. In other words, it's an onsite job management platform with real-time collaboration capabilities.
What is FLS in Salesforce?
Field-level security settings let you restrict users' access to view and edit specific fields. Available in: Salesforce Classic (not available in all orgs) and Lightning Experience. Available in: Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions.
How do I install FSL in Salesforce?
Open an incognito browser window in Chrome. In the incognito window, paste this link https://fsl.secure.force.com/install into the address bar to install the managed package. Click the link to install the most recent managed package to your Trailhead playground production org.
How will you identify a Field Service?
Field services refers to any work conducted at a customer site where your products are installed. For example, in the enterprise IT, industrial equipment, and healthcare technology industries, field services involves managing the installation, maintenance, or repair of hardware or equipment installed “in the field”.
How do I enable Field Service lightning in Salesforce?
Enable Field Service LightningFrom Setup, enter Field Service Settings in the Quick Find box, then select Field Service Settings.Click Enable Field Service Lightning. ... Click Save.More items...
Can you book appointments in Salesforce?
Users can schedule service appointments for a work order, work order line item, or other record by using the Book Appointment Chatter action. Customize this scheduling experience from the Field Service Admin app.
What is Service Cloud Salesforce?
Salesforce Service Cloud is a customer relationship management (CRM) platform for customer service and support. Salesforce based Service Cloud on its Sales Cloud product, a popular CRM software for sales professionals.
What is Salesforce maps?
Salesforce Maps is a location intelligence and map visualization tool that integrates with your Salesforce CRM, simplifying territory management. With Salesforce Maps you can create territories for your field sales reps and easily see the outcomes.
Reduce in-person visits by providing virtual support
Scale your field service with remote assistance. Allow customers to instantly book phone and video appointments through a customer portal.
Prioritize essential projects and intelligently assign jobs, from anywhere
Leverage automation to prioritize essential jobs — and save employees time — by intelligently assigning the right workers to the right projects based on skills, location, and business rules. Increase efficiency by giving dispatchers full visibility into the mobile workforce and every job on a single screen.
Harness the power of Einstein AI to increase first-time fix rate
With Einstein Vision, mobile employees can use image recognition to immediately identify assets and parts in images. Ensure the right product part is fixed or replaced to eliminate confusion and additional trips back to the office.
Manage jobs and safety protocols from any mobile device
Help your team efficiently manage essential work, even when they’re offline, with the Field Service mobile app.* Keep your mobile workers up to date on the latest policies and procedures with step-by-step instructions and safety checklists.
Make data-driven decisions faster
Use Field Service Analytics to give your managers and dispatchers easy, real-time visibility into operational performance and KPIs, from any location. Drill into all your data from multiple systems and even track safety protocols, all in one app.
Ready to Get Hands-on with Field Service?
Create a Trailhead Playground now to follow along and try out the steps in this module. Scroll to the bottom of this page, click a playground name, and then select Create Playground. It typically takes 3–4 minutes for Salesforce to create your Trailhead Playground. You also use the playground when it's time to complete the hands-on challenges.
Enable Field Service
To get up and running, enable Field Service and take care of a few important settings in your new playground.
Create Your Field Service Users
You need some helpers to get your mobile services off the ground. You already have one, you!
Create Field Service Resources
Make yourself a service resource so you can bring service to your customers.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
