What is Salesforce used for?
Sectors that Use Salesforce Services
- Communication: Salesforce is used in the communication sector by US-based giant Comcast-Spectator. ...
- Finance: The customer success platform of American Express is provided by Salesforce. ...
- Community: “Obama for America” campaign also used the Service Cloud of Salesforce. ...
- Manufacturing: Sales Cloud of Salesforce is used by InMobi. ...
How to guides on Salesforce?
When considering where to get Salesforce benchmarks, you must consider some key factors such as:
- The age of the pricing benchmarks
- The company industries included in the benchmarks
- The size of the companies in the benchmarks
- The size of the deals and overall Salesforce investments
- The products and editions in the agreements
How does Salesforce administer Salesforce?
What is Salesforce Administrator
- Role of Salesforce Administrator in an organization.
- Characteristics of a Salesforce Administrator
- Description of Salesforce Administrator Profile
- The market of Salesforce Administrator Professional
- Future of Salesforce Administrator
What is Salesforce, what does Salesforce do?
Salesforce is a company based out of San Francisco, California. They are the leaders in cloud technology and CRM services. In addition, they offer a suite of products for customer relationship management, enterprise resource planning, social media marketing, eCommerce platforms, and more.
What are the three parts of Salesforce Field Service lightning?
Field Service has three main parts that work together to give you a complete field service management solution.Core Field Service features.Scheduling and optimization from a managed package.A mobile app for your mobile workforce.
What is the use of Field Service in Salesforce?
When Field Service is enabled, you gain access to a suite of standard objects that you can find in Setup and as tabs in Salesforce. These objects make up the core Field Service features, including work orders and service appointments.
Is FSL part of service Cloud?
Salesforce Field Service, formerly known as Field Service Lightning (FSL), is the extension of Service Cloud that provides a comprehensive view of workforce management.
How do I enable FSL in Salesforce?
The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. 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.
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.
Why do we need field service software?
Field service software can help bridge the communication gap between field employees and back office employees. By leveraging web applications and mobile applications, employees can collaborate on managing jobs, processing purchase orders, reporting delays, and other critical business activities.
What is FSL cloud?
Field Service Lightning (FSL) is an extension of Service Cloud that provides a comprehensive view of workforce management. This is used to help organizations better track customer service calls from the call center agent, through the dispatcher console, to a completed service appointment from the mobile employee.
How old is Salesforce Field Service lightning?
Salesforce's Field Service Lightning, which launched just two years ago, is expected to book over $100 million in revenue this year, CNBC has learned.
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.
What is service resource in salesforce?
Service resources are individual users or groups of users—known as service crews—who can perform field service work. Create service resources so you can assign service appointments to them.
How do I create a service resource active?
Required User PermissionsOpen the Service Resources tab.Click New.For Name, enter the name of the agent.Select the Active checkbox. A service resource must be active to receive work items.For User, use the lookup icon to select the agent.For Resource Type, select Agent.Click Save.
How do I create a service user in Salesforce?
How to create new user in Salesforce?Enter First name, last name, Alias, Email address.Now Assign a Role to the user.Now assign user license to the new user.Assign a profile to the user.Now select generate passwords and notify user via email.Click on Save button.A verification email will be sent to the Email.
What is d365 field service?
Dynamics 365 Field Service is designed for businesses who carry out work on-site at a customer premises or homes. This can include installation and maintenance jobs, or responding to break/fix issues.
What is field service automation?
What is Field Service Automation? Freshdesk helps you deliver exceptional customer experiences by simplifying processes and automating routine steps in executing field service tasks. Organizations that provide field service have dedicated teams to manage several tasks and workflows to ensure excellent service delivery.
What is field service management system?
Field service management (FSM) is a system of managing off-site workers and the resources they require to do their jobs efficiently. Originally this was a manual process that involved phone calls and paperwork exchanged among field service technicians, customers and office personnel.
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 the terminology for Salesforce Field Service & Salesforce Field Service Lightning the same?
Yes, Field Service Lightning was previously recognized as Field Service. Salesforce has changed the terminology, but the functionality and tools ar...
What is a Field Service Mobile App, and how does it work?
For mobile workers, the Field Service app has become a necessary asset. This enterprise-class mobile experience makes use of Salesforce in a lightw...
What is Schedule Optimization in Salesforce Field Service?
Schedule optimization is a technique in Salesforce Field Service for fine-tuning the operations of any business. Also, creating an effective field...
What are Salesforce Field Service's three major components?
Field Service comprises three major components that work in tandem to provide you with a comprehensive field service management solution. So, the t...
What Is Salesforce Field Service Lightning?
Salesforce Field Service Lightning is a management software to enhance customer experience through field services. One of the major benefits of using Salesforce CRM is the 360-degree information analysis of customers. Now, the information is regularly traced and schemes are prepared based on the collected data.
Components Of Salesforce Field Service Lightning –
FSL in Salesforce is basically a software! Therefore, the components are the three key players that bring the ‘why Field Service Lightning’ part into reality. These three components include:
Features Of Salesforce Field Service Lightning
Now that we’ve understood the structure of FSL, let’s move on to the features. So, the features of FSL in Salesforce are as follows:
Use Cases Of Salesforce Field Service Lightning
Undoubtedly, most businesses are looking for digital transformation. However, the field services will remain relevant as they provide the practical service offered by any company. In order to understand the importance of FSL in Salesforce, we need to dive into the use cases of FSL in different sectors.
Salesforce Field Service Lightning (FSL)
The Salesforce Field Service Lightning (FSL) learning adventure is here. In this FREE Salesforce Field Service Lightning we will discuss what is Field Service Lightning and it’s key features implementation.
What is Salesforce Field Service Lightning (FSL)?
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.
Is Salesforce Field Service Lightning (FSL) Training for me?
This training series is for anyone who is interested in learning Salesforce Service Cloud. You need to meet the below per-requisites to make the most out of this series:
What will I learn in Field Service Lightning (FSL) Training?
The objective of this training is to give you an overview of Salesforce Field Service Lightning concepts, features, and use cases. It will cover all the key topics required to build a foundational understanding and enable you to explore & grow in the Salesforce Field Service Lightning space.
What is special about this training series?
The training series is logically broken down in to individual Salesforce Field Service Lightning concepts with each video covering a focused area within Salesforce Field Service Lightning. This structure will help you navigate through your learning process in a systematic and time efficient manner.
Curriculum
The topics below are what will be covered, over the course of the 10+ sessions as a part of the Salesforce Field Service Lightning Training curriculum. Feel free to suggest other topics or provide us with some feedback in comments section!
How to join?
Please follow our ApexHours website and subscribe our YouTube Channel and click on bell icon to get more notification. If you have any doubt or query on any session then please add comment in respective session, our team will try to help you as soon as possible.
What is FSL in business?
When set up properly, FSL is an extremely powerful tool that can empower users across multiple teams to deliver an outstanding customer experience from start to finish — all while providing high levels of visibility and reporting to help your team regularly enhance business performance.
What is core field service?
Core Field Service: This component provides access to key modules, such as service resources, skills, inventory tracking, van stock, work orders and service appointments. These objects form the foundation of FSL and allow you to capture relevant information about field service requests and what resources you need (including people) to properly complete them.
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.
What Is Salesforce Field Service Lightning (Fsl)?
- 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. It enables them to handle cus...
Is Salesforce Field Service Lightning (Fsl)Training For Me?
- This training series is for anyone who is interested in learning Salesforce Service Cloud. You need to meet the below per-requisites to make the most out of this series: 1. Foundational Salesforce.com knowledge (Admin skills) 2. Salesforce Service cloudknowledge. 3. Basic functional knowledge on Sales process
What Will I Learn in Field Service Lightning (FSL) Training?
- The objective of this training is to give you an overview of Salesforce Field Service Lightning concepts, features, and use cases. It will cover all the key topics required to build a foundational understanding and enable you to explore & grow in the Salesforce Field Service Lightningspace.
What Is Special About This Training Series?
- The training series is logically broken down in to individual Salesforce Field Service Lightning concepts with each video covering a focused area within Salesforce Field Service Lightning. This structure will help you navigate through your learning process in a systematic and time efficient manner. You can also go directly to any individual video for quick reference on a specific topic. …
Curriculum
- The topics below are what will be covered, over the course of the 10+ sessions as a part of the Salesforce Field Service LightningTraining curriculum. Feel free to suggest other topics or provide us with some feedback in comments section! 1. Introduction to Field Service Lightning [on FEB 01, 2022 09:00 AM EST( 7:30 PM IST )] 2. Field Service Lightning Setup [on FEB 02, 2022 09:00 AM …
How to Join?
- Please follow our ApexHours website and subscribe our YouTube Channel and click on bell icon to get more notification. If you have any doubt or query on any session then please add comment in respective session, our team will try to help you as soon as possible. For more join our telegram channels https://t.me/apexHours. Please help us to spread the words with #ApexHoursFSL. Big …
Summary
- The Salesforce Service Cloud never fails in improving the operational process efficiency. Therefore, leads to a better experience for every customer. Implementing the Service Cloud with help of a reliable and experienced implementation will benefit your business in many ways.