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.
What is FSL Field Service lightning?
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.
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.
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.
How do I install FSL in Salesforce?
Install the Managed Package 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.
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.
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.
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...
What is FSM software?
Field service management software (FSM software) helps companies deliver effective onsite service by tracking requests, managing personnel, and maintaining visibility into operations. Common field service management software features include. Work order management. Inventory management. Dispatch.
How do I create a work order in Salesforce?
Create Work Orders for Field ServiceFrom the Work Orders tab or the Work Orders related list on a record, click New.Optionally, select a work type. ... Enter the address for the work order. ... Optionally, to link each work order line item to a price book entry (product), select a price book.More items...
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 field service in Salesforce?
Field Service Salesforce is intended to associate your workforce and empower them to convey intelligent and efficient onsite service . It enables them to attain quicker delivery and smarter and progressively customized service from the mobile phone to the field on one platform. The Field Service management Salesforce programming helps you resolve Field Service calls quicker, increases worker productivity in the field, computerize the appointments scheduling as well. In short, field service salesforce helps in many ways that you can’t even imagine.
What is a FSL dispatcher?
Dispatcher: The FSL Dispatcher should deal with the records, their work orders, appointments in coordination with the field professionals. Dispatcher Console is set up over the Service Cloud Console inside SalesForce. The thought is to guarantee the ideal use of field resources while giving astounding service.
What is Field Service Lightning?
Field Service Lightning is SalesForce's Field Service management software. Until its discharge, SalesForce had no application to relay client record data straightforwardly to service teams in the field. Third-party programming like ServiceMax was used to fill that particular gap. Development of SalesForce Field Lightning is an attempt to close the void that was prevailing in their system for a very long time.
How many executives trust their organization to put resources into field service?
SalesForce's very own Service Executive Survey found that 87% of executives trust their organization ought to put resources into Field Service technology. About 92% believe organizations need to adjust service models in accordance with client needs. Thus, there is a strong case for interest in the Field Service technology for SalesForce and thus it made the leap.
What are the features of field service?
Basic Field Service Lightning features: 1 It provides accurate time recommendations for clients on the basis of existing schedules and travel time 2 It can assign/delegate work on the basis of abilities and accessibility 3 It permits fields service representatives to finish work orders while staying on the job site 4 It catches electronic signatures for work requests or service reports 5 It underpins somewhere in the range of 3 – 3,000 (and that's just the beginning) Field Service representatives, including contractual workers 6 It enables Supervisors to see and manage work from either a Gantt graph or map view. 7 It helps administrators to manage and configure explicit work guidelines to manage the domains, service level understandings, or business needs.
How many employees are in the field service?
It underpins somewhere in the range of 3 – 3,000 (and that's just the beginning) Field Service representatives, including contractual workers
Is Field Service Lightning still in beta?
The catch for field specialists here is that the Field Service Lightning mobile application is still in beta on Android through version 2.0 has like wise been released for iOS. The Summer '17 Release states that most of the good features from the iOS application edition has been transferred to the Android application. But it's still in the beta phase. FSL is a part of the SalesForce Platform Service however it is offered as a standalone solution for employees and contractors. It empowers you with tools and techniques to get a real-time perspective into the majority of your operations, optimize the mobile workforce distribution, and keep clients updated at each progression. You'll have the capacity to manage your jobs in the field with an offline application for Android and iOS and manage your contractual workers and other representatives on the same platform.
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.
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 FSL app?
FSL Mobile App: This component allows you to share information in real-time with technicians while they are on the road or visiting customers. Salesforce has a dedicated mobile application with FSL features that allows technicians to view work orders and service appointments, verify customer information and use Chatter to communicate with other team members. The mobile app is enabled with push notifications so that technicians do not miss time-sensitive information and it has an offline mode in case technicians experience spotty cellular connectivity.
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 360 degree customer service?
Exceptional Customer Service: When your teams share data across one integrated platform, everyone has the same global 360-degree view of the customer, which means they can answer customer questions more completely and efficiently, without having to dig for relevant information. It also ensures that your field reps have an accurate picture of the services required by a customer and the appropriate resources to fulfill a request from the moment they arrive on site.
Why is it important to improve customer experience?
That’s because the more value your customers receive from your services, the more likely they are to purchase from you again. This satisfaction can also lead to “second-order revenue,” which occurs when customers provide positive referrals that bring in new business.
What is a time sheet?
Time Sheets: Tracks the time it takes for service technicians to complete field service work.
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.
Why is time to resolution important?
Better Time-To-Resolution: Arming your team members with this wealth of customer information also helps them more efficiently and effectively address customer issues. Delivering a resolution correctly the first time around — not to mention making sure that all happens in a timely fashion — will help increase customer satisfaction.
What is Salesforce Field Service?
It is Salesforce’s field service solution. In other words, it's an onsite job management platform with real-time collaboration capabilities.
Why do leadership teams need access to data?
Leadership teams have access to all the data they need to spot trends and improve operational processes.
Can barbers use Salesforce Field Service?
Generally, this would be a lot for a single dispatcher to manually manage but with Salesforce Field Service, the barbers can move seamlessly through their day. This use case brings up four core aspects of the platform:
Can barbers use Salesforce?
Optimized travel times: To maximize the number of appointments in their day, the barbers can leverage Salesforce Field Service's schedule optimization capabilities.
