How does Field Service Lighting really work?

Posted by kritishah
6
May 18, 2022
194 Views

In the event that you are hoping to invest in Salesforce field service lightning certification, this is the thing that you need to know first. There are three essential partners in the whole procedure:

  1. Call Center Executive: They serve as the first point of contact with the client. The client raises a service request and the executive makes a record in Service Cloud. The call center executive can likewise book an appointment for a specialist but nothing more than that.
  2.  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.
  3. Field Service Technician: Field Service Technicians utilize the FSL mobile application on their cell phones to get service orders, update them as required and even take client signatures. They can view client records and all related data in a solitary view.

Presently, with respect to what fsl can really accomplish for you, there are sure errands it can do for you.

  1. Work Orders: Appointments and work orders can be made from inside Service Cloud Console on SalesForce. These can be connected to existing records, contracts, accounts, etc.
  2. Oversee Assets: Track client resources and setup computerized service schedule dependent on client resource data.
  3. Shrewd Scheduling: According to SalesForce, Smart Scheduling increases efficiency to handle field workforce optimization assigning appointments to professionals dependent on area, aptitudes, vicinity, etc.
  4. FSL Mobile App: As pointed out, it's still primarily accessible just on the iOS yet expected to give field experts high perceptibility into client records, arrangements, work orders on their cell phones. SalesForce mobile application can likewise be utilized in lieu of the FSL application.
  5. Dispatcher Console: Dispatcher Console is from where the dispatchers work relegating work orders, track and monitor service conveyance progressively.
  6. Data analysis: On the off chance that you need analytics, you have to buy a different license for Wave Analytics and integrate it. Be that as it may, you can make Service Reports and Custom Field Service Lightning Reports.

 

 

 

 

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