How does Field Service Lighting really work?
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:
- 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.
- 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.
- 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.
- 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.
- Oversee
Assets: Track client resources
and setup computerized service schedule dependent on client resource data.
- Shrewd
Scheduling: According to SalesForce,
Smart Scheduling increases efficiency to handle field workforce
optimization assigning appointments to professionals dependent on area,
aptitudes, vicinity, etc.
- 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.
- Dispatcher
Console: Dispatcher Console is
from where the dispatchers work relegating work orders, track and monitor
service conveyance progressively.
- 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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