FSL Adminįirst admin has to create Operating hours with Time slots from Operating Hours Tab. Admin has to create permission sets from Permission Sets Tab then he can assign different permission sets to different users.īelow table is for needed permission sets for Different Users. Admin will do all configuration settings through Field Service Settings tab in Field Service Admin App. The Field Service Settings tab in this app leads to the managed package settings.Īdmin will work on Field Service Admin App. The Field Service Admin app is for administrators.The Field Service tab in this app leads to the dispatcher console. The Field Service app is for dispatchers.Once the package is installed, the App Launcher includes two new apps. Enable Field Service Lightning and click Save.Īfter Field Service Lightning is enabled, install the Field Service Lightning managed package to gain access to the dispatcher console, scheduling tools, a range of custom objects.From Setup, enter Field Service Settings in the Quick Find box, then select Field Service Settings.Enable & Installing Field Service Lightning: 1)FSL Admin:Īdmin will do all configuration settings like enable Field Service Lightning, Install the Field Service Lightning Managed Package and sets up user permission sets to different users as needed for our org. The FSL Technician (Resource) receive work orders and appointments and also update the status of their appointments and closes them in the Field Service mobile app. The FSL Dispatcher assigns technicians to the work orders and appointments and schedule appointments based on skills and routing policy. The FSL Agent handles cases and creates work orders and books appointments with customer. The FSL Admin configures Field Service Lightning and assign required permissions to various users. Setup and Working of Field Service Lightning:įield Service Players (Users) fall into the following categories: The Field Service Mobile App works offline, so technicians can complete their work even with limited or no network connectivity. Through Managed Package we can gain access to the dispatcher console, scheduling tools, a range of custom objects. App users can update work orders and close the work orders.Īfter enabled Field Service Lightning the Core Features are ready for configuring.Captures electronic signatures for work orders or service reports.Dispatch Supervisors the ability to view and manage work from either Gantt chart or map view.Schedule work orders for customers based on the customer preference and required skills.Manage Locations, Inventory and customer sites.Set up service territories where the technicians need to work.Create Service Technicians, Dispatchers and Agents and add details about them.Here are some of the things we can do with Field Service Lightning are: With Field Service Lightning, you get the tools that you need to manage work orders, schedule appointments and manage your mobile workforce. App users can update work orders, track parts, gather customer signatures, and connect with dispatchers from their mobile devices. The offline-friendly “ Field Service Lightning” mobile app for iOS and Android makes work a pleasure for technicians in the field. Salesforce FSL product focuses on putting the right mobile employee in the right place, at the right time, to meet or exceed customers’ expectations. Field Service Lightning works with Service Cloud, adding functionality for dispatching, monitoring, and reporting field service representative’s activity. Salesforce has expanded their Service Cloud offerings by adding Field Service Lightning.
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