Field service lightning

About Field service lightning

Salesforce Field Service is an extension of Service Cloud that provides a comprehensive view of workforce management.

Salesforce Field Service Lightning is a cloud-based platform for customer service and operations that aids companies in managing their field service operations and mobile workforce. Field Service Lightning also provides analytics and reporting capabilities to help businesses optimize their operations and customer service.

Field Service Lightning is built on Service Cloud, the world’s #1 customer service platform.

Track service delivered in the field with the dispatcher console. You can easily customize your view to a map or a Gantt chart and see real-time alerts for jobs that need attention. Also, get insight into complex assets with a multi-tiered asset hierarchy.

To ensure that the appropriate mobile worker is assigned to the appropriate job, schedule truth-based service appointments and optimize jobs. Work orders can be integrated with both standard and custom objects using the Salesforce Platform.

With the Field Service Lightning mobile app, mobile workers and contractors can generate service reports from any mobile device, regardless of connectivity, view and update van stock or inventory, access knowledge articles, and share job updates.

With the help of Field Service Analytics, you can combine all of your service data into a single, user-friendly application. To resolve cases more quickly and provide a connected customer experience, dig into key operational data and take appropriate action. To make the most of your mobile workforce and spot trends and issues early.

Field Service Lightning is a Salesforce product that has evolved and continues to do so. Often, functionality is added with each Salesforce release that passes. Salesforce Field Service could be broken down into the following parts:

  • Service Appointments
  • Service Appointments
  • Territory and scheduling
  • Field Service user interface
  • Field Service Mobile App
Service Appointments

The central piece of the field service puzzle Service appointment records combine standard Salesforce Service capabilities, territory, and scheduling (described below).

Service Appointments

Field Service is closely aligned to Service Cloud, sharing the “Work Order” object.

Territory and scheduling

The related objects that facilitate the appointment booking (scheduling & optimization)

Field Service user interface

The Field Service Dispatcher Console.

Field Service Mobile App

(for Android and iOS) – which includes offline capabilities.

Benefits of Salesforce Field Service Lightning

What are the benefits of the Field Service Lightning?

Salesforce FSI provides several benefits for clients through its powerful range of features that help in the monitoring, coordination, and performance acceleration of the mobile workforce. For a streamlined journey, you can hire a Salesforce field service lightning consultant to guide you through the entire process and help you get the most out of your FSL Org.

  • Seamless Integration and Management of Work Orders
  • Make Smarter Decisions Faster
  • Assign Jobs Smartly Based on Availability and Skills
  • Enhances Employee Efficiency and Productivity
  • Leverage AI to Increase First-time Fix Rate
  • Improved Inventory Management
  • Organize Job from any Mobile Device
  • Create a Great Customer Experience