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.
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
The central piece of the field service puzzle Service appointment records combine standard Salesforce Service capabilities, territory, and scheduling (described below).
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
Field Service Lightning makes it easier to create and manage work orders and ensures that they are seamlessly integrated across cases, accounts, contacts, and other important elements. The work can be quickly viewed and managed from a Gantt chart or map view. It also gives you access to knowledge articles and allows you to track SLA compliance to make things simpler.
Assign Jobs Smartly Based on Availability and Skills
It is equipped with strong capabilities like crew tracking, smart scheduling, equipment tracking, and tool tracking. Using smart task scheduling, one first evaluates the location, availability, and skills of the tasks and then allocates them to the most appropriate employees to ensure the best possible outcome without latencies or discrepancies.
Leverage AI to Increase First-time Fix Rate
With the help of Einstein’s vision, the tool enables mobile employees to quickly recognize different parts and assets in the images that streamline things for them. With the advanced image classification capabilities, it becomes much easier to describe the relevant steps that technicians should take for enhancing work quality and minimizing turnaround time.
Organize Job from any Mobile Device
The SFDC field service lighting empowers you to greatly improve the first visit resolution and provide enterprise-grade mobile solutions with reliable job schedule delivery based on specific criteria. It gives your mobile manpower easy access to the entire onsite management system, multiplying their output capabilities.
Make Smarter Decisions Faster
The app significantly improves decision-making capabilities by providing you with powerful analytics features. These features provide dispatchers and managers instant access to the KPIs and performance status for different operations. Giving them foresight into possible issues also empowers them to move data from different platforms and take proactive actions to resolve the issues before they turn into problems and complaints.
Enhances Employee Efficiency and Productivity
This platform efficiently manages the assets, contacts, and salesforce cases data. It accounts for the work orders, which helps offer fully personalized services to the clients and allows the technicians to make maximum use of the field time. With the help of optimized scheduling, the employees’ flexibility is positively increased, which interprets better performance delivery. It provides you with easy technical options to customize the work orders. With its accurate job schedule distribution features, you can have greater control over productivity.
Improved Inventory Management
The salesforce field service lightning inventory management system facilitates real-time products/components monitoring and makes the data accessible to every user regardless of location. It streamlines the real-time inventory listing process to ensure effective business asset management.