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1. #LIGHTNING SCHEDULER RESOURCES INSTALL#
2. #LIGHTNING SCHEDULER RESOURCES UPDATE#
3. #LIGHTNING SCHEDULER RESOURCES ANDROID#

#LIGHTNING SCHEDULER RESOURCES INSTALL#

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.

#LIGHTNING SCHEDULER RESOURCES UPDATE#

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.

#LIGHTNING SCHEDULER RESOURCES ANDROID#

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. Inbound Scheduling can be embed on your company’s website or through a Salesforce Community portal.Salesforce has expanded their Service Cloud offerings by adding Field Service Lightning. Customers can directly set up appointments with any sales rep at the time that best fits their schedule – in a place of their choice. With Lightning Scheduler’s most recent release, Inbound scheduling was included to give customers the tools to book their own appointments through the Scheduler. Schedule customer appointments, and add details about required attendees.Īssign the relevant permissions and set up service resources and territories. Search for employees with the right skills for an appointment, including certifications and areas of expertise. Here are some of the exciting features that come with Lightning Scheduler:Ĭreate Salesforce records that reflect your employees, and add details about their skills, what locations they cover, and their availability.ĭefine office locations and hours of operation.Ĭreate appointment topics, such as new account opening or a specific service request.