Salesforce Field Service

A Beginner's Guide to Creating, Managing, and Automating Field Service
1. Auflage 2023
ISBN: 978-1-4842-9516-8
Verlag: Apress

Buch, Englisch, 267 Seiten, Format (B × H): 155 mm x 235 mm, Gewicht: 435 g

Salesforce Field Service (formerly Field Service Lightning) connects customers, workforce, and products on a single platform to deliver exceptional on-site services. This book guides Field Service enthusiasts in creating, managing, and automating support with use cases and real-time examples.

You will learn Salesforce Field Service which will help you better manage your customers, internal users, and field technicians. As you advance, you’ll learn the whole end-to-end life cycle of creating work orders, associating service appointments to work orders, scheduling and dispatching service appointments to field technicians, and completing the work orders.

By the end of this book, you’ll be able to implement, test and deploy Salesforce Field Service for both Desktop and Mobile apps.

What you’ll learn

·       Basics of Field Service

·       Field Service objects and data model

·       Field Service scheduling and optimization

·       Configuring Salesforce Field Service

·       Managing Salesforce Field Service capabilities

·       Configuring and using the Field Service Mobile App

·       Deploying and testing Salesforce Field Service

·       Salesforce Field Service KPIs and Reporting

Who This Book Is for

This book is for Salesforce admins, developers, and consultants who are looking to learn and implement Salesforce Field Service.  A basic understanding of Salesforce is assumed. Coding or programming experience is not required.

Zielgruppe

Professional/practitioner

Autoren/Hrsg.

Chatrati, Saiteja

Fachgebiete

• Mathematik | Informatik EDV | Informatik Angewandte Informatik Wirtschaftsinformatik
• Wirtschaftswissenschaften Betriebswirtschaft Wirtschaftsinformatik, SAP, IT-Management
• Mathematik | Informatik EDV | Informatik Computerkommunikation & -vernetzung

Inhaltsverzeichnis

Chapter 1: Intro to Salesforce Field Service

·       Basics of Field Service and Field Service Life Cycle

·       Field Service Personas, Objects and Data Model

·       Common Field Service Terminology

·       How Salesforce can help build Field Service and understanding Salesforce Licenses

Chapter 2: Step by Step Field Service Implementation

·       Installing Field Service Managed App Exchange Package

·       Using Field Service Guided Setup

·       Using Dispatcher Console for dispatching Service Appointments

Chapter 3: Extending Field Service to Mobile

·       Configuring Field Service Mobile App

·       How Field Technicians use Mobile App

Chapter 4: Reporting in Field Service

·       Configure Reports and Dashboards to understand Field Service performance

Chapter 5: Cracking Salesforce Field Service Lightning Certification

·       Understanding exam outline, key tips and strategies

Über Autor(innen)

Saiteja Chatrati is a 6X certified Salesforce consultant currently working with Slalom LLC, a platinum Salesforce partner based in Silicon Valley helping her clients reach their Salesforce goals. She holds six active Salesforce certifications including: Salesforce Field Service Lightning, Salesforce Service Cloud Consultant, Salesforce Data Architect, Salesforce Platform App Builder, Salesforce Platform Developer 1, and Salesforce Administrator. She specializes in Salesforce Architecting, Solution Designing, Project Management, Business Analysis, Quality Assurance and Testing. As an Ranger Salesforce Trailhead member, Saiteja has many badges and super badges. Saiteja is also a certified Scrum Master (CSM) with sound knowledge of SCRUM framework and Agile principles.

Saiteja has spent several years within the Salesforce ecosystem. Being in the consulting space, she got the opportunity to design complex end to end implementations for fortune 500 organizations as well as startups. Her expertise includes architecting, solution designing, product management, business analysis and quality assurance.
You can learn more about her by visiting her LinkedIn page at https://www.linkedin.com/in/chatrati/