Saiteja Chatrati
Salesforce Field Service: A Beginner's Guide to Creating, Managing, and Automating Field Service
Salesforce Field Service: A Beginner's Guide to Creating, Managing, and Automating Field Service
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- More about Salesforce Field Service: A Beginner's Guide to Creating, Managing, and Automating Field Service
Salesforce Field Service 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.
Format: Paperback / softback
Length: 267 pages
Publication date: 11 November 2023
Publisher: APress
Salesforce Field Service, formerly known as Field Service Lightning, is a powerful platform that seamlessly connects customers, workforce, and products to deliver exceptional on-site services. This comprehensive book is designed to guide Field Service enthusiasts, from beginners to advanced users, in creating, managing, and automating support using real-life use cases and practical examples.
In this book, you will delve into the world of Salesforce Field Service, gaining valuable insights and skills to better manage your customers, internal users, and field technicians. As you progress, you will learn the entire 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 work orders.
By the end of this book, you will have the knowledge and expertise to implement, test, and deploy Salesforce Field Service for both Desktop and Mobile apps. You will cover essential topics such as:
Basics of Field Service: Gain a solid understanding of Field Service concepts, objects, and data model.
Field Service Scheduling and Optimization: Learn how to optimize your Field Service operations for efficiency and productivity.
Configuring Salesforce Field Service: Learn how to set up and configure Salesforce Field Service to meet your specific business needs.
Managing Salesforce Field Service Capabilities: Explore the various capabilities of Salesforce Field Service and how to effectively manage them.
Configuring and Using the Field Service Mobile App: Discover how to configure and use the Field Service Mobile App to enhance field technician productivity.
Deploying and Testing Salesforce Field Service: Learn the best practices for deploying and testing Salesforce Field Service to ensure seamless integration and functionality.
Salesforce Field Service KPIs and Reporting: Understand how to measure and analyze Salesforce Field Service performance using KPIs and reporting.
Who This Book Is for: This book is tailored for Salesforce admins, developers, and consultants who are eager to learn and implement Salesforce Field Service. While a basic understanding of Salesforce is assumed, coding or programming experience is not required.
Whether you are a Field Service manager, technician, or business owner looking to streamline your operations and enhance customer satisfaction, this book will provide you with the tools and knowledge you need to succeed in the field. So, why wait? Start your journey to Salesforce Field Service excellence today!
Weight: 444g
Dimension: 154 x 234 x 20 (mm)
ISBN-13: 9781484295168
Edition number: 1st ed.
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