Salesforce Field Service

Salesforce Field Service: A Beginner’s Guide to Creating, Managing, and Automating Field Service

eBook Details:

  • Paperback: 280 pages
  • Publisher: WOW! eBook (November 15, 2023)
  • Language: English
  • ISBN-10: 1484295161
  • ISBN-13: 978-1484295168

eBook Description:

Salesforce Field Service: A Beginner’s Guide to Creating, Managing, and Automating Field Service

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.

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

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

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