Salesforce Field Service
eBook - ePub

Salesforce Field Service

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

  1. English
  2. ePUB (mobile friendly)
  3. Available on iOS & Android
eBook - ePub

Salesforce Field Service

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

Book details
Table of contents
Citations

About This Book

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 schedulingand 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.

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Yes, you can access Salesforce Field Service by Saiteja Chatrati in PDF and/or ePUB format, as well as other popular books in Business & Information Management. We have over one million books available in our catalogue for you to explore.

Information

Publisher
Apress
Year
2023
ISBN
9781484295175
Topic
Business
Subtopic
Information Management
Index
Business

Table of contents

  1. Cover
  2. Front Matter
  3. 1. Introducing Salesforce Field Service
  4. 2. Salesforce Field Service Objects and Data Model
  5. 3. Step-by-Step Field Service Implementation
  6. 4. Scheduling and Optimization
  7. 5. Managing Field Service Capabilities
  8. 6. Inventory Management
  9. 7. Extending Field Service to Mobile Devices
  10. 8. Field Service Deployment, Testing, and Analytics
  11. Back Matter