Saiteja Chatrati

Salesforce Field Service: A Beginner’s Guide to Creating, Managing, and Automating Field Service Saiteja Chatrati 1st edition

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'll start by learning concepts of Field Service and how Salesforce can help you build a Customer Relationship Management (CRM) for 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, dispatching service appointments to field technicians, and completing the work orders.



By the end of this book, you'll be able to implement Salesforce Field Service using both Desktop and Mobile apps. Full of tips and tricks, it also includes tips and tricks to crack the Salesforce Field Service Certification.



What you'll learn



* 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 understand Salesforce Licenses



* How to install Field Service Managed App Exchange Package



* How to use Field Service Guided Setup



* How to configure Field Service Mobile App



* How Field Technicians use Mobile App



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.
show more