What is Field Service settings in Salesforce?
The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. Field Service mobile users need the Field Service Mobile user license to access the app. From Setup, in the Quick Find box, enter Field Service , and then select Field Service Settings.
How do you implement field services in Salesforce?
Set Up Field Service
- Enable Field Service.
- Install the Field Service Managed Package.
- Manage Field Service Permissions.
- Set Up Service Territories, Operating Hours, and Shifts for Field Service.
- Set Up Work Order Management for Field Service.
- Set Up Your Field Service Workforce.
- Set Up Your Field Service Inventory.
Is Salesforce field service free?
Salesforce Field Service pricing starts at $25.00 per user, per month. They do not have a free version. Salesforce Field Service offers a free trial.
How do I enable service resources in Salesforce?
Create Service Resources for Agents
- Open the Service Resources tab.
- Click New.
- For Name, enter the name of the agent.
- Select the Active checkbox. A service resource must be active to receive work items.
- For User, use the lookup icon to select the agent.
- For Resource Type, select Agent.
- Click Save.
What is field service management software?
FSM software is a technological solution designed to help field service managers take control of all the moving parts by automating certain tasks, while providing remote access to the office, real-time updates, and customer insights, and many other tools.
What is Field Service lightning?
Field Service Lightning (FSL), as you might know, is a Salesforce product that connects customers, workforce and products on a single platform to deliver exceptional on-site services. It also provides customer support team a chance to intelligently delegate work to Field Service technicians and monitor them constantly.
How do I use field service lightning in Salesforce?
Installing and Setting up FSL
- Enable Field Service Lightning from Setup.
- Install Field Service Lightning Managed Package app from AppExchange ( Note – Package cannot be installed without enabling FSL in the Setup)
- You will have two Apps installed after these steps – Field Service Admin. Field Service.
Is Salesforce field service part of Service Cloud?
Salesforce Field Service is an extension of Service Cloud that provides a comprehensive view of workforce management.
Is Salesforce field service part of service Cloud?
What is Salesforce Field Service Plus?
Field Service Plus Get the field service bundle that combines both Technician/Mobile Employee and Dispatcher along with all Service Cloud and Sales Cloud functionality. Work Orders. Book Appointments. Asset, Inventory and Product Tracking. Mobile App Available on Android and iOS.
Where is service resource in salesforce?
Click Go to Guided Setup | Create Service Resources and follow the guidance to update or create service resources. From the Service Resources tab, click New. Select a user and enter a resource name—typically, the user’s name. If the resource represents an individual user, select the user in the User field.
How do I enable service appointment object in Salesforce?
In Setup, go to Object Manager, enter Service Appointment in the Quick Find box, and click Service Appointment. From Fields & Relationships, select Appointment Type. In the Default Appointment Type Picklist Values section, click New. Enter your appointment types and save your changes.
How do I set up field service?
From Setup, enter field service in the Quick Find box, then select Field Service Settings. Click the toggle to enable Field Service. After Field Service is enabled, adjust the settings.
How do I enable field service notifications?
Click the toggle to enable Field Service. After Field Service is enabled, adjust the settings. Since you want your workforce to stay informed about the work they’re assigned to do, under Notifications, select Enable notifications. Under Auto-Created Service Appointments, set the Days After Created Date to 3.
How do I enable field service lightning in Salesforce?
From Setup, enter Field Service in the Quick Find box, then select Field Service Settings. Click the toggle to enable Field Service Lightning. Once Field Service Lightning is enabled, adjust the settings.
How do I download the field service mobile app?
Step 1: Download the Field Service Mobile app on a phone or tablet Download Field Service Mobilefrom the Windows, Apple, or Google Play app stores, or visit the following links. Field Service Mobilerequires Field Service versions 7.5.5and 8.2+. Download for Windows Download for iOS (Apple) Download for Android