Salesforce Field Service
QuickStart Implementations get you up and running fast so you can start seeing the rewards of your investment.
🕜 Total hour:
150
📅 Timeframe:
9 weeks
Salesforce Field Service
Benefits:
- Field Service enablement
- Efficient resource scheduling
- Streamlined work order management
- Optimal workforce deployment
- Mobile app empowerment
Industries:
- Manufacturing
- Retail
- Professional Services
- Consumer Goods
- High Tech
- Healthcare & Life Sciences
Discovery and Design
🕜Time: 20h
- Discovery Interviews
- Solution Design
Development and Configuration
🕜Time: 100h
- Enable Field Service to optimize operations
- Tailor user permissions for data security
- Design a user-friendly interface
- Define service territories, operating hours, and shifts
- Configure Work Orders and Plans for better management
- Automate service appointment lifecycle for timely delivery
- Set up and manage workforce resources efficiently
- Configure the Mobile App for real-time access to critical data
- Leverage reporting and analytics for performance insights
Adoption
🕜Time: 10h
- Admin training
- User training
Data Import
🕜Time: 10h
- By the end of this phase, all cases will be successfully uploaded and validated in your new system.
Post-Go-Live
🕜Time: 10h
- Hypercare
Salesforce Field Packages
Advanced Scheduling and Optimization
- Customize work rules to match business requirements
- Set clear scheduling goals to drive performance
- Configure resource and service types for diverse needs
- Optimize scheduling on a territory basis to minimize travel time
🕜 Time: 20h
Maintenance Work Rules
- Optimize resource allocation for maintenance work
- Manage schedules to ensure timely servicing
🕜 Time: 20h
Crew Management
- Create and manage service crews for assignments
- Manage crews per territory for efficient operations
🕜 Time: 16h
Portal for Field Service External Contractors (* additional licenses required)
- Establish a portal for contractors with essential resources.
- Customize user access permissions for data security
- Set up service resources for contractors
🕜 Time: 36h
Field Service Inventory (Inventory Locations, Product Items)
- Configure inventory management tasks for efficient handling
- Establish required inventory items for field service
- Set up inventory request processes for timely replenishment
- Define inventory locations for effective organization
- Implement consumption tracking to monitor usage and needs
🕜 Time: 36h
Field Service Appointment Bundling
- Configure field service bundles for streamlined scheduling and resource allocation
- Define bundle members for coordinated task execution
🕜 Time: 20h
Appointment Assistant Managed Package (1 additional license required, 25$ user/month)
- Enable real-time location tracking for appointments
- Establish a customer portal for self-service options
- Set up contactless signature capabilities
- Configure surveys for customer feedback
🕜 Time: 30h
