Field Service Lightning is an extension of Salesforce Service Cloud and it is designed to streamline field service operations for teams working remotely. It offers tools for managing orders, creating roadmaps, checking product availability, scheduling, and more, empowering organizations to efficiently oversee their field service.
What is Salesforce Field Service Lightning?
FSL includes two key components which are Work Order and Service Appointment. The Work Order encompasses the material aspects of fieldwork, detailing the nature of the task, required products, necessary skills, and how overseas chinese help the business in australia other relevant information. On the other hand, the Service Appointment handles the organizational aspects, including scheduling parameters such as start and end times, as well as the assignment of individuals.
Managing the organizational side of field operations is a significant component of FSL, as it involves coordinating the schedules of numerous field workers. Matching field workers with appointments involves assessing various criteria, such as skill compatibility, availability, and travel time to the client’s location. FSL automates this process, allowing agents to focus simply on gathering customer information, confirming appointments, and assigning tasks to field workers.
Moreover, FSL provides an option for customers to self-book field work, eliminating the need for direct interaction with agents. This feature enhances efficiency by empowering customers to schedule appointments independently.