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

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.

Saiteja Chatrati is a 6X certified Salesforce consultant currently working with Slalom LLC, a platinum Salesforce partner based in Silicon Valley helping her clients reach their Salesforce goals. She holds six active Salesforce certifications including: Salesforce Field Service Lightning, Salesforce Service Cloud Consultant, Salesforce Data Architect, Salesforce Platform App Builder, Salesforce Platform Developer 1, and  Salesforce Administrator. She specializes in Salesforce Architecting, Solution Designing, Project Management, Business Analysis, Quality Assurance and Testing. As an Ranger Salesforce Trailhead member, Saiteja has many badges and super badges. Saiteja is also a certified Scrum Master (CSM) with sound knowledge of SCRUM framework and Agile principles.