💡 We are actively expanding this list. Have a link to a post / guide we should highlight? Submit your request here.-
Present a Map with Markers in Flow
Author: Nick Sauer Summary: This guide details the integration of the multiMapFSC component, an LWC upgrade for presenting a map in Salesforce Flow. It covers setting up input data, configuring map markers based on addresses or coordinates, and implementing the map component in Flow. The tutorial includes a practical example, parameters for map configuration, and…
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FSL Mobile Flows – Creating Parent and Child Records
Author: Nick Sauer Summary: This article explains how to create parent and child records within Salesforce Field Service mobile flows. It provides a detailed method for setting up flows to create an Account and related Contacts, or a Product Request and its line items, using sObject variables and queries to link parent and child records.…
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FSL Mobile Flows – Compared to Screen Flows
Author: Nick Sauer Summary: This article compares the capabilities of FSL Mobile Flows with traditional Screen Flows in Salesforce. It highlights key differences such as the lack of support for Lightning Components and conditional displays in FSL Mobile Flows, and the necessity of using DML operations for parent-child relationships. The article also discusses workarounds and…
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Get Started with App Extensions and Deep Linking
Author: Simon Kuntz Summary: This article explains how to use app extensions and deep linking in Salesforce Field Service. It details the setup process for enabling technicians to communicate with customers through the Salesforce FSL Mobile App, using iOS “Shortcuts” for automation. Read the full article below! Get Started with App Extensions and Deep Linking
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Reproducing Gantt KPIs via Custom Report Types
Author: Simon Kuntz Summary: Learn how to reproduce Gantt KPIs using custom report types in Salesforce. This guide provides a step-by-step process for setting up and configuring custom reports for visualizing key performance indicators in a Gantt chart format. Read the full article below! Reproducing Gantt KPIs via Custom Report Types
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Reducing Optimization Runtime
Author: Simon Kuntz Summary: This article discusses strategies to minimize optimization runtime in Salesforce Field Service. It includes tips on configuring settings, optimizing data, and employing best practices to improve system performance. Read the full article below! Reducing Optimization Runtime
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Shift Management and Field Service
Author: Simon Kuntz Summary: Explore the integration of shift management with Salesforce Field Service. This article covers best practices for scheduling shifts, managing resources, and optimizing field service operations. Read the full article below! Shift Management and Field Service
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Maximizing ROI from Salesforce Field Service Optimization
Author: Simon Kuntz Summary: Discover techniques to maximize ROI from Salesforce Field Service optimization. This article provides insights into process optimization, resource allocation, and leveraging analytics for better outcomes. Read the full article below! Maximizing ROI from Salesforce Field Service Optimization
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Territory Sizing and Architecture
Author: Simon Kuntz Summary: This article explores the considerations for defining territories in Salesforce Field Service. It discusses the benefits and drawbacks of smaller versus larger territories, including factors like resource availability, dispatching processes, optimization limits, record access, and timezones. The goal is to find the optimal balance to enhance scheduling, resource management, and service…
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Geocoding and Routing in Salesforce Field Service
Author: Simon Kuntz Summary: This article covers the essentials of geocoding and routing in Salesforce Field Service. It explains the process of converting addresses into geolocation coordinates, which are then used to calculate travel time and distances. The guide provides best practices for ensuring accurate address data and discusses how to handle cases where geolocation…
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Salesforce Field Service – Dispatch Console Custom CSS
Author: Nick Sauer Summary: This article provides a step-by-step guide to customizing the Salesforce Field Service Dispatch Console using CSS. It includes creating a CSS file to style elements like Resource Absences, uploading it as a Static Resource in Salesforce, and applying it through the Field Service Settings app to enhance readability and layout in…
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Salesforce Field Service – Dispatch Console Custom JavaScript
Author: Nick Sauer Summary: This article explains how to enhance the Salesforce Field Service Dispatch Console using custom JavaScript. It provides a guide to creating a custom action that communicates with the Dispatch Console, demonstrating how to pass data and perform actions such as automated searches. The tutorial includes steps for setting up a Visualforce…