đź’ˇ We are actively expanding this list. Have a link to a post / guide we should highlight? Submit your request here.-
Work Capacity Product Demo
Have you been looking for a solution to limit the amount of work you’re offering or scheduling in Field Service in order to reserve capacity of your workforce for other work, or future dates? We know how common and critical this need is, which is why we developed our new Work Capacity feature, now available…
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Salesforce Field Service – Release Readiness LIVE, Spring ’21
Our Field Service product team will be in the studio to show us what’s new in Spring ’21
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Field Service – Release Readiness LIVE, Summer ’20
Our Field Service product team will be in the studio to show us what’s new in Summer ’20 to help you empower your mobile workers, improve Field Service operations and delight your customers with connected service.
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Service Crews (Series), February 2020
https://sfsofficehours.hubs.vidyard.com/watch/uokzV8PtJH5WXz3357fEGj
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Dispatcher Console (Series), August 2020
https://salesforce.vidyard.com/watch/EzCEFvPvmBgCSMUEoqRMKC
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Improving Field Service (Scheduling) Performance, December 2021
In this 60 minute video you’re guaranteed to learn a ton! https://sfsofficehours.hubs.vidyard.com/watch/DHdqQpWmtULQTXESRRCoaT
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Holding Locations for Inventory
Configuring Holding Locations in Field Service to ensure accurate Inventory Levels are reflected.
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Multi-Select picklists + SFS Mobile
Learning how to work with Multi-Select Picklists within the Field Service Mobile Application.
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Dynamic Scheduling Policies
A breakdown of how to create a more dynamic assignment of scheduling policy at the appointment level.
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Territory Assignment by Proximity
A dynamic way of assigning territories to your work orders and appointments.
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Creating Fixed Routes
Sometimes you want to assign the same route again, and again. Here is a way to do that.