Author: Admin
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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.
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Scheduling Virtual Appointments
Not all appointments require travel – this is one way of scheduling virtual appointments.
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Modify Resource Absences on the Gantt
As the name suggests, this is one way to use flow to help modify Resource Absences directly from the Gantt.
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Salesforce Specialty Contractor Field Service Webinar
A recording of a Field Service Demo and Discussion (DnD) which focuses on one way to implement contractors / external workers into your field ops. If you find this video useful, consider signing up for future DnDs. https://salesforce.vidyard.com/watch/TU6CJF7uBjy1YZAgZce4oV?
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Field Service Excellence in the AEC Industry
A recording of the AEC demo and discussion (DnD). This is a great video if you want to see how SFS can work for this specific industry. If you find this video useful, consider signing up for future DnDs. https://salesforce.vidyard.com/watch/vCeBC8biR7JizVv8crtsQx?
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Appointment Bundler Series
This is a 3 part series on configuring and using the Appointment Bundler, GA in Spring ’22 (236). Watch the full video below! https://sfsofficehours.hubs.vidyard.com/watch/g9Vg2eFBxF78HYWWXdKcPD
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Modeling Availability and Scheduling Across Timezones
Agenda for Pt. 1: Availability and Operating Hours Use CasesAgenda for Pt. 2: Scheduling and Modeling Resource Availability Across Timezones View the video below! https://sfsofficehours.hubs.vidyard.com/watch/fEsEkeT2pL19JoPTUEry1x
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Read Only Dispatcher Console
This video describes how you can set up a user to be a “Read Only” user in the Dispatcher Console. A “Read Only” user has access to view the gantt, Service Appointment, Service Resource, etc details, however, does not have access to edit objects or change the schedule. Having a “Read Only” user is beneficial…
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Salesforce Field Service and Crew Management
Author: Steve Hupp Summary: This article explains the nuances of Crew Management in Salesforce Field Service. It covers the setup of Service Crews and Crew Members, assigning them to territories, and configuring work types and scheduling rules. It highlights best practices for using minimum and recommended crew size fields, discusses the Crew Resource Availability Work…