Category: Guides and Recipes
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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…
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Salesforce Field Service – Appointment Booking & Operating Hours
Author: Stephen Hupp Summary: This article addresses frequently asked questions about managing operating hours and appointment booking in Salesforce Field Service. It provides a step-by-step guide to creating operating hours records, setting up appointment booking logic, and configuring service territories to avoid performance issues. The recommended best practice is to use separate operating hours records…
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Run Flows From The Field Service Dispatch Console (In Lightning Runtime)
Author: Reed Strauss Summary: This guide demonstrates how to launch screen flows from the Salesforce Field Service Dispatch Console in Lightning Runtime. It details the creation of a multi-select lightning out app and Visualforce page to run flows, enabling actions such as managing resource absences and adding appointment dependencies. The article provides step-by-step instructions for…
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Introducing GeoSwarming: A New Dimension in Your Field Communications
Author: Reed Strauss Summary: GeoSwarming enhances field communications by connecting technicians based on location data. This method allows field resources to create “swarms” for assistance, collaboration, or emergency coordination. The article details the architecture involving Salesforce Field Service, Slack, and Salesforce Flows to implement GeoSwarming. By creating a request record, the system locates nearby resources,…
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Open Field Service Dispatcher Console with specific Gantt Filter
Author: Martin Krchnak Summary: This article provides a method to open the Salesforce Field Service Dispatcher Console with a specific Gantt filter. It includes creating a custom button on the Work Order object that triggers a screen flow. The flow sets up a custom Gantt filter and updates user settings to display only the relevant…
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Launching Headless Flows From the Salesforce Field Service Dispatch Console
Author: Reed Strauss Summary: This guide demonstrates how to add headless flows to the Salesforce Field Service Dispatch Console using a simple APEX class. By implementing an existing Service Appointment controller, the class queries the service appointment ID and starts a flow instance with Flow.Interview. The example provided highlights appointments related to the same parent…
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Add Image to Salesforce’s FSL Service Report
Author: Deepak A Summary: This guide explains how to add dynamic images, such as barcodes or QR codes, to Salesforce Field Service Lightning (FSL) service reports. It details the steps to create custom fields and use the IMAGE function within formula fields to display these images. The article provides a comprehensive walkthrough for configuring the…
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How do you configure Field Service on Scratch Org and get it to work on the Salesforce Field Service mobile app?
Author: Kevan Moothien Summary: This guide provides a step-by-step process to configure Salesforce Field Service in a Scratch Org, especially for mobile users. It includes enabling Field Service, installing the managed package, managing permissions, creating service territories and resources, and setting up work orders and service appointments. The guide ensures users can log in and…
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Assigning Top Salespeople to Top Leads using Salesforce Field Service
Author: Simon Kuntz Summary: This case study discusses how companies can use Salesforce Field Service to match high-priority leads with top-performing salespeople. By configuring numerical fields and custom objects, and applying specific scheduling policies and work rules, businesses can ensure that highly skilled sales resources are prioritized for important deals while conserving their capacity. The…
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Enable Self-Scheduling with Field Service
Author: David Fromstein Summary: This article provides a guide to enabling self-service scheduling in Salesforce Field Service using a Flow package. It explains the setup process, including creating a screen Flow for booking appointments, configuring the necessary components, and using invocable Apex actions to schedule appointments. The guide is designed to help administrators embed self-service…