Category: Guides and Recipes
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Set Territories Using Polygons and Additional Logic (Geography & Business Unit)
Author: Simon Kuntz Summary: This article discusses a method for assigning service territories in Salesforce Field Service using polygons and additional logic. It addresses the limitation of the built-in feature that supports only single territory returns and presents a solution for organizations with overlapping territories. The solution involves creating an Apex trigger and class to…
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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…
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Create Batches of Appointments with Service Appointment Generator
Authors: Leigh-Anne Nugent and Chris Albanese Summary: This article provides a comprehensive guide to using the Service Appointment Generator for Salesforce Field Service. It details the business requirements, general capabilities, principles, and phase 1 features for creating and managing batches of service appointments. The guide includes steps for installation, data model setup, and automation processes,…
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Use Salesforce Scheduler and Visual Remote Assistant to Provide Virtual Meetings
Author: Chris Albanese Summary: This article details how to use Salesforce Scheduler and Visual Remote Assistant (VRA) to facilitate virtual meetings. It includes steps for setting up VRA scheduling, configuring custom notifications, and creating flows for managing session lobby invites. The guide aims to enhance customer experience by integrating video chat capabilities into appointment scheduling,…
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Use Flow with Salesforce ‘Pay Now’ to Collect Payments Anywhere on Salesforce
Author: Justin Condren Summary: This article discusses the new Salesforce ‘Pay Now’ product, which allows users to generate payment links and embed them in various Salesforce objects. It explains how to use Flow to integrate Pay Now into workflows, enabling seamless payment collection without a full commerce storefront. The guide includes a demonstration of embedding…