Category: Video
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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…