Here are some helpful guides. We’re always on the hunt for the best SFS guides and recipes. Know of any that we should feature? Let us know here!
-
FSL Mobile Flows – Other Tips and Tricks
Author: Nick Sauer Summary: This article shares various tips and tricks for optimizing Salesforce Field Service Lightning (FSL) mobile flows. It includes advice on creating helpful fields for record tracking, using formula fields for better display, documenting changes, and managing error handling to enhance user experience and performance. Read the full article below! FSL Mobile…
-
Appointment Bundling Deep Dive Series
Author: Nick Sauer Summary: This deep dive series explores the intricacies of appointment bundling in Salesforce Field Service. It covers the configuration steps, best practices, and use cases for appointment bundling, which allows multiple service appointments to be scheduled together for efficiency. The series provides detailed instructions on setting up the feature, managing permissions, and…
-
’Unstick’ the Skill Filters on the Dispatch Console
Author: Nick Sauer Summary: This article provides a workaround to prevent the skill filters in the Salesforce Field Service Dispatch Console from being retained between sessions. It explains how to use a record-triggered Flow to clear the skill filters each time the console loads, ensuring users start with no pre-selected filters. The guide includes step-by-step…
-
Max Travel from Home Work Rule
Author: Simon Kuntz Summary: This article explains the “Max Travel from Home Base” work rule in Salesforce Field Service, which limits the distance or travel time a technician can be assigned work from their home base. It provides use cases for both distance and travel time as limit modes, discusses setting appropriate limits based on…
-
Resize Dispatch Console Flows with custom CSS
Author: Nick Sauer Summary: This guide demonstrates how to use custom CSS to resize modals in the Salesforce Field Service Dispatch Console. It covers identifying the relevant CSS classes and IDs, modifying the CSS file to adjust modal dimensions, and applying these changes to enhance the user interface and display more information. Read the full…
-
Present a Map with Markers in Flow
Author: Nick Sauer Summary: This guide details the integration of the multiMapFSC component, an LWC upgrade for presenting a map in Salesforce Flow. It covers setting up input data, configuring map markers based on addresses or coordinates, and implementing the map component in Flow. The tutorial includes a practical example, parameters for map configuration, and…
-
FSL Mobile Flows – Creating Parent and Child Records
Author: Nick Sauer Summary: This article explains how to create parent and child records within Salesforce Field Service mobile flows. It provides a detailed method for setting up flows to create an Account and related Contacts, or a Product Request and its line items, using sObject variables and queries to link parent and child records.…
-
FSL Mobile Flows – Compared to Screen Flows
Author: Nick Sauer Summary: This article compares the capabilities of FSL Mobile Flows with traditional Screen Flows in Salesforce. It highlights key differences such as the lack of support for Lightning Components and conditional displays in FSL Mobile Flows, and the necessity of using DML operations for parent-child relationships. The article also discusses workarounds and…
-
Get Started with App Extensions and Deep Linking
Author: Simon Kuntz Summary: This article explains how to use app extensions and deep linking in Salesforce Field Service. It details the setup process for enabling technicians to communicate with customers through the Salesforce FSL Mobile App, using iOS “Shortcuts” for automation. Read the full article below! Get Started with App Extensions and Deep Linking
-
Reproducing Gantt KPIs via Custom Report Types
Author: Simon Kuntz Summary: Learn how to reproduce Gantt KPIs using custom report types in Salesforce. This guide provides a step-by-step process for setting up and configuring custom reports for visualizing key performance indicators in a Gantt chart format. Read the full article below! Reproducing Gantt KPIs via Custom Report Types
-
Reducing Optimization Runtime
Author: Simon Kuntz Summary: This article discusses strategies to minimize optimization runtime in Salesforce Field Service. It includes tips on configuring settings, optimizing data, and employing best practices to improve system performance. Read the full article below! Reducing Optimization Runtime
-
Shift Management and Field Service
Author: Simon Kuntz Summary: Explore the integration of shift management with Salesforce Field Service. This article covers best practices for scheduling shifts, managing resources, and optimizing field service operations. Read the full article below! Shift Management and Field Service