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!
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Maximizing ROI from Salesforce Field Service Optimization
Author: Simon Kuntz Summary: Discover techniques to maximize ROI from Salesforce Field Service optimization. This article provides insights into process optimization, resource allocation, and leveraging analytics for better outcomes. Read the full article below! Maximizing ROI from Salesforce Field Service Optimization
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Territory Sizing and Architecture
Author: Simon Kuntz Summary: This article explores the considerations for defining territories in Salesforce Field Service. It discusses the benefits and drawbacks of smaller versus larger territories, including factors like resource availability, dispatching processes, optimization limits, record access, and timezones. The goal is to find the optimal balance to enhance scheduling, resource management, and service…
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Geocoding and Routing in Salesforce Field Service
Author: Simon Kuntz Summary: This article covers the essentials of geocoding and routing in Salesforce Field Service. It explains the process of converting addresses into geolocation coordinates, which are then used to calculate travel time and distances. The guide provides best practices for ensuring accurate address data and discusses how to handle cases where geolocation…
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Salesforce Field Service – Dispatch Console Custom CSS
Author: Nick Sauer Summary: This article provides a step-by-step guide to customizing the Salesforce Field Service Dispatch Console using CSS. It includes creating a CSS file to style elements like Resource Absences, uploading it as a Static Resource in Salesforce, and applying it through the Field Service Settings app to enhance readability and layout in…
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Salesforce Field Service – Dispatch Console Custom JavaScript
Author: Nick Sauer Summary: This article explains how to enhance the Salesforce Field Service Dispatch Console using custom JavaScript. It provides a guide to creating a custom action that communicates with the Dispatch Console, demonstrating how to pass data and perform actions such as automated searches. The tutorial includes steps for setting up a Visualforce…
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Salesforce Field Service – Appointment Bundling Setup
Author: Nick Sauer Summary: This article details the process of setting up appointment bundling in Salesforce Field Service. It covers enabling the bundling feature, assigning necessary permissions, configuring custom permissions, and managing the Remote Site Settings. It also provides a step-by-step guide to manually bundle service appointments and schedule them efficiently. Read the full article…
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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…