Tag: Bundling

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…

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…