Tag: Flow
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Run Flows From The Field Service Dispatch Console (In Lightning Runtime)
Author: Reed Strauss Summary: This guide demonstrates how to launch screen flows from the Salesforce Field Service Dispatch Console in Lightning Runtime. It details the creation of a multi-select lightning out app and Visualforce page to run flows, enabling actions such as managing resource absences and adding appointment dependencies. The article provides step-by-step instructions for…
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Introducing GeoSwarming: A New Dimension in Your Field Communications
Author: Reed Strauss Summary: GeoSwarming enhances field communications by connecting technicians based on location data. This method allows field resources to create “swarms” for assistance, collaboration, or emergency coordination. The article details the architecture involving Salesforce Field Service, Slack, and Salesforce Flows to implement GeoSwarming. By creating a request record, the system locates nearby resources,…
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FSL Mobile Flows – Replacing Lookups
Author: Nick Sauer Summary: This article discusses how to replace unsupported Lightning Component-based elements like the ‘Lookup’ component in FSL Mobile Flows. It provides an alternative approach using text string input for searches, querying the relevant objects, and presenting record choices to users. The guide includes a detailed example of an engineer searching for and…
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FSL Mobile Flows – Adjusted Formulas
Author: Nick Sauer Summary: This article addresses the lack of IF() logic in FSL Mobile Flows by demonstrating alternative methods to handle scenarios typically solved with formulas in Screen Flows. Using an example of setting a ‘Need By Date’ based on the priority of a Product Request, it shows how to create and use formula…
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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…
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’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…
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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…
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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.…
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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…
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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,…