Tag: Scheduling
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Dynamic Scheduling Policies
A breakdown of how to create a more dynamic assignment of scheduling policy at the appointment level.
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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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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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Launching Headless Flows From the Salesforce Field Service Dispatch Console
Author: Reed Strauss Summary: This guide demonstrates how to add headless flows to the Salesforce Field Service Dispatch Console using a simple APEX class. By implementing an existing Service Appointment controller, the class queries the service appointment ID and starts a flow instance with Flow.Interview. The example provided highlights appointments related to the same parent…
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Assigning Top Salespeople to Top Leads using Salesforce Field Service
Author: Simon Kuntz Summary: This case study discusses how companies can use Salesforce Field Service to match high-priority leads with top-performing salespeople. By configuring numerical fields and custom objects, and applying specific scheduling policies and work rules, businesses can ensure that highly skilled sales resources are prioritized for important deals while conserving their capacity. The…
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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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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…