Tag: Solution Design
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Holding Locations for Inventory
Configuring Holding Locations in Field Service to ensure accurate Inventory Levels are reflected.
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Multi-Select picklists + SFS Mobile
Learning how to work with Multi-Select Picklists within the Field Service Mobile Application.
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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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Modify Resource Absences on the Gantt
As the name suggests, this is one way to use flow to help modify Resource Absences directly from the Gantt.
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Salesforce Specialty Contractor Field Service Webinar
A recording of a Field Service Demo and Discussion (DnD) which focuses on one way to implement contractors / external workers into your field ops. If you find this video useful, consider signing up for future DnDs. https://salesforce.vidyard.com/watch/TU6CJF7uBjy1YZAgZce4oV?
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Read Only Dispatcher Console
This video describes how you can set up a user to be a “Read Only” user in the Dispatcher Console. A “Read Only” user has access to view the gantt, Service Appointment, Service Resource, etc details, however, does not have access to edit objects or change the schedule. Having a “Read Only” user is beneficial…