Salesforce field service is one of the services of Salesforce that allows field managers, technicians, and professionals to track and operate their work properly. And Salesforce field service has three parts that help its user to reach their goal and easily complete task.
In this blog, we’ve discussed the three parts of the Salesforce field service.
Table of Contents
What are the three parts of the Salesforce field service?
Here we discussed the three parts behind Salesforce field service’s tasks for you. You’ll know how these three contribute together and their contributions individually.
Core field service
Core field service comes with many benefits for you. After you enable the service, it will cover the below actions or operations.
- Users can set skill sets, operating hours, and standard appointment requirements that match your organization.
- This part allows the admins and agents to enable the Salesforce app. And that’s how mobile access is attainable to the mobile workforce you manage.
- You will be able to trail and spot your van stock and other inventories. It also detects the need of your workforce during their stay at the customer site.
- The core field service also allows the facility to report and analyze the data in the field service.
- Last but not least, through its features, your agents can plan, execute and track your whole work from the beginning to ending, covering everything- installation, repair, and maintenance.
Enabling field service turns on geocoding, which supports the managed field service package we will discuss next.
Field service managed package
- Your organization has its scheduling policies. Needless to say, you must optimize them whenever you are in action. In that case, the field service managed package helps you do so.
- The user can have a general idea of appointment lists, resource availability charts, scheduling actions, dispatcher console’s interactive maps, etc.
- With the package, the dispatchers can integrate and maintain global actions, scheduling policies, sharing tools and optimize the rules along with the administration map.
Field service mobile app
Before it’s about the feature or benefits, there is good news for you! The field service mobile app is workable even without web access.
This app is free on both Google Play and the app store. Here are some of the several uses of this app.
- Viewing appointment schedule.
- Using the data in Salesforce to check work orders, reach contacts, and verify their information.
- The app also allows creating and editing work records and making follow-up appointments.
- Through the Chatter, every worker can collaborate with the others who have this app. The team includes dispatchers and managers as well.
- Push notifications to track the updates.
- Tracking van stock and other inventories used for completing works.
You can get these benefits as all three parts are in action. And that makes your field service management solution viable. One thing to remind you, without any one of the three parts, a successful management solution cannot be guaranteed.
Visible results of using Salesforce field service
- The management team can explore the data to spot the direction whenever they need it and use them to improve operational processes.
- It gives customers a remarkably better experience resulting from a 48% faster case resolution time.
- Dispatchers can enroll the right and fit technicians with the proper skills and tools to complete particular jobs.
- The field technicians get real-time data and know their work and the tools to complete them.
All of these points show that the efficient technology in Salesforce manages the user’s logistics appropriately, which helps to serve the best experiences for the clients.
Last words
You must have understood how these three parts are essential and inevitable for your salesforce field service. Well, the best part is always in using and implementing the features individually of a service.
So, we suggest you check out how efficiently you can use your Salesforce service and watch yourself live the comprehensive management competency. The three parts of Salesforce field service will be the focal point again.