Field Service Lightning of FSL is a highly beneficial tool for people who handle field-level tasks. This field service management system can help companies to schedule services, dispatch and arrange equipment, send workers, and finish projects with customers’ approval faster.
However, you must set it up properly to enjoy the full benefits. In this article, we will go through the 3 straightforward steps in setting up field service lightning for your business.
Steps to Set Up Field Service Lightning
You will need to follow some exact steps to enable field service lightning. Here are 3 easy steps to quickly complete the process.
Step 1: Enabling field service
The first step is to enable field service on the platform. For this, you will need to go to setup and search for Field Service in the quick find box. Once your search results come, you will notice field service. Now, enable field service.
After enabling field service, you have to set auto-created service appointments and sharing. You should note a due date field in the service appointment section. When you enable auto-created service appointments, the due date will be set to a specified number of days.
Mobile users can access service appointments when they select share dispatched service appointments assigned to them. The same users can access work orders for the same service appointments when they select the parent work orders of the share service appointments.
Step 2: Field Service Package installation
Now you will need to install the FSL package. The link to downloading and installing the package is this: https://fsl.secure.force.com/install.
Go to the link and click on install.
You will find two installation options. Depending on the requirements, you can select either production or sandbox installation. Once you select it, you will be directed to the login page.
Inside the login page, select install for all users.
After that, click on install.
Once the installation is complete, you will receive an email. Create sets of permissions, work skills and types, dispatchers and agents, operating hours, service resources, and service territories.
Step 3: Guided step to creating sets
This step involves following very strict and guided steps.
At first, go to the in-app launcher.
Inside the launcher, look for Field Service Admin. You should be able to search for it in the search box.
Now, you will find the permission sets tab for getting started. Click on it and set permissions for each option.
Remember that after setting the permissions, you will need to assign them to a user with a system administrator profile. That user must have a dispatcher license.
Inside the permissions, click on Create Service Territories and set all the fields.
After that, move on to creating Work Types and set the requirements.
Go to Service Resources, create the new user, and assign the mobile license.
Finally, create agents, dispatchers, and appointment booking customizations.
Importance of Using Salesforce Field Service Lightning
Salesforce field service can be extremely valuable to your company if you have mobile field technicians. Companies that have a lot of moving parts require specialized coordination. As a result, FSL can bring the perfect competence to the process.
For instance, let’s assume you own a door installation company. To complete the service, there will need to be a space to install the door. After that, the door needs to be delivered, and the fitting workers will arrive.
Finally, the process will be completed with the customer’s approval through his or her signature. Having an FSL platform can organize the whole process for you easily.
Additionally, salesforce field service is highly beneficial for repairing and maintenance work. Other departments like sales and healthcare systems can also utilize the tool.
So, now you know how to set up field service lightning with 3 simple steps. Make sure there is a user you can log in to for uploading all the data. The whole platform will save your business a lot of trouble and time in the long run. This is where the FSL services are soaring their success.