Field Service Lightning (FSL) is a great tool to optimize your field service workforce that can be found within the Service Cloud Salesforce product. Today we’ll walk you through how this powerful service can increase productivity, reduce costs, and improve efficiencies while within the Salesforce platform.
What Is Salesforce Field Service Lightning and Who Is This Beneficial For?
Field Service Lightning is Salesforce’s service workforce solution. This can be utilized for onsite job management with real-time capabilities. This is beneficial in managing field agents and streamline customer and employee service experiences. Companies that need field technicians to support their business will benefit greatly from this.
Core Benefits That Improve Efficiencies
What you’ll find with FSL is that every feature is to help you save time and increase efficiencies. From your mobile workforce all the way up to managers and directors, this application will provide and assist with managing projects and jobs and make informed decisions.
Providing Virtual Support
Given the state of the pandemic, being able to provide remote assistance has become more prevalent. Through FSL, you can allow customers to book phone or video appointments through a dedicated customer portal.
Visibility and Management of Projects and Jobs
With FSL, you can manage projects and jobs and utilize automation to prioritize essential ones. You can save time and assign the right workers the right projects based on skills, location, and business rules. You can increase efficiency by allowing dispatchers to have full visibility and control of field technicians and their jobs on an easy to view screen.
Einstein AI Assistance
Einstein Vision allows you to utilize image recognition making it easy for mobile workers to identify assets and parts in images. This is huge in assuring the right product is fixed and can save time for the worker in the field. You’ll be able to set it up so that based on an image’s classification, you’ll be able to provide a clear solution for technicians to fix. They’ll be able to provide faster and smarter service which will, in turn, improve workforce efficiencies.
Manage Jobs and Safety Protocols
Utilize the Field Service mobile app to keep mobile workers up to date with the latest policies and procedures to dissolve any confusion. You can customize the app to attach relevant specs, knowledge articles, timesheets, and inventory so that your workers are always in the know and can improve first-time fix rates.
Make Smarter Data-Driven Decisions
Dig into your Field Service Analytics to give managers and dispatchers easy, real-time visibility into operational performance and KPIs from any location. You can streamline data from multiple systems and track safety protocols all in one application.
How to Get Started on FSL
You can consult with a Salesforce AE to implement Field Service Lightning from there you can choose to implement yourself or work with a Salesforce partner that can help you implement it. For example, as a Salesforce partner, we have a launch package that can get you quickly set up with Field Service Lightning so you can hit the ground running. Depending on certain needs, we can offer various packages to ensure you get the proper solution so that Field Service Lightning will help you achieve your goals.
More Resources on FSL
- Salesforce Service Cloud | Salesforce
- Field Service Data Sheet | Salesforce
- 3 Use Cases for Salesforce Field Service Lightning | Salesforce Ben
Hopefully, this provided more insight into Field Service Lightning and how it can be beneficial to your workforce. If you have any questions, feel free to contact us.