Salesforce Field Service Lightning Quickstart


Our Field Service Lightning Quickstart Implementation program is great for those companies just beginning their Field Service Lightning journey.  This program is designed to get you setup with Field Service Lightning quicker so you can realize the benefits of it quicker.  Our Field Service Lightning Quickstart has an 8 week timeline.

Field Service Lightning Quickstart Details
Project Management
  • Dedicated Project Point of Contact
  • Project Kick-off Call
  • Project Wrap-up Call
Package Installation
  • Installation of Managed Package
  • Define Field Service Territories
  • Define Work Types & Skills
  • Define Field Service Resources
  • Define Field Service Dispatchers & Agents
  • Define Field Service Appointment Booking
  • Define Field Service Scheduling Policies
Standard Object Setup
  • Service Territories Setup
  • Service Territory Members Setup
  • Service Territory Locations Setup
  • Addresses Setup
  • Associated Locations Setup
  • Service Resources Setup
  • Resource Absences Setup
  • Resource Capacity Setup
  • Assigned Resources Setup
  • Service Crews Setup
  • Service Crew Members Setup
  • Skills Setup
  • Service Resource Skills Setup
  • Skill Requirements Setup
  • Operating Hours Setup
  • Time Slots Setup
  • Time Sheets Setup
  • Time Sheet Entries Setup
Standard Object Setup (continued)
  • Work Orders Setup
  • Work Order Line Items Setup
  • Work Types Setup
  • Service Appointments Setup
  • Service Reports Setup
  • Digital Signatures Setup
  • Product Items Setup
  • Product Item Transactions Setup
  • Products Required Setup
  • Products Consumed Setup
Package Setup
  • Create Permission Sets
  • Assign Permissions
  • Assign Service Crews
  • Assign Page Layouts
  • Enable Map Polygons