1. Install the Field Service Lightning Managed PackageIf your Salesforce org has Field Service Lightning enabled, you can install themanaged package and build on standard field service features.
2. Guided Setup for Field Service LightningAfter you install the Field Service Lightning managed package, you can use Guided Setupin the managed package to create your service territories and operating hours, define your worktypes and skill sets, assign your agents, dispatchers, and service resources, and configure yourscheduling policies. You can use guided setup as often as you’d like to adjust your field servicesetup.
3. Set up the Field Service Lightning Managed PackageAfter you install the Field Service Lightning managed package, you must create andpermission sets and ensure page layouts, geocodes, and data integration rules are configuredcorrectly.
4. Field Service Lightning Managed Package CustomizationLearn the concepts behind the features in the Field Service Settings tab and how toadjust them to your needs.
5. Field Service Lightning Dispatcher ConsoleThe Field Service Lightning Managed Package includes the Dispatcher Console, which isthe main working space for dispatchers.