1. Enable Field Service LightningEnable Field Service Lightning to start using field service features like work orders,service appointments, and more.
2. Give Users Access to Field Service LightningTo give your team access to Field Service Lightning features, assign the necessaryobject permissions to users.
3. Set Up Your WorkforceCreate service territories to track the places where your team performs field servicework. Then, create service resources and crews to represent your workforce.
4. Set Up Time TrackingEstablish operating hours for service territories and service resources to indicate whenfield service work can take place. Use time sheets to track how much time your field serviceemployees spend on tasks.
5. Set Up Work OrdersA work order represents work to be performed on your customers’ products. Learn how toconfigure work order settings and create time-saving templates called work types.
6. Set Up and Manage Your InventoryTrack and manage the storage, request, transfer, and consumption of every item in yourinventory, and ensure that your mobile workforce has the right parts in stock to do their job.Whether parts are transferred from the warehouse to the customer or between technicians, yourfield service center has it covered.
7. Set Up Service ReportsMake your customers happy with fast field service reports delivered to their inboxes.Your technicians and dispatchers can create reports for work orders, work order line items, andservice appointments and email them directly to the customer. You can use standard templates orcreate variations of your own.
8. Set Up Field Service in CommunitiesKeep customers, partners, and contractors in the loop about field service work. Allfield service objects can be added to Lightning communities and communities built using theSalesforce Tabs + Visualforce template. Exposing these objects and related objects like assets,accounts, and contacts make it easy for customers to schedule appointments or check field servicerecords straight from their community.
9. Report on Field Service LightningCreate report types to track field service activity in your org. To take your reportinga step further, use the Field Service Analytics App.
10. Set Up Self-Service Appointment Booking for Field Service Lightning (Beta)Snap-ins Appointment Management (beta) gives your customers an easy way to schedule,modify, and cancel appointments with your mobile workforce. The experience is powered by VisualWorkflow, which means you can craft the perfect interaction and decide when and how to createrelated records like work orders.