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Success Stories/
Salesforce Field Service (FSL) for Technician

Optimized Field Service Operations

Salesforce Field Service (FSL) for Technician

Optimized FSL workflows, integration, and offline support, boosting service efficiency.

Salesforce Field Service (FSL) for Technician

Business Problems

  • Inefficient technician workflows

  • Salesforce and SAP integration issues impacting technician work and business

  • Missing support offline mode

  • Existing customizations hitting Salesforce governor limits

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Solutions

  • Configured new briefcases and custom objects for both online and offline work

  • Created customized business processes using flows and configured the app extension

  • Enhancements to ensure business process compliance and data quality

  • Configured and customized the Bundling Feature, service territories, zone details, Operating Hours

  • Business value addition customizations on top of FSL

Salesforce Field Service (FSL)
Field Service Lightning
SAP/PI
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Benefits

  • Integrated systems(Account, Case, WO, Asset, PR, PT, PRLI) giving improved consistency and reliability in service operations

  • Customized streamlined workflows, technician processes

  • Improved Work Order completion process in both online and offline.

  • Auto Service Appointment bundling reducing the manual effort of Scheduling and dispatching

  • Better Customer Service giving Customer Satisfaction and Retention

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