Streamlining Field Service Operations With Salesforce Field Service Lightning

Workshop Overview
Field service operations often face challenges such as inefficient scheduling, manual processes, and delayed service delivery. This workshop will introduce Salesforce Field Service Lightning (FSL) as a powerful solution to overcome these issues, automating workflows, improving efficiency, and delivering superior customer service. Participants will gain practical knowledge on how to use FSL to manage work orders, optimize technician dispatching, and enhance customer experiences.

Who Should Attend?
This workshop is ideal for:

• Field Service Managers and Supervisors: Looking to streamline their field operations and improve service delivery.
• IT and Salesforce Administrators: Interested in implementing and configuring Salesforce FSL within their organization.
• Customer Service and Operations Teams: Seeking to enhance coordination between field service teams and the customer service department.
• Business Decision Makers: Focused on improving operational efficiency and customer satisfaction through digital transformation.

Key Takeaways

• Understanding Salesforce Field Service Lightning: Learn how FSL integrates with Salesforce and simplifies service management.
• Optimizing Technician Dispatch: Discover how to use intelligent scheduling and resource management for faster and more efficient service delivery.
• Automating Workflows: Learn to automate manual processes, reducing administrative burden and improving productivity.
• Enhancing Customer Experience: Understand how FSL helps to deliver timely updates, service notifications, and proactive customer engagement.
• Real-World Use Cases: Gain insights from successful FSL implementations and see how businesses have transformed their field service operations.

Workshop Agenda

1. Introduction to Salesforce Field Service Lightning

• Overview of FSL features and capabilities
• Key challenges in field service operations and how FSL addresses them

2. Configuring and Implementing FSL

• Setting up Salesforce FSL for your organization
• Configuring work orders, service territories, and scheduling policies

3. Optimizing Service Operations

• Dispatching and managing technicians in real time
• Automating service workflows and improving productivity

4. Enhancing Customer Engagement

• Providing real-time updates and notifications
• Leveraging FSL for proactive customer communication

5. Q&A and Networking

• Addressing participant-specific questions
• Networking opportunities for continued learning

Benefits of Attending

• Expert Insights: Learn from Salesforce FSL professionals with hands-on experience in field service automation.
• Practical Application: Gain knowledge of how to configure and use FSL in your own business setting.
• Actionable Strategies: Walk away with concrete steps to improve field service operations and enhance customer satisfaction.
• Networking Opportunities: Connect with industry professionals and expand your network in the field service and Salesforce communities.

Take your field service operations to the next level with Salesforce FSL—sign up today!