Have you ever wondering what Field Service Lightning is about? And why it is the fastest growing product in Salesforce portfolio? Come to the session, buckle-up and learn how Salesforce FSL helps solving common issues that are faced by organisations with mobile workers.
In this 2.5 hour hands-on workshop, you will have a chance to configure field service workforce and schedule your first appointments. We will focus on the base concepts of Field Service Lightning that will give you a fair understanding of this solution and set a ground for further learning if you decide to extend your knowledge.
A Comprehensive Guide to Salesforce Field Service Cloud Analogy
Salesforce Field Service Lightning (FSL), one of the finest products for field workers and technicians within the Salesforce CRM. You will get to know about all the details related to Salesforce Field Service in these slides.
This document provides an overview of Field Service Lightning. It begins by defining field service and why it is important. It then discusses the core components of Salesforce Field Service Lightning including the data model, dispatch console, intelligent scheduling and optimization features, and the field service mobile app. Key capabilities like routing appointments, customizing views, accessing offline data, and collaborating with Chatter are highlighted. Trailhead links are provided at the end for learning more about field service basics and supercharging Field Service Lightning.
Salesforce Field Service Lightning introduction.pptxBhaktiPandit1
This document discusses concepts and features for Salesforce Field Service Lightning. It describes common field service concepts like shifts, telecommunications, waste management, and more. It also outlines core field service features such as service territories, operating hours, service resources, work orders, service appointments, and maintenance plans. Finally, it lists the main user roles in field service including administrators, agents, dispatchers, and mobile workers/technicians.
Field Service Lightning Product Launch for Partners (March 15, 2016)Salesforce Partners
Field Service Lightning is a new product from Salesforce that aims to connect customers, agents, dispatchers, and field technicians on a single platform. It provides functionality for appointment booking, work order management, asset management, smart scheduling, dispatcher consoles, and field technician mobility. The product delivers core field service functionality out of the gate by leveraging Salesforce's customer success platform and a partnership with ClickSoftware for scheduling and optimization capabilities. An initial focus will be on verticals like retail, healthcare, and utilities to achieve quick results for appointment-based organizations.
Data Management and Migration in SalesforceSunil kumar
This document discusses data management and migration in Salesforce. It covers essential topics like record IDs, object relationships, modifiable system fields, using upsert to insert or update records using external IDs, and tools for data management including the Bulk API and Data Loader. The Bulk API allows high volume loading of data into Salesforce in parallel to improve throughput. The Data Loader can use either the SOAP API or Bulk API and supports functions like import, export, and deleting large numbers of records.
Join us as we provide an overview of how to integrate to Salesforce using the built-in tools, and look at integration on the different layers of Salesforce (User Interface, Data Logic, and Database). We'll be providing tips, best practices, and real-life examples.
Customer Service in Salesforce: Managing Cases EffectivelyInternetCreations
Presentation slides from the PhillyForce meetup on 12/11/2013. Chad Meyer from Internet Creations discussed best practices for running a highly efficient support operation and previewed 5 apps to be more productive with Cases.
A Comprehensive Guide to Salesforce Field Service Cloud Analogy
Salesforce Field Service Lightning (FSL), one of the finest products for field workers and technicians within the Salesforce CRM. You will get to know about all the details related to Salesforce Field Service in these slides.
This document provides an overview of Field Service Lightning. It begins by defining field service and why it is important. It then discusses the core components of Salesforce Field Service Lightning including the data model, dispatch console, intelligent scheduling and optimization features, and the field service mobile app. Key capabilities like routing appointments, customizing views, accessing offline data, and collaborating with Chatter are highlighted. Trailhead links are provided at the end for learning more about field service basics and supercharging Field Service Lightning.
Salesforce Field Service Lightning introduction.pptxBhaktiPandit1
This document discusses concepts and features for Salesforce Field Service Lightning. It describes common field service concepts like shifts, telecommunications, waste management, and more. It also outlines core field service features such as service territories, operating hours, service resources, work orders, service appointments, and maintenance plans. Finally, it lists the main user roles in field service including administrators, agents, dispatchers, and mobile workers/technicians.
Field Service Lightning Product Launch for Partners (March 15, 2016)Salesforce Partners
Field Service Lightning is a new product from Salesforce that aims to connect customers, agents, dispatchers, and field technicians on a single platform. It provides functionality for appointment booking, work order management, asset management, smart scheduling, dispatcher consoles, and field technician mobility. The product delivers core field service functionality out of the gate by leveraging Salesforce's customer success platform and a partnership with ClickSoftware for scheduling and optimization capabilities. An initial focus will be on verticals like retail, healthcare, and utilities to achieve quick results for appointment-based organizations.
Data Management and Migration in SalesforceSunil kumar
This document discusses data management and migration in Salesforce. It covers essential topics like record IDs, object relationships, modifiable system fields, using upsert to insert or update records using external IDs, and tools for data management including the Bulk API and Data Loader. The Bulk API allows high volume loading of data into Salesforce in parallel to improve throughput. The Data Loader can use either the SOAP API or Bulk API and supports functions like import, export, and deleting large numbers of records.
Join us as we provide an overview of how to integrate to Salesforce using the built-in tools, and look at integration on the different layers of Salesforce (User Interface, Data Logic, and Database). We'll be providing tips, best practices, and real-life examples.
Customer Service in Salesforce: Managing Cases EffectivelyInternetCreations
Presentation slides from the PhillyForce meetup on 12/11/2013. Chad Meyer from Internet Creations discussed best practices for running a highly efficient support operation and previewed 5 apps to be more productive with Cases.
When building an enterprise solution or creating an app, data often comes from multiple systems, and business processes frequently cross application boundaries.
Salesforce offers a rich library of programmatic and point-and-click integration tools to customize business processes that span multiple application systems. In this webinar, we will survey the many integration options and technologies available in Salesforce, including newer API and integration features.
This webinar is the first in a series that will explore several ways to integrate systems and services with Salesforce.
Salesforce integration best practices columbus meetupMuleSoft Meetup
onnectivity Overview
Connectivity to Salesforce Clouds
Connectors and Salesforce APIs
Connector interacting with Salesforce core
Composite Connector
Triggers
Establishing a connected app for MuleSoft Connectors
Salesforce Integration Best Practices
When to move data into SFDC
Appropriate use of APEX
Salesforce integration technologies and considerations
Data Virtualization/Live Read
Data Manipulation and Migration
Real-time changes, events and Streaming
Resources
Salesforce Accelerators for Service Cloud and Commerce Cloud
Salesforce Service Cloud Training | Salesforce Training For Beginners - Servi...Edureka!
The document discusses Salesforce Service Cloud, which is a customer relationship management platform for customer service and support. It is offered as software as a service and provides a 360-degree view of customers to enable smarter, more efficient and personalized service. The document outlines the key benefits and services of Service Cloud, including the service console, knowledge base, live agent, communities, and field service management. It also provides an example use case of how Coca-Cola leveraged Service Cloud to improve customer satisfaction and agent productivity.
Introduction to Salesforce | Salesforce Tutorial for Beginners | Salesforce T...Edureka!
( Salesforce Training: https://www.edureka.co/salesforce-administrator-and-developer-training)
This tutorial will give you an introduction to the Salesforce CRM and talk tell you how & why Salesforce has emerged as one of the leading cloud computing companies today.
This video covers the following topics:
1. Salesforce:- Need & Rise
2. Features Of Salesforce
3. Demo: Salesforce In Action
The document provides an overview of Salesforce development. It discusses that Salesforce is a cloud-based CRM platform with over 82,000 customers. It offers features for marketing, sales, services, and more. Salesforce can be customized through tools like Sales Cloud, Service Cloud, and Custom Cloud. Development in Salesforce involves creating objects and relationships, automating processes with workflows and approvals, building reports and dashboards, adding programming logic with Apex, and creating custom interfaces with Visualforce.
Ladies Be Architects: Integration Study Group: Security & State Managementgemziebeth
The document summarizes the key topics discussed during an integration peer-led study group meeting. It covers certificates and 2-way SSL, security considerations including OAuth, state management patterns, mashups and Canvas. For certificates, it discusses the differences between 1-way and 2-way SSL, how certificates are created and used in Salesforce. For security, it outlines user authentication, OAuth flows and setup. For state management, it provides overviews of handling state in request/reply, fire and forget, remote call-in and batch synchronization patterns. Finally, it defines mashups and how they can be implemented via links and iframes in Salesforce, as well as an overview of the Canvas framework.
Why is Org Strategy important, what are the possible org patterns and what are some of the benefits and challenges to consider? This 12-page long white paper describes different org existence models, trade-offs, design best practices, and assessment approach. Please leave your comments.
The document provides an agenda and overview for an introduction to Salesforce training session. It discusses topics like cloud computing models, the benefits of CRM systems, Salesforce editions and licenses, navigating the Salesforce user interface, and the various Salesforce clouds. It also defines key Salesforce concepts and terminology like instances, environments, objects, fields, and records. The training concludes with information on how to get started with the Trailhead learning platform and tips for continuing to learn Salesforce.
Salesforce Security Model (Dmitry Goshko, Igor Haritonovich)Yury Bondarau
The document discusses security and access levels in Salesforce. It describes how access is determined by organization security, profiles, object permissions, record permissions, field permissions, folder permissions, roles, and permission sets. Record access is further defined by the sharing model, which is influenced by with or without sharing classes, __Share records, and the UserRecordAccess service. The sharing model also considers licensing, relationships like master-detail, and emulating with sharing classes in without sharing classes.
Salesforce and SAP Integration with Informatica CloudDarren Cunningham
Webinar recorded in July 2010. Available for viewing at http://www.informaticacloud.com. Focuses on SAP and Salesforce.com application and data integration best practices
This presentation is based on the Data model of Salesforce platform. I prepared this presentation for the DEV 401 certification discussion at Sabre Technologies.
- Zero Motorcycles is an electric motorcycle manufacturer that is an industry leader but was facing challenges with customer service and outdated technology.
- Salesforce is a customer relationship management platform that could help Zero Motorcycles streamline processes, improve collaboration, and enhance customer service by reducing manual data entry and providing cloud-based access to customer data.
- Implementing Salesforce would require an initial investment but could help increase annual sales revenues and productivity by automating tasks and providing better customer support.
A complete Salesforce implementation guide on how to implement SalesforceSoftweb Solutions
This document provides a guide to successfully implementing Salesforce. It outlines 5 key steps: 1) Plan and prepare which includes building an implementation team, setting metrics, designing system architecture and establishing timelines. 2) Setup and customize Salesforce CRM including building a prototype and deciding customization levels. 3) Deploy Salesforce CRM by adding users, defining access, importing data, and preparing for go-live. 4) Drive user adoption and 5) Maintain the system ongoing. Prerequisites, best practices, and common mistakes are also discussed to help ensure a smooth and successful Salesforce implementation.
Salesforce – Proven Platform Development with DevOps & AgileSai Jithesh ☁️
The document discusses forward-looking statements and associated risks and uncertainties. It states that any projections or statements regarding strategies, plans, beliefs, expected functionality, features, or customer contracts contain forward-looking statements that are subject to risks and uncertainties. These risks include factors that could affect salesforce.com's financial results such as operating losses, fluctuations in results, security breaches, litigation outcomes, mergers and acquisitions, growth management, and reliance on key personnel. The document also notes that unreleased services mentioned may not be delivered on time or at all, and purchase decisions should be based on currently available features.
Marketing Cloud is a suite of tools for managing marketing campaigns across multiple channels. It includes studios for email, journeys, and ads as well as automation and tracking features. A development process was outlined along with a use case example of an onboarding journey for new customers. The presentation concluded with a live demo and list of additional Marketing Cloud resources.
Understanding how a CDP can unify your MartechAcquia
In the finale of our webinar series (https://youtu.be/KdBbWNdQX1M), learn to use proven CDP strategies and easily integrate them into your existing martech.
One of the downsides of the traditional data-capture and management approach is that there is no unified source of truth. In a flipped environment, the CDP leads real-time aggregations that integrated platforms share in a graded, electronic forum.
The organised individual customer data profiles then becomes a central focus of the business as different departments share effective technical communication through various methods.
With the shift to better customer digital experiences, the following questions remain:
- "Where do you begin with data?"
- "How can I start with some quick wins that actually deliver?"
- "How do successful businesses actually bring data together, using it to deliver positive results?"
This session is a learning experience in which global businesses can understand the unique characteristics of a CDP that allows unification of digital data and efficient use of messaging to deliver better business results.
Through this lens, we will explore effective and practical strategies that businesses can implement to support their efforts in ever-changing environments.
The document provides an overview of Salesforce's platform and how it enables companies to become customer-centric. It highlights key capabilities including connecting customers in new ways, running a business from mobile, building personalized journeys, and gaining insights from customer data. Case studies show how companies have driven improvements in metrics like revenue, customer satisfaction, and productivity by connecting employees, partners, and customers on the Salesforce platform.
Salesforce is a cloud-based customer relationship management (CRM) platform that offers various products including the Sales Cloud, Service Cloud, and Marketing Cloud. It was founded in 1999 by Marc Benioff and has grown to serve over 150,000 companies. Salesforce provides an all-in-one platform for managing contacts, leads, accounts, and opportunities across multiple departments.
Salesforce - Implicit Sharing, Record Locks & SkewsNora Nicklis
This is the slide deck of our Kickoff Saima - Session (Salesforce Architects in the Making)
The recording can be found on YouTube, through the following link:
https://youtu.be/bp3xFNRk7mM
The content is aimed towards Salesforce professionals, preparing for their technical architect journey.
It covers two topics:
- Implicit Sharing
- Record Locks & Skews
Course project scenario the course project scenario in this cAISHA232980
This project involves upgrading the facilities, equipment, and systems of a call center. The project manager must relocate all existing call center stations to a new, larger facility; install a high-speed Wi-Fi network; upgrade workstations with wireless capability; install new call center management software; and convert the legacy business system to a new CRM application. The project must be completed within 6 months with limited resources consisting of 14 people and up to 5 contractors.
NUS-ISS 4th Agile Community of Practice (CoP): Agile Development with Agile Contract, by Mr Steven Koh, Assistant Director (Agile Coach), IDA-Government Digital Services (GDS)
When building an enterprise solution or creating an app, data often comes from multiple systems, and business processes frequently cross application boundaries.
Salesforce offers a rich library of programmatic and point-and-click integration tools to customize business processes that span multiple application systems. In this webinar, we will survey the many integration options and technologies available in Salesforce, including newer API and integration features.
This webinar is the first in a series that will explore several ways to integrate systems and services with Salesforce.
Salesforce integration best practices columbus meetupMuleSoft Meetup
onnectivity Overview
Connectivity to Salesforce Clouds
Connectors and Salesforce APIs
Connector interacting with Salesforce core
Composite Connector
Triggers
Establishing a connected app for MuleSoft Connectors
Salesforce Integration Best Practices
When to move data into SFDC
Appropriate use of APEX
Salesforce integration technologies and considerations
Data Virtualization/Live Read
Data Manipulation and Migration
Real-time changes, events and Streaming
Resources
Salesforce Accelerators for Service Cloud and Commerce Cloud
Salesforce Service Cloud Training | Salesforce Training For Beginners - Servi...Edureka!
The document discusses Salesforce Service Cloud, which is a customer relationship management platform for customer service and support. It is offered as software as a service and provides a 360-degree view of customers to enable smarter, more efficient and personalized service. The document outlines the key benefits and services of Service Cloud, including the service console, knowledge base, live agent, communities, and field service management. It also provides an example use case of how Coca-Cola leveraged Service Cloud to improve customer satisfaction and agent productivity.
Introduction to Salesforce | Salesforce Tutorial for Beginners | Salesforce T...Edureka!
( Salesforce Training: https://www.edureka.co/salesforce-administrator-and-developer-training)
This tutorial will give you an introduction to the Salesforce CRM and talk tell you how & why Salesforce has emerged as one of the leading cloud computing companies today.
This video covers the following topics:
1. Salesforce:- Need & Rise
2. Features Of Salesforce
3. Demo: Salesforce In Action
The document provides an overview of Salesforce development. It discusses that Salesforce is a cloud-based CRM platform with over 82,000 customers. It offers features for marketing, sales, services, and more. Salesforce can be customized through tools like Sales Cloud, Service Cloud, and Custom Cloud. Development in Salesforce involves creating objects and relationships, automating processes with workflows and approvals, building reports and dashboards, adding programming logic with Apex, and creating custom interfaces with Visualforce.
Ladies Be Architects: Integration Study Group: Security & State Managementgemziebeth
The document summarizes the key topics discussed during an integration peer-led study group meeting. It covers certificates and 2-way SSL, security considerations including OAuth, state management patterns, mashups and Canvas. For certificates, it discusses the differences between 1-way and 2-way SSL, how certificates are created and used in Salesforce. For security, it outlines user authentication, OAuth flows and setup. For state management, it provides overviews of handling state in request/reply, fire and forget, remote call-in and batch synchronization patterns. Finally, it defines mashups and how they can be implemented via links and iframes in Salesforce, as well as an overview of the Canvas framework.
Why is Org Strategy important, what are the possible org patterns and what are some of the benefits and challenges to consider? This 12-page long white paper describes different org existence models, trade-offs, design best practices, and assessment approach. Please leave your comments.
The document provides an agenda and overview for an introduction to Salesforce training session. It discusses topics like cloud computing models, the benefits of CRM systems, Salesforce editions and licenses, navigating the Salesforce user interface, and the various Salesforce clouds. It also defines key Salesforce concepts and terminology like instances, environments, objects, fields, and records. The training concludes with information on how to get started with the Trailhead learning platform and tips for continuing to learn Salesforce.
Salesforce Security Model (Dmitry Goshko, Igor Haritonovich)Yury Bondarau
The document discusses security and access levels in Salesforce. It describes how access is determined by organization security, profiles, object permissions, record permissions, field permissions, folder permissions, roles, and permission sets. Record access is further defined by the sharing model, which is influenced by with or without sharing classes, __Share records, and the UserRecordAccess service. The sharing model also considers licensing, relationships like master-detail, and emulating with sharing classes in without sharing classes.
Salesforce and SAP Integration with Informatica CloudDarren Cunningham
Webinar recorded in July 2010. Available for viewing at http://www.informaticacloud.com. Focuses on SAP and Salesforce.com application and data integration best practices
This presentation is based on the Data model of Salesforce platform. I prepared this presentation for the DEV 401 certification discussion at Sabre Technologies.
- Zero Motorcycles is an electric motorcycle manufacturer that is an industry leader but was facing challenges with customer service and outdated technology.
- Salesforce is a customer relationship management platform that could help Zero Motorcycles streamline processes, improve collaboration, and enhance customer service by reducing manual data entry and providing cloud-based access to customer data.
- Implementing Salesforce would require an initial investment but could help increase annual sales revenues and productivity by automating tasks and providing better customer support.
A complete Salesforce implementation guide on how to implement SalesforceSoftweb Solutions
This document provides a guide to successfully implementing Salesforce. It outlines 5 key steps: 1) Plan and prepare which includes building an implementation team, setting metrics, designing system architecture and establishing timelines. 2) Setup and customize Salesforce CRM including building a prototype and deciding customization levels. 3) Deploy Salesforce CRM by adding users, defining access, importing data, and preparing for go-live. 4) Drive user adoption and 5) Maintain the system ongoing. Prerequisites, best practices, and common mistakes are also discussed to help ensure a smooth and successful Salesforce implementation.
Salesforce – Proven Platform Development with DevOps & AgileSai Jithesh ☁️
The document discusses forward-looking statements and associated risks and uncertainties. It states that any projections or statements regarding strategies, plans, beliefs, expected functionality, features, or customer contracts contain forward-looking statements that are subject to risks and uncertainties. These risks include factors that could affect salesforce.com's financial results such as operating losses, fluctuations in results, security breaches, litigation outcomes, mergers and acquisitions, growth management, and reliance on key personnel. The document also notes that unreleased services mentioned may not be delivered on time or at all, and purchase decisions should be based on currently available features.
Marketing Cloud is a suite of tools for managing marketing campaigns across multiple channels. It includes studios for email, journeys, and ads as well as automation and tracking features. A development process was outlined along with a use case example of an onboarding journey for new customers. The presentation concluded with a live demo and list of additional Marketing Cloud resources.
Understanding how a CDP can unify your MartechAcquia
In the finale of our webinar series (https://youtu.be/KdBbWNdQX1M), learn to use proven CDP strategies and easily integrate them into your existing martech.
One of the downsides of the traditional data-capture and management approach is that there is no unified source of truth. In a flipped environment, the CDP leads real-time aggregations that integrated platforms share in a graded, electronic forum.
The organised individual customer data profiles then becomes a central focus of the business as different departments share effective technical communication through various methods.
With the shift to better customer digital experiences, the following questions remain:
- "Where do you begin with data?"
- "How can I start with some quick wins that actually deliver?"
- "How do successful businesses actually bring data together, using it to deliver positive results?"
This session is a learning experience in which global businesses can understand the unique characteristics of a CDP that allows unification of digital data and efficient use of messaging to deliver better business results.
Through this lens, we will explore effective and practical strategies that businesses can implement to support their efforts in ever-changing environments.
The document provides an overview of Salesforce's platform and how it enables companies to become customer-centric. It highlights key capabilities including connecting customers in new ways, running a business from mobile, building personalized journeys, and gaining insights from customer data. Case studies show how companies have driven improvements in metrics like revenue, customer satisfaction, and productivity by connecting employees, partners, and customers on the Salesforce platform.
Salesforce is a cloud-based customer relationship management (CRM) platform that offers various products including the Sales Cloud, Service Cloud, and Marketing Cloud. It was founded in 1999 by Marc Benioff and has grown to serve over 150,000 companies. Salesforce provides an all-in-one platform for managing contacts, leads, accounts, and opportunities across multiple departments.
Salesforce - Implicit Sharing, Record Locks & SkewsNora Nicklis
This is the slide deck of our Kickoff Saima - Session (Salesforce Architects in the Making)
The recording can be found on YouTube, through the following link:
https://youtu.be/bp3xFNRk7mM
The content is aimed towards Salesforce professionals, preparing for their technical architect journey.
It covers two topics:
- Implicit Sharing
- Record Locks & Skews
Course project scenario the course project scenario in this cAISHA232980
This project involves upgrading the facilities, equipment, and systems of a call center. The project manager must relocate all existing call center stations to a new, larger facility; install a high-speed Wi-Fi network; upgrade workstations with wireless capability; install new call center management software; and convert the legacy business system to a new CRM application. The project must be completed within 6 months with limited resources consisting of 14 people and up to 5 contractors.
NUS-ISS 4th Agile Community of Practice (CoP): Agile Development with Agile Contract, by Mr Steven Koh, Assistant Director (Agile Coach), IDA-Government Digital Services (GDS)
Archana Yadav has over 6 years of experience in IT with a focus on manual testing and support. She currently works as a Senior Software Engineer at IGATE Global Solutions. She has strong skills in requirements gathering, test case design, defect reporting, and working independently and as part of a team. Her experience includes testing applications in banking, finance, and other domains.
Archana Yadav has over 6 years of experience in IT with a focus on manual testing and support. She currently works as a Senior Software Engineer at IGATE Global Solutions. She has strong skills in requirements gathering, test case design, defect reporting, and working independently and as part of a team. Her experience includes testing applications in banking, finance, and other domains.
DJ's Corporate Experience & Performance Package (Complete-2014)Daniel J Fernandez II
DJ's Mechanical provides full-service mechanical contracting and HVAC services. The document outlines DJ's qualifications including certifications, key personnel, and safety and quality assurance programs. It describes Daniel Fernandez as the founder and president with over 30 years of experience. It also introduces other leadership roles including the controller, chief estimator, and field superintendent with extensive industry experience.
Implementation of a high performace clusther for a universitySharyuMahale
This document provides a proposal for establishing a High Performance Computing (HPC) facility at a university. It includes sections on project objectives, organization structure, choosing a vendor, project design, implementation plan, and maintenance plan. The implementation plan utilizes tools like IDEF0, WBS, RACI, Gantt chart, and CPM to plan and monitor the project. The proposed HPC system would cost $2 million and include servers, storage, networking equipment, and software from vendors like Fujitsu and Mellanox.
Sunil Kumar B S (Current Resume for Cognos)Sunil Kumar
Sunil Kumar is a data modeler and management specialist with over 10 years of experience working with IBM technologies like Cognos and DB2. He has extensive experience creating reports, data models, complex queries, and managing employee databases in Europe. Some of his project experience includes tracking bid/proposal hours at the work item level and creating predelinquency reports. He is proficient in technologies like Java, C/C++, SQL, and has expertise in data warehousing tools, ETL processes, and master data management.
Sasikala provides a summary of her professional experience as a test engineer, including 5 years working for Infosys on various projects testing software for clients like RBS, Microsoft, and Citi. Her responsibilities included requirements analysis, designing and executing test cases, reporting bugs, and ensuring quality control. She has experience with tools like Test Director, Quality Center, and TOAD and domains including banking, ERP, and data warehousing.
Sasikala provides a summary of her professional experience as a test engineer, including 5 years working for Infosys on various projects testing software for clients like RBS, Microsoft, and Citi. Her responsibilities included requirements analysis, designing and executing test cases, preparing test data, and reporting bugs. She has experience with tools like Quality Center, TOAD, and manual testing processes like data warehouse testing.
Business Optimizer is an optimization engine (or “constraint satisfaction solver”) platform provided with Red Hat Decision Manager. It enables regular Java developers to create solvers for complex planning problems using a variety of out-of-the-box provided algorithms.
Henry Suguna Raj V is a Production Engineer with over 15 years of experience. He currently works for Philips Lighting Saudi Arabia where he is responsible for handling production from manufacturing to assembly. Some of his key responsibilities include meeting production targets, scheduling work, and developing process improvements. He has led several successful projects focused on improving productivity and efficiency through the implementation of lean tools and principles.
Arvind Pal has over 7 years of experience developing business solutions using AS400 technologies. He has extensive experience with tools like Synon 2E, Aldon, and Profound UI. He is skilled in RPG400, RPGIV, ILE, CL400, and CLLE. Pal has worked on insurance, banking, and supply chain projects involving requirements analysis, design, testing, and implementation. He is proficient in DB2/400 and has strong communication and problem-solving skills.
Bhaskara Rao Guntuku is an Oracle Transportation Management consultant with over 9 years of IT experience, including 5 years working with OTM. He currently works as a technical consultant for GE Appliances through Tech Mahindra. He has experience customizing OTM configurations, developing reports, and providing support for clients like GE, Coca-Cola, and Kuehne-Nagel. He holds a B.Tech in electrical engineering and is proficient in technologies like .NET, SQL, XML, and Oracle.
This document contains details about Sasikumar Selvaraj including his contact information, work experience, technical skills, and education. He has over 7 years of experience working as a Software Engineering Senior Analyst for Accenture on various projects for clients like Travelers Insurance and First Data Corp. His technical expertise includes mainframe platforms, Z/OS, Cobol, VSAM, DB2, and various Microsoft office and development tools. He has a Master of Science degree from Pondicherry University and a Bachelor of Science from the same university.
Capital Power has implemented Unifier as our Project Control's tool for $500,000 to $2 billion construction projects. What is different about our implementation is that we use Unifier to collect quantity of work (e.g. km of roads) and the hours of labour involved. This information is very important in understanding productivity on a project and in estimating future projects. We are using Unifier on our first project, Genesee 4/5 a gas turbine plant with a construction budget of $1.5 billion. We also leverage the power of Oracle integration across EBS, P6 and Unifier to eliminate rekeying and avoidance of potential errors. Direct input by contractors of progress information also saves time.
Referenced: www.p6academy.com
Source: http://coll15.mapyourshow.com
Pixegon is a software development company that focuses on building meaningful software using agile practices, cloud infrastructure, and the latest technologies. They started in 2012 and offer various services like design, application development, and cloud operations. Pixegon manages projects using scrum or kanban methodologies and typically works through time and materials contracts to allow flexibility. Their goal is to deliver high quality software through transparent collaboration with clients.
The document describes a national outsourcing company that provides IT field services and is seeking experienced, reliable field engineers to work as independent contractors. The company uses an online system to manage workflow between service managers and field engineers to ensure efficient service delivery. The company offers customer service incentives to field engineers to acknowledge professionalism, which can directly impact their earnings.
William Loyal is a British IT infrastructure project manager with over 15 years of experience managing large-scale projects. He has a proven track record of successfully delivering projects on schedule and within budget through meticulous planning and management. He is PRINCE2 certified and has managed projects involving infrastructure upgrades, application migrations, and office relocations for companies such as Vodafone, KPMG, Barclays, and Man Investments.
The document provides a project plan for developing a new employer website for ABcorp Global Service Centre. The plan includes an overview of the organization, project objectives, roles and responsibilities, constraints, schedule and budget. It then outlines the work breakdown structure (WBS) with tasks for project initiation, UX design, UI design, development, testing, training and closure. Gantt charts and documents cover the project plan, communication plan, risks and mitigations. The goal is to complete the project within 45 days and on budget with support from stakeholders and mitigations for risks like the coronavirus impact and dependencies.
This presentation provides a walthrough over application development KPIs that were used to understand the performance of a 6,000 Function Points program. This program composed of 18 modules/projects was delivered in 20 months consuming over 220,000 hours. Several analysis were performed during the program execution but the presentation focus on the final results and lessons learned. The major metrics areas/KPIs that will covered area: Sizing, Duration, Effort, Staffing, Change, Productivity, Defect, Use Case (IT Confidence 2013, Rio de Janeiro (Brazil))
Similar to Quick Start to Field Service Lightning, Paweł Dobrzynski (20)
10 Differences between Sales Cloud and CPQ, Blanka DoktorováCzechDreamin
How to differentiate Sales Cloud and CPQ on first glance might be tricky if you do not know where to look and what to look at. You will know :-)
Managing the sales process within Salesforce is a common use case that can be managed with standart Sales Cloud. If you want to do entire quoting process you will find out Salesforce CPQ solution exists. What is then the difference if both can handle selling products?
You will see comparison of 10 different features, which Sales Cloud and Salesforce CPQ handle differently.
Simple question you will always remember if you should consider using Salesforce CPQ will be a cherry on top.
SOQL 201 for Admins & Developers: Slice & Dice Your Org’s Data With Aggregate...CzechDreamin
Already know how to write a basic SOQL query? Great! But what about an *aggregate* SOQL query? You know, the kind that uses aggregate functions like COUNT & MAX along with GROUP BY and HAVING clauses? No? Well, get ready to learn how to slice & dice your org’s data right inside your own dev console. From finding duplicate records to prototyping summary & matrix reports, learn the ins and outs of aggregate queries during this fast-paced but admin-friendly session on advanced SOQL concepts.
Behind the Scenes From the Manager's Chair: Decoding the Secrets of Successfu...CzechDreamin
Unlock the mysteries of successful Salesforce interviews in this insightful session hosted by Hugo Rosario (Salesforce Customer), a seasoned hiring manager that leads the Salesforce Department of multinational company with over 100 interviews under their belt. Step into the manager's chair and gain exclusive behind-the-scenes insights into what makes a Salesforce consultant stand out during the interview process.
From deciphering the unspoken cues to mastering key strategies, we'll explore the intricacies of the interview process and provide practical tips for consultants looking to not only pass interviews but also thrive in their roles. Whether you're a seasoned professional or just starting your Salesforce journey, this session is your backstage pass to the secrets that hiring managers wish you knew.
Salesforce Adoption – Metrics, Methods, and Motivation, Antone KomCzechDreamin
Explore the core of Salesforce success in 'Salesforce Adoption – Metrics, Methods, and Motivation.'
We will discuss essential metrics, effective methods to drive adoption, and the driving force behind user engagement and explore strategies for onboarding, training, and continuous support that empower users to navigate the platform seamlessly.
By leveraging these tools, you can effectively measure adoption against your company’s goals and create an environment where users not only adopt Salesforce but actively contribute to its ongoing success.
Powerful Start- the Key to Project Success, Barbara LaskowskaCzechDreamin
New customer? New industry? New cloud? New team? A lot to handle!
How to ensure the success of the project? Start it well! I've created the 3 areas of focus at the beginning of the project that helped me in multiple roles (BA, PO, and Consultant). Learn from real-world experiences and discover how these insights can empower you to deliver unparalleled value to your customers right from the project's start.
Free and Effective: Making Flows Publicly Accessible, Yumi IbrahimzadeCzechDreamin
Screen flow is a powerful automation tool that is commonly designed for internal and external users. However, what about the guest users? We will dive into various methods of launching screen flows and understand how to make them publicly accessible, extending their usability to a broader audience.
The presentation will also cover the implementation of security layers and highlight best practices for a smooth and protected user experience. Discover the potential of screen flows beyond conventional use and learn how to leverage them effectively.
AI revolution and Salesforce, Jiří KarpíšekCzechDreamin
We're living the AI revolution and Salesforce is adapting and bring new value to their customers. Einstein products are evolving rapidly and navigating their limitations, language support, and use cases can be challenging.
Let's make review of what Einstein product are available currently, what are the capabilities and what can be used for in CEE region and how Rossie.ai can help to learn Salesforce speak Czech. We will explore the Einstein roadmap and I will make a short live demo (based on your vote) of some Einstein feature.
Custom Approval Process: A New Perspective, Pavel Hrbacek & Anindya HalderCzechDreamin
The standard Salesforce Approval process can be limiting in many ways, especially in complex scenarios.
What if there was a way to implement very flexible approvals where one can use Apex code to make data updates in unrelated records, dynamically generate next steps details, and compute assignees on the fly? And still use UI-based configurations to implement concrete approval processes.
In this session, we will share ideas behind such a solution and show a few lines of code to get you started.
Integrating Telephony Systems with Salesforce: Insights and Considerations, B...CzechDreamin
This talk focuses on the practical aspects of integrating various telephony systems with Salesforce, drawing on examples from implementations in the Czech scene. It aims to inform attendees about the spectrum of telephony solutions available, from small to large scale, and their compatibility with Salesforce.
The presentation will highlight key considerations for selecting a telephony provider that integrates smoothly with Salesforce, including important questions to support the decision-making process. It will also discuss methods for integrating existing telephony systems with Salesforce, aimed at companies contemplating or in the process of adopting this CRM platform.
The discussion is designed to provide a straightforward overview of the steps and considerations involved in telephony and Salesforce integration, with an emphasis on functionality, compatibility, and the practical experiences of Czech companies.
Salesforce Forecasting: Evolution, Implementation and Best Practices, Christi...CzechDreamin
Salesforce Forecasting is evolving for tomorrow, evolving for the future, and evolving for the next generation of sales leadership.
This often underutilized feature has undergone a transformation over the past few releases to reveal a slick, modern interface and a host of new functionality, propelling forecasting into the spotlight.
Join this session to discover the latest enhancements, considerations and implementation best practices.
Supercharge Salesforce Marketing Cloud: The Ultimate Apps Guide, Cyril Louis ...CzechDreamin
It’s official: Salesforce Marketing Cloud is the #1 Marketing Platform!*
But being #1 is not being perfect…
And you are right by asking how you could increase the capabilities of Marketing Cloud?!
So let’s kick this out and see how to easily extend the power of Salesforce Marketing Cloud 🙂
In this session, you will discover a selection of solutions
AppExchange apps or external solutions
that integrate with Marketing Cloud to leverage the power of your platform.
* based on research publications from IDC, Gartner and Forrester
How we should include Devops Center to get happy developers?, David Fernandez...CzechDreamin
Including DevOps center in Salesforce development process can benefit both admins and developers by streamlining workflows, fostering collaboration, improving quality, and providing better visibility into the development process.
The whole DevOps process includes automated testing and deployment, which can reduce the time it takes to release new features and functionality, while also improving the quality of the final product.
By fostering a culture of collaboration and communication, DevOps can break down silos and encourage admins and developers to work more effectively together.
Automation and standardisation can also help to streamline workflows and reduce the amount of time spent on technical tasks, allowing admins and developers to focus on more important work.
By working more efficiently and effectively, admins and developers can deliver better results in less time, while also improving the overall quality and reliability of their work.
Streamline Your Integration with Salesforce’s Composite API: A Consultant’s G...CzechDreamin
This document provides an overview of the Salesforce Composite API and its benefits for consultants. It discusses how mastering integrations through the Composite API can help consultants become more valuable team players and ensure project success. Examples are given of how the Composite API allows performing multiple operations in a single request, such as creating an account and contact together. Authentication using the Connected App or user credentials is also summarized. Overall, the document encourages consultants to learn the Composite API to improve their technical skills and better understand client needs for integrations.
Architecting for Analytics, Aaron CrearCzechDreamin
Data drives decisions.
Having reliable, clean data is a goal of most organizations. However, far too often the method for retrieving, presenting and consuming this data is an afterthought for many implementations.
This session will help you understand the architectural process required to provide your stakeholders with actionable analytics that can drive the business forward.
We will examine data models and sources, reporting tools and processes, resources, access policies and delivery methods.
Prepare yourself and your organization for the full analytics lifecycle. We will use a custom commission reporting solution as a live demo.
Filip has the following on his LinkedIn profile – Analytics, AI, mental models and paradigm shifts.
Expect something mind blowing which will change your perception of the world for upcoming years.
Push Upgrades, The last mile of Salesforce DevOps, Manuel MoyaCzechDreamin
Did you know that the traditional Salesforce DevOps cycle is missing one step?
In this session, we will cover the reason why Push Upgrades are a key factor to consider for most ISV vendors, how to make it part of the Application Lifecycle Management, and what are the best way to make use of the technology, from using the standard to the advantages of creating of a custom solution on top of it.
How do you know you’re solving the right problem? Design Thinking for Salesfo...CzechDreamin
The document discusses how to properly frame problems and scope challenges using design thinking methodology. It provides tips on writing How Might We statements, which are questions used to guide the design process by focusing on user needs rather than predefined solutions. The document includes an example of stakeholders providing context around issues with customer contracts and an agent then writing How Might We statements to help agents and customers better understand contractual processes so they can transact with confidence.
ChatGPT … How Does it Flow?, Mark JonesCzechDreamin
Can an AI tool build a Flow matching best practice standards?
If this sentence intrigues you, then this session will be worth checking out.
In it we will ask OpenAI’s ChatGPT tool to put together instructions for building a Flow based on a use case.
We’ll check out the results together and see how it compares to current Flow best practices. You might find the results a little surprising.
Real-time communication with Account Engagement (Pardot). Marketers meet deve...CzechDreamin
What are the Benefits and costs of real-time communication built with Marketing Cloud Account Engagement (ex Pardot)?
Is Account Engagement the tool of choice when it comes to real-time communication and interaction with your clients?
In this session, we will take a closer look at 1:1 personalized communication to build with the help of APEX, flows, and of course Account Engagement.
The session will cover a description of the solution, specific use cases, learnings from such implementations, and well as the obstacles and limitations you can face once using it from the point of marketing and development.
Do not worry we are not talking about a solution that requires lots of months to build and a big team effort.
The session is designed for both marketers and developers whereas the solution needs a deep understanding of both worlds. We will speak about marketing and demonstrate the code as well.
Black Hat Session: Exploring and Exploiting Aura based Experiences, Christian...CzechDreamin
An Aura based Experience Cloud, if misconfigured, can be used to mass download all data that the Public Guest Site User can access.
If you know how to ask, the Experience Site will also tell you which Apex methods are available and what their properties are – even if the Apex method is not actually used on the site.
You can execute the Apex method, too, and get all its response data.
Put on your black hat for this session and learn how a few lines of code are enough to scan any Aura Experiences Site for weaknesses, extract all the data, and call Apex.
QR Secure: A Hybrid Approach Using Machine Learning and Security Validation F...AlexanderRichford
QR Secure: A Hybrid Approach Using Machine Learning and Security Validation Functions to Prevent Interaction with Malicious QR Codes.
Aim of the Study: The goal of this research was to develop a robust hybrid approach for identifying malicious and insecure URLs derived from QR codes, ensuring safe interactions.
This is achieved through:
Machine Learning Model: Predicts the likelihood of a URL being malicious.
Security Validation Functions: Ensures the derived URL has a valid certificate and proper URL format.
This innovative blend of technology aims to enhance cybersecurity measures and protect users from potential threats hidden within QR codes 🖥 🔒
This study was my first introduction to using ML which has shown me the immense potential of ML in creating more secure digital environments!
"NATO Hackathon Winner: AI-Powered Drug Search", Taras KlobaFwdays
This is a session that details how PostgreSQL's features and Azure AI Services can be effectively used to significantly enhance the search functionality in any application.
In this session, we'll share insights on how we used PostgreSQL to facilitate precise searches across multiple fields in our mobile application. The techniques include using LIKE and ILIKE operators and integrating a trigram-based search to handle potential misspellings, thereby increasing the search accuracy.
We'll also discuss how the azure_ai extension on PostgreSQL databases in Azure and Azure AI Services were utilized to create vectors from user input, a feature beneficial when users wish to find specific items based on text prompts. While our application's case study involves a drug search, the techniques and principles shared in this session can be adapted to improve search functionality in a wide range of applications. Join us to learn how PostgreSQL and Azure AI can be harnessed to enhance your application's search capability.
"Scaling RAG Applications to serve millions of users", Kevin GoedeckeFwdays
How we managed to grow and scale a RAG application from zero to thousands of users in 7 months. Lessons from technical challenges around managing high load for LLMs, RAGs and Vector databases.
Session 1 - Intro to Robotic Process Automation.pdfUiPathCommunity
👉 Check out our full 'Africa Series - Automation Student Developers (EN)' page to register for the full program:
https://bit.ly/Automation_Student_Kickstart
In this session, we shall introduce you to the world of automation, the UiPath Platform, and guide you on how to install and setup UiPath Studio on your Windows PC.
📕 Detailed agenda:
What is RPA? Benefits of RPA?
RPA Applications
The UiPath End-to-End Automation Platform
UiPath Studio CE Installation and Setup
💻 Extra training through UiPath Academy:
Introduction to Automation
UiPath Business Automation Platform
Explore automation development with UiPath Studio
👉 Register here for our upcoming Session 2 on June 20: Introduction to UiPath Studio Fundamentals: https://community.uipath.com/events/details/uipath-lagos-presents-session-2-introduction-to-uipath-studio-fundamentals/
"Choosing proper type of scaling", Olena SyrotaFwdays
Imagine an IoT processing system that is already quite mature and production-ready and for which client coverage is growing and scaling and performance aspects are life and death questions. The system has Redis, MongoDB, and stream processing based on ksqldb. In this talk, firstly, we will analyze scaling approaches and then select the proper ones for our system.
As AI technology is pushing into IT I was wondering myself, as an “infrastructure container kubernetes guy”, how get this fancy AI technology get managed from an infrastructure operational view? Is it possible to apply our lovely cloud native principals as well? What benefit’s both technologies could bring to each other?
Let me take this questions and provide you a short journey through existing deployment models and use cases for AI software. On practical examples, we discuss what cloud/on-premise strategy we may need for applying it to our own infrastructure to get it to work from an enterprise perspective. I want to give an overview about infrastructure requirements and technologies, what could be beneficial or limiting your AI use cases in an enterprise environment. An interactive Demo will give you some insides, what approaches I got already working for real.
Keywords: AI, Containeres, Kubernetes, Cloud Native
Event Link: https://meine.doag.org/events/cloudland/2024/agenda/#agendaId.4211
How information systems are built or acquired puts information, which is what they should be about, in a secondary place. Our language adapted accordingly, and we no longer talk about information systems but applications. Applications evolved in a way to break data into diverse fragments, tightly coupled with applications and expensive to integrate. The result is technical debt, which is re-paid by taking even bigger "loans", resulting in an ever-increasing technical debt. Software engineering and procurement practices work in sync with market forces to maintain this trend. This talk demonstrates how natural this situation is. The question is: can something be done to reverse the trend?
Northern Engraving | Modern Metal Trim, Nameplates and Appliance PanelsNorthern Engraving
What began over 115 years ago as a supplier of precision gauges to the automotive industry has evolved into being an industry leader in the manufacture of product branding, automotive cockpit trim and decorative appliance trim. Value-added services include in-house Design, Engineering, Program Management, Test Lab and Tool Shops.
Connector Corner: Seamlessly power UiPath Apps, GenAI with prebuilt connectorsDianaGray10
Join us to learn how UiPath Apps can directly and easily interact with prebuilt connectors via Integration Service--including Salesforce, ServiceNow, Open GenAI, and more.
The best part is you can achieve this without building a custom workflow! Say goodbye to the hassle of using separate automations to call APIs. By seamlessly integrating within App Studio, you can now easily streamline your workflow, while gaining direct access to our Connector Catalog of popular applications.
We’ll discuss and demo the benefits of UiPath Apps and connectors including:
Creating a compelling user experience for any software, without the limitations of APIs.
Accelerating the app creation process, saving time and effort
Enjoying high-performance CRUD (create, read, update, delete) operations, for
seamless data management.
Speakers:
Russell Alfeche, Technology Leader, RPA at qBotic and UiPath MVP
Charlie Greenberg, host
Northern Engraving | Nameplate Manufacturing Process - 2024Northern Engraving
Manufacturing custom quality metal nameplates and badges involves several standard operations. Processes include sheet prep, lithography, screening, coating, punch press and inspection. All decoration is completed in the flat sheet with adhesive and tooling operations following. The possibilities for creating unique durable nameplates are endless. How will you create your brand identity? We can help!
Lee Barnes - Path to Becoming an Effective Test Automation Engineer.pdfleebarnesutopia
So… you want to become a Test Automation Engineer (or hire and develop one)? While there’s quite a bit of information available about important technical and tool skills to master, there’s not enough discussion around the path to becoming an effective Test Automation Engineer that knows how to add VALUE. In my experience this had led to a proliferation of engineers who are proficient with tools and building frameworks but have skill and knowledge gaps, especially in software testing, that reduce the value they deliver with test automation.
In this talk, Lee will share his lessons learned from over 30 years of working with, and mentoring, hundreds of Test Automation Engineers. Whether you’re looking to get started in test automation or just want to improve your trade, this talk will give you a solid foundation and roadmap for ensuring your test automation efforts continuously add value. This talk is equally valuable for both aspiring Test Automation Engineers and those managing them! All attendees will take away a set of key foundational knowledge and a high-level learning path for leveling up test automation skills and ensuring they add value to their organizations.
Essentials of Automations: Exploring Attributes & Automation ParametersSafe Software
Building automations in FME Flow can save time, money, and help businesses scale by eliminating data silos and providing data to stakeholders in real-time. One essential component to orchestrating complex automations is the use of attributes & automation parameters (both formerly known as “keys”). In fact, it’s unlikely you’ll ever build an Automation without using these components, but what exactly are they?
Attributes & automation parameters enable the automation author to pass data values from one automation component to the next. During this webinar, our FME Flow Specialists will cover leveraging the three types of these output attributes & parameters in FME Flow: Event, Custom, and Automation. As a bonus, they’ll also be making use of the Split-Merge Block functionality.
You’ll leave this webinar with a better understanding of how to maximize the potential of automations by making use of attributes & automation parameters, with the ultimate goal of setting your enterprise integration workflows up on autopilot.
QA or the Highway - Component Testing: Bridging the gap between frontend appl...zjhamm304
These are the slides for the presentation, "Component Testing: Bridging the gap between frontend applications" that was presented at QA or the Highway 2024 in Columbus, OH by Zachary Hamm.
QA or the Highway - Component Testing: Bridging the gap between frontend appl...
Quick Start to Field Service Lightning, Paweł Dobrzynski
1. Quick Start to Field Service Lightning
Paweł Dobrzyński
pawel.dobrzynski@pwc.com
2. #CD19
Work Book (click to open)
FSL Training Workbook - CzechDreamin Prague 16th August 2019
bit.ly/FSLWorkshop
2
3. #CD19
Workshop Agenda
Introduction to a Workforce Management
Part 1: Data Model and Basic Set-up
● Object Model - “Green Energy Solutions”
● Work Orders vs Service Appointments
● Service Territory & Operating Hours
● Service Resources
● Skills & Work Types
● Test what you’ve done
Part 2: Scheduling and Work Orders
● The Guided Setup
● Scheduling Logic
● Global Actions
● Contractors & Relevance Groups
3
5. Field Service - High Level Process
Mobile Employee
● Mobile user
● Receives Work Orders from
Dispatcher
● Manages/updates job
progress
● Perform the work and report
on completion
Call Center Agent
● Desktop user
● Handles inbound cases
● Creates a Work Order
● Books appointments from the Service
Console
Dispatcher
● Desktop user
● Build/ manage jobs / mobile resources
● Optimizes job scheduling based on technician
skills, routing, etc.
● Occasional access to CRM
1 2 3
Customer
Has an Issue
7. PwC
Showtime: Smart Greenery
Put them all together
7
August 2019
In agriculture business, Smart Greenery is a new but
fast growing player. The company has a network of
greenhouses, which their customers rent to grow
their plants.
Each greenhouse is fully maintained by Smart
Greenery, who performs all services: cleaning,
technical maintenance and farming.
The status of the greenhouse is monitored 24x7 by
dedicated IoT devices that measure all key
parameters that can be also viewed by Customers via
dedicated community site.
9. #CD19
Green Energy Solutions - Meet The Customer
Green Energy Solutions (GES) specializes in residential solar systems install, repair and
maintenance in Czech Republic and Slovakia. GES is reputable in providing high-
efficiency solar panels, quality installation services and reliable maintenance.
Recently, GES is also engaged in small commercial projects.
Potential customers are welcomed to the showroom, where (by appointment) an advisor
helps them to consider the cost & benefit of installing a solar system. GES also runs a
field operation for its install, connect to grid, repair and maintenance (internal employees
and contractors).
sfdc.co/FSLTrainingWorkbook
9
10. Green Energy Solutions - Challenges
Over the past year the company experienced significant growth and is now struggling to keep
track of its workforce.
Reduced ability to provide prompt service
Complaints of poor work quality increased
Showroom appointments often booked when no consultants are available or even on site
Declining Profit Margins reported by CFO
12. #CD19
Work Orders and Service Appointments
Account
Asset
Something
needs to be done
When
- it should done
- it will be done
Who
Will do it
Where
It needs to be
done
Work Type
What
needs to be done
Skill Skill
Operating
Hours
When
It can be done
13. #CD19
Exercise 1: Set the Ground
Account
Asset
Something
needs to be done
When
- it should done
- it will be done
Who
Will do it
Where
It needs to be
done
Work Type
What
needs to be done
Skill Skill
Operating
Hours
When
It can be done
13
14. #CD19
WO, WOLIs and Service Appts
Flexible Object Model
● Service Appts require a Parent Record.
● Parent records may have many Service Appts.
● Define what the appointment is for, thru a Parent Record
● Logically separates work & visits
(what/where vs. who/when)
● To Utilize FSL’s full capability Parent Record must be
WO/WOLI
● Global Quick Actions (that are not on the SA) will always
create a WO
● WOLIs used mainly to represent stages of work (mini
projects), tasks or for billing purposes
● SA can be auto created when WO is created (depend on
Work Type settings)
14
15. Field Force Structure & Operating Hours
Service is provided in Prague and Bratislava, including a showroom in each city. Each
city has dispatchers monitoring the field’s activity.
GES plans to outsource its maintenance work to contractors.
Field employees are full time, and generally work 7AM to 4PM, Mon to Fri. Overtime is
permitted when work needs to be carried on after working hours. In any case, all work
stops at 8PM (as it gets too dark).
1. Operating Hours & Territoriessfdc.co/FSLTrainingWorkbook
17. Field Force Structure & Operating Hours
1. Operating Hours & Territories
Exercise Recap:
● New Operating Hours
● New Service Territory that uses
the new OH
19. #CD19
Object Model: Work Types, Skills, and
Resources
Work Order
Work
Type
Service
Appointment
Service
Resource
Skills
Products
Skills are areas of expertise, certifications, or
qualifications
Resources possess skills at different
proficiencies or levels
Work may require skill(s) of the resource
performs it
Work Types are templates that drive:
- Skill Requirements
- Parts Requirements
- Service Report Templates
- Linked Knowledge Articles
On the Work Order or Work Order Line Item
You can set Work Types to auto-create Service
Appointments and in addition drive;
- Estimated Work Duration
- Due Date
On the Service Appointment
19
20. Skills & Work Types
Work includes Install (Avg time to complete is 90 minutes), Connect to Grid (150
Min.), Repairs (60 min.) & Maintenance (30 min.):
GES has a commitment to complete Installs within 3 days from request creation,
Connect to Grid within 2 days, Repairs within 4 days & maintenance within 10 days.
2 & 3: Create a Skill & Work Type
21. Skills & Work Types
2 & 3: Create a Skill & Work Type
Exercise Recap:
● New Skill to Connect to Grid
● New Work Type that required the
Connect to Electric Grid skill
26. End To End Demo
Guided Setup: Rapid Implementation of Basics
27. Using The Guided Setup to Complete Initial Setup
Service is provided in Bratislava and Prague, including a showroom in each city.
Each city has dispatchers monitoring the field activity.
Work includes Install (Avg time to complete is 90 minutes), Connect to Grid (150
Min.), Repairs (60 min.) & Maintenance (30 min.):
GES has a commitment to complete Installs within 3 days from request creation,
Connect to Grid within 2 days, Repairs within 4 days and maintenance within 10
days.
4. Use The ‘Guided Setup’
28. Using The Guided Setup
4. Use The ‘Guided Setup’
Exercise Recap:
● Used Guided Setup to
create additional Service
Territories (SF, plus SF &
LA Showrooms)
● Also created Work Types
and Skills for Solar Panel
Installation, Maintenance, &
Repair
29. #CD19
Object Model - Service Resources
Work
Type
Service
Territory
Service
Resource
Skill
Absence
Capacity
● Service Resources have skills to do
certain types of work
● Create Resource Absences for vacation,
time off, training, etc.
● Define Resource Capacity, typically used
with contractor resources
○ Hours or units of work
○ Daily, weekly, and monthly time periods
for capacity
○ In date ranges (i.e. 40 hrs per week Oct 1
to Dec 31)
32
30. #CD19
Object Model - Resources
Each Resource (human or not!) must be linked to a User or Crew
Users must have FSL Permission Set Licenses
Assigned Resource Junction Object holds Travel Time details
33
31. Service Resources
5. Create Service Resources
GES has different kinds of mobile resources...
Installers are trained on install and maintenance. Several employees are ‘Experts’,
versed in all work including connecting to grid and repairs.
32. Service Resources
5. Create Service Resources
Exercise Recap:
● Added Installer and
Expert Resources
● Assigned relevant
skills to resources
33. #CD19
Object Model - Service Territory Members
The Service Territory Member defines:
● Which Territory a resource is assigned
● Home base (if different from Service Territory)
● Operating Hours (if different from Service
Territory)
● Type of Allocation (Primary, Secondary,
Relocation)
● Time Frame for the territory membership
Time Phased Service Territories
Service
Territory
Service
Territory
Member
Service
Resource
Operating
Hours
Override
36
34. Service Territory Allocations
6. Assign Resources to Service
Territories
Prague and Bratislava each have 4 field technicians.
There’s one Expert in each city.
35. Service Territory Memberships
6. Assign Resources to Service
Territories
Exercise Recap:
● Service Resources on Dispatch Console
37. Who?
When?
For Who?
What?
Where?
Scheduling Logic Defined
Enforces Business Rules & Considers Service Objectives when assigning work (service
appointments) to resources. These are combined in scenario-specific Scheduling Policies.
Allows to intelligently decide Who does What Where, When, for Who and with What, while
optimizing the decision towards predefined business KPIs.
With
What?
38. “The W6 is a simple yet powerful
concept to express just about any
service management challenge”
Prof. Moshe Ben Bassat
39. How Field Service Lightning Optimization Works
This logic is used for: Appointment Booking, Optimization, Smart Scheduling on Gantt
100s of Employees 5 Qualified Employees The Optimal Employee
Work Rules:
Yes / No Qualifiers
Who can do the job?
Skill, Location, Availability, Required
Resource, etc.
Service Objectives:
Which employee is the best
based on company KPIs?
ASAP, Minimize Travel, Minimize
Overtime, Prefer Contractors,
Preferred Skill Set
40. #CD19
Object Model - Scheduling Policies
Service
Objectives
Scheduling
Policy
Work
Rules
● Scenario specific
● Delivered as part of the Managed Package
● Out of box rules and objectives
● Scheduling Policies composed of both
(junction objects bundle them)
● Work Rules - hard qualifiers
● Service Objectives - optimize for KPIs
43
41. #CD19
Time Dimensions In Field Service Lightning
Earliest
Start
Permitted
Due
Date
Arrival
Window
Start
Arrival
Window
End
Scheduled
Start
Scheduled
End
44
42. Time Dimensions
Earliest Start Permitted <-> Due Date - The Playground!
Arrival Window Start <-> Arrival Window End - The Promise!
Scheduled Start <-> Scheduled End - The Schedule!
Actual Start - Actual End - What Really Happened!
Input
Input
Output
43. Work Rule Description
Active Resources Consider only ‘Active’ Service Resources when scheduling.
Earliest Start Permitted Schedule Service Appointments to start after the Earliest Start Permitted
Due Date Schedule Service Appointments to complete before the Due Date (customer commitment).
Scheduled Start Schedule Service Appointments to start after the Appointment Booking Arrival Window Start.
Scheduled End Schedule Service Appointments to start before the Appointment Booking Arrival Window End.
Resource Availability* *Mandatory rule. Schedule Service Appointments only to Service Resources who are available, taking into consideration their existing schedule,
absences, travel time, breaks, Operating Hours and more.
Match Territory Consider only Service Resources who belong to the Service Territory of the Service Appointment. This looks at Service Resources whose Service
Territory Members type is Primary or Relocation.
Working Territories Note: You can’t use both Match Territory and Working Territories together. Consider only Service Resources who are assigned to the Service Territory of
the Service Appointment This looks at Service Resources whose Service Territory Members type is Secondary. Tick ‘Working Location Enable Primary’ to
consider Service Territory Members that are of type Primary.
Match Skills Ensure Resources is skilled for work. Additionally, check “Match Skill Level” option on rule.
Required Resources Consider only Service Resources marked on Work Order’s Resource Preference of Type ‘Required’.
Excluded Resources Do not consider Service Resources marked on Work Order’s Resource Preference of Type ‘Excluded’.
Maximum Travel From Home Limit scheduling to a radius of distance or travel time around the Service Resource’s homebase.
Service Appointment Visiting Hours Respects business visiting hours (Operating Hours) set on Work Order when scheduling. Field value is derived from the Account’s Operating Hours.
Service Crew Resources Availability Compare Service’s Minimum Crew Size and the Crew Size of the Service Resource (of type Crew) to determine if Crew is a candidate for the job.
Video Reference
44. #CD19
● Schedule an Automatic Break to start at
certain time, config is earliest start, may
start later between appts.
● Travel Time
○ Does availability start/end at the
work site (no travel time) or the
resource’s homebase (include travel
time)?
● Enable Overtime - Check if Operating
Hours include “Extended Time”
● Fixed Gap - provide buffer at end of appt
(i.e. paperwork, wrap-up). Set time
duration in Minimum Gap.
Work Rule: Resource Availability
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45. #CD19
Objective Description
ASAP Schedule the service appt as soon as possible. Provide prompt service.
Minimize Overtime Minimize the use of overtime hours.
Minimize Travel Prefer quicker routes.
Preferred Service Resource Try to assign the job to the Service Resources marked on the Work Order’s Resource Preference of Type ‘Preferred’.
Resource Priority Prefer “high ranking” Service Resources
Skill Level Prefer least or most qualified Service Resource when assigning Service Appointments. Use Prioritize Resource field to
choose most or least.
Service Objectives
Video Reference
Optimize for business KPIs and achieve operational goals
● Use weightings to determine relative importance of objectives
● Weightings provide basis for Service Appointment grade (Ideal, Recommended)
48
47. #CD19
Scheduling Policies
High Intensity
● Useful during very high
volumes
● Productivity is the first priority;
for example, after a big storm
Scenario based combination of Rules & Objectives
Scheduling Policies can be changed from:
● The Gantt
● Per Object for Appointment Booking
● For Optimization Requests
Soft Boundaries
● Allows mobile workers to
work in other territories
● Expands service
coverage
Emergency
● Match Location rule
removed
● Used in the Emergency
Global Action
Video Reference
50
Customer First
● Balance great customer
service with minimized
travel
● Priority given to preferred
resource
● Ability to service ASAP
48. #CD19
Field Service:
World of Conflicting Goals & Objectives
Result
Result
Revenue GrowthCustomer Satisfaction
Cost Savings
Employee Satisfaction
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49. Scheduling Policies: Work Rules & Objectives
7. Scheduling Policies:
Work Rules & Service Objectives
In order of importance:
1. Assign experts to simple jobs only when no Installer is available
2. Reduce cost by avoiding overtime
3. Reduce mileage and gas expense for internal resources
4. Provide prompt service
5. If customer has a bad experience with a resource, don’t send them back
50. Scheduling Policies: Work Rules & Objectives
7. Scheduling Policies:
Work Rules & Service Objectives
52. What are Contractors and Why Use Them?
● Crowdsourcing is a
major trend in Field
Service
● Hard to manage when
not handled properly
● Amazing differentiating
functionality in FSL
today!
● Widely leveraged by
existing customers
● Usually an external
company to whom work
is outsourced
● May outsource on a
regular or infrequent
basis
● Companies typically
outsource to multiple
contractors
● Cost savings
● Growth into new
markets
● Tap into needed
expertise
● Rapid geographical
expansion
Background What? Benefits
53. Drive Contractor Operations with FSL
Challenges With Contractor Management
● Limited visibility to schedules, skills &
availability
● Harder to maintain quality of work &
meet SLAs
● Non-uniform work completion & info
capture procedures
Field Service Lighting Delivers
● Single, unified platform to manage all
resources including contractors
● Effectively include contractors in
schedule optimization
● Streamlined processes - Less
paperwork
● Visibility to as much detail provided
● Mobile option for contractors
● Communities - excellent use case
By 2020, over 40% of field service work will be
performed by technicians who are not
employees of the organization that has direct
contact with the customer. Gartner FSM MQ ‘17
54. External Workforce
GES would like to explore outsourcing to a 3rd party. They’ve decided to run a pilot In Prague
to see if costs can be decreased and the work done more efficiently.
GES has contracted Great Resources Inc who provides maintenance services to solar
power companies in LA.
GES sends the work list, and Great Resources reports back upon completion - managing its
contractors with its own scheduling system.
55. Contractors Setup
10. Contractors Setup
Great Resources Inc are located at 157a Vinohradská Prague, 130 00, Czechia
Handling Maintenance only
Great Resources Inc committed to a max of 40 hours a day Mon-Fri 9-5.
57. Scheduling Logic & Relevance Groups
Relevance Groups allow you to enforce a Work Rule or a Service Objective on specific groups
of records based on:
● Boolean on the Service Appointment record
● Boolean on the Service Territory Member record
Apply different Rules and Objectives to groups of Resources / Service Appointments
Junior Technician Contractor
Break 30 min
No Overtime
No Break
No Overtime
Senior Technician
Break 45 min
Overtime allowed
58. Scheduling Logic & Relevance Groups
11. Contractors Logic & Relevance
Groups
Each Resource may belong to ONLY ONE Resource Availability Relevance Group
Contractors will be primarily a maintenance unit, but internal mobile resources can also
handle work if the contractor is unavailable.
Great Resources Inc is contracted to only cover a 40 mile radius around its office.
59. Contractor Logic & Relevance Group
11. Contractors Logic & Relevance
Groups
Exercise Recap:
● New Work Rule applied only for
Contractors to limit their maximum
travel
● New Service Objective that will
attempt to prefer Contractor resources
(in LA for certain work)
61. Cutting-Edge, Offline-First Mobile Experience
Customizable, easy-to-use iOS and Android apps built with mobile workers in mind
iOS Android
● Purpose-built for Field Service Lightning
● Offline-first capability
● Layout driven to display relevant information
● Power processes with Workflow
● Push Notifications and Chatter
● Geolocation tracking for real-time scheduling
● Inventory Management
● Resource Absences
63. Offline Capabilities
Everything a Mobile Field Technician needs on the go
Data:
Schedule
Work Orders
Line Items
Asset
Related Objects: Feed
Cases
Account
Contact
Files
Knowledge Articles
Custom Objects
Metadata: Page Layouts
Updates merged with Server when network available
Actions, Feed, &
Signatures captured
1
3
2
Priming
Offline
Actions
Synchronization
64. #CD19
1st Class Objects
Service
Appointments
Work Orders
Assigned
Resource
Work Order Line
Items
Assets
1st Class Objects
Contact
Case
Objects we prime for offline access + we also prime associated Records
and Lists
Leads
These objects are
available offline
because they are
directly associated
with a 1st Class
Object
Custom Object
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65. #CD19
Other Objects Primed
● Knowledge articles are primed only for 1st class (WO, WOLI)
● Chatter Feed is primed for:
○ WorkOrder
○ WorkOrderLineItem
○ Case
○ ServiceAppointment
○ Product
○ ProductRequest
○ ProductRequestLineItem
○ Asset
● Feed Files are not primed
● Files Related Lists are not primed
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66. #CD19
Class Entities Object is
primed?
Associated
Objects are
primed?
Quick
Actions
Related
Lists
Chatter
Feed
First Service Appointments
Work Order
Work Order Line Item
Assets
Yes Yes Primed Yes Yes
Second Case
Product
Yes No Primed No (You can view
in SF Mobile)
No (You can view
in SF Mobile)
Third Contact
Account
Yes No Not Shown No (You can view
in SF Mobile)
No (You can view
in SF Mobile)
Fourth Anything else No (cached when
you view the record)
No Not Shown No (You can view
in SF Mobile)
No (You can view
in SF Mobile)
This is being reviewed for Spring ‘19. If you have some concerns or feedback
please mention it in the Pilot Chatter Group 73
Classes of Objects
67. #CD19
Where to look for more?
Visit: salesforce.com/fieldservicelightning
Demo VideoDatasheet eBook
FSL Trailhead
FSL Help &
Training
- Managed Package
- Mobile iOS/Android
FSL Partner
Office Hours
FSL Developer
Guide
FSL
Implementation
Guide - Winter
19
FSL
Implementation
Certification
FSL Partner
Community
Quick overview
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Need live support
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