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.

1. Field Service Lightning Overview
Devendra Sawant
Certified Application Architect, Field Service Lightning Specialist
https://www.linkedin.com/in/devendra-sawant29/
https://twitter.com/devsawant29

2. Agenda
• What is Field Service?
• Why Field Service is Important?
• Salesforce for Field Service
• Who are the players In Salesforce Field Service?
• Field Service Lightning Core Data Model
• Dispatch Console
• Optimization & Resource Scheduling
• Field Service Mobile App
• Q & A

3. What is Field Service?
• Providing service and customer support during field visits or
dispatches
• Managing all on site installation, repair, maintenance
• Diagnosing errors or technical problems and determining proper
solutions

4. Why Field Service is Important?
WHY?
Analyze Usage
Build positive
relationships with
customers
Increase Productivity
Convert Service into
Sales
Manage Dynamic Environment
Save Money

5. Salesforce Field Service Lightning
Components
• Core Field Service Lightning features
• Scheduling and optimization from a managed package
• A mobile app for your mobile workforce

6. Who are the players In Salesforce Field Service?

7. Field Service Lightning Core Data Model

8. Dispatch Console
• Route Appointment to correct Resource
• View all appointments
• Customize your view
• See Notifications
• Dispatcher Console Map

9. Intelligent Scheduling & Optimization
• Constructing an efficient field service schedule
• Assign work based on business rules
• Optimize Single Resource Schedule
• Automated Scheduling

10. Field Service Mobile App
• View Service Appointments on a map
• Access customer and job information
• Access and update information when offline
• Scan equipment barcodes
• Capture customer signatures for service reports
• Collaborate with team using Chatter

12. Trailhead Links
• Field Service Basics
• Supercharge Field Service Lightning