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TORRENT DETAILS
Udemy - ServicePro - Mastering Salesforce FSL
TORRENT SUMMARY
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Empowering Excellence in Field Service Management with Salesforce FSL
What you'll learn
Understand the interface and key features of Salesforce Field Service Lightning (FSL).
Learn how to efficiently schedule and dispatch field service jobs, optimizing technician routes and resources.
Master the process of creating, tracking, and updating work orders throughout their lifecycle.
Explore techniques to allocate and manage field service resources effectively, improving response times and customer satisfaction.
Discover how to leverage mobile devices for technicians, enabling real-time updates and seamless communication.
Dive into the reporting and analytics capabilities of FSL to gain insights into operational performance and customer trends.
Learn to automate repetitive tasks and customize FSL to align with your organization's unique service processes.
Understand how to keep customers informed with real-time updates and notifications regarding their service appointments.
Explore the integration between FSL and Salesforce CRM to ensure a seamless end-to-end customer service experience.
Gain insights into industry best practices for field service management, optimizing workflows and achieving service excellence.
Requirements
A fundamental understanding of Salesforce CRM concepts, navigation, and terminology will be beneficial.
Familiarity with field service operations and terminology would provide a strong foundation for grasping FSL concepts.
Proficiency in using computers, web browsers, and basic software applications is essential for navigating the course platform and Salesforce interface.
Access to a Salesforce account, preferably with Field Service Lightning enabled (sandbox or developer account) for hands-on practice.
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FILE LIST
Filename
Size
~Get Your Files Here !/1. Introduction/1. Course Overview.mp4
12.7 MB
~Get Your Files Here !/1. Introduction/1.1 ServicePro_ Mastering Salesforce FSL (1).pdf
60.3 KB
~Get Your Files Here !/1. Introduction/2. Enable Field Service In Salesforce.mp4
47.8 MB
~Get Your Files Here !/2. Field Service Agent Management/1. Operating Hours Time Slots Service Territory Service Resource.mp4
35.5 MB
~Get Your Files Here !/2. Field Service Agent Management/2. Time Sheet For Field Service Agents.mp4
53.2 MB
~Get Your Files Here !/2. Field Service Agent Management/3. Service Crew Management.mp4
93.5 MB
~Get Your Files Here !/3. Work Orders/1. Work Order Template (Work Type) And Skills.mp4
36.9 MB
~Get Your Files Here !/3. Work Orders/2. Work Order And Work Order Line Item.mp4
88.3 MB
~Get Your Files Here !/4. Field Service Scheduling Policies/1. Field Service Scheduling Policies Overview.mp4
37.6 MB
~Get Your Files Here !/4. Field Service Scheduling Policies/2. Work Rules.mp4
95.1 MB
~Get Your Files Here !/5. Dispatch Service Appoinment/1. Dispatch Console Overview.mp4
123.9 MB
~Get Your Files Here !/5. Dispatch Service Appoinment/2. Manage Service Appointments.mp4
69.5 MB
~Get Your Files Here !/5. Dispatch Service Appoinment/3. Add A New Service Area Using Polygon.mp4
33 MB
~Get Your Files Here !/5. Dispatch Service Appoinment/4. Dispatch Appointments.mp4
12.9 MB
~Get Your Files Here !/6. Preventive Maintenance/1. Track Customer Assets.mp4
50.8 MB
~Get Your Files Here !/6. Preventive Maintenance/2. Preventive Maintenance.mp4
118 MB
~Get Your Files Here !/7. Manage Access To Field Service Records/1. Manage Access To Field Service Records.mp4
68.4 MB
~Get Your Files Here !/8. Optimization/1. Field Service Optimization.mp4