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Trailhead

Supercharge Field Service

Salesforce via Trailhead

Overview

Increase field service team productivity with the dispatcher console.
  • Install the Field Service managed package in a Trailhead playground.
  • Use the dispatcher console to manage appointments, schedules, service resources, and maps.
  • Make your field service dispatchers more productive with a customized console.
  • Manage your schedule to maximize customer satisfaction and field service productivity.
  • Maximize your schedule to get more work done, faster.
  • Connect mobile workers to your field service organization with this all-in-one mobile app
  • Connect customers and employees with real-time visual support via mobile devices.

Syllabus

  • Install the Field Service Managed Package
    • Create a Field Service Trailhead Playground
    • Install the Managed Package
    • Build Your Team
  • Field Service Dispatcher Console for Dispatchers
    • Take a Field Service Journey
    • Explore the Dispatcher Console
    • Customize Your View
    • Manage Service Appointments
    • Handle the Unexpected
  • Dispatcher Console for Admins
    • Set Up the Dispatcher Console
    • Customize Dispatcher Console Settings
    • Add Custom Filters and Icons
    • Add a Custom Action
  • Field Service Scheduling
    • Explore Scheduling
    • Examine Scheduling Policies
    • Customize a Scheduling Policy
    • Update a Schedule
  • Field Service Optimization
    • Explore Optimization
    • Set Up Optimization
    • Plan with Global Optimization
    • Handle In-Day Changes
  • Field Service Mobile
    • Access Your Office on Your Phone
    • Set Up a Mobile Worker
    • Customize User Settings
    • Work From Anywhere
  • Visual Remote Assistant
    • See What the Customer Sees
    • Set Up Visual Remote Assistant

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