salesforce
field service lightning
quickstart and custom implementation

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As a Salesforce partner, our success is determined by our client's success

Summit Technologies has performed a number of Field Service Lightning Quickstarts for clients in many different industries. Why should you choose Summit Technologies for your Quickstart?

  • We will provide a no-cost estimate of the cost and timeline for implementation

  • Our consulting team is 100% based in the United States and all of our consultants speak English as their first language

  • Our consultants are all certified by Salesforce

  • Each Quickstart project is assigned to a Delivery Manager as well as a consultant. Delivery Managers are our most senior delivery team members and can assist or advise when needed if more complex business needs arise

  • We have developed proprietary processes and tools to ensure successful delivery of all Quickstart projects

  • We look beyond the initial implementation to set our clients up for long-term success with recommendations for additional ways to leverage Field Service Lightning to streamline business processes through automation and integration

Our Field Service Lightning implementations are tailored to our client's needs-
here are some guidelines for cost and timeline
  • Configure users

    • Create users from list provided by client. Assign basic profile, generate passwords

    • Set up access security

    • Create custom user profiles and configure App, Tab, Field and Record Type access

  • Enable Einstein Activity Capture for OutLook or Gmail

  • Lightning Home Tab, Custom App

    • Upload client logo, create custom Salesforce App with logo

    • Clean up and customize Home tab with Lightning components based on client needs, including custom dashboard

    • Install free Tasks & Events app from App Exchange

  • Object List View and Record Detail Pages

    • Optimize Lightning page layouts based on client needs

    • Page Layout cleanup: remove unused fields and related lists

    • Create Custom List Views by Record Type as needed

    • Add custom fields as needed

  • Accounts and Contacts

    • Edit Industries, Types and Sources picklists

    • Create additional Account/Contact Record Types as needed

    • Custom page layouts for each record type

  • Create custom Reports and Dashboard charts, graphs or gauges

  • Field Service Lightning (FSL) Functionality

    • Core FSL Package Setup

      • Create permission Sets

      • Assign permissions

      • Assign service crews

      • Assign page layouts

    • Standard Object Setup or Configuration

      • Define Field Service territories (within one region)

      • Define work type and skills (up to 5 work types and 20 skills)

      • Define Field Service resources (up to 50)

      • Define Field Service dispatchers and agents (up to 25)

      • Define Field Service appointment booking

      • Define Field Service scheduling policies (up to 5)

      • TimeSheets Setup

      • Dispatch console configuration

  • FSL Mobile App

  • Page Layouts

    • FSL Service Appointment Layout

    • FSL Service Resource Layout

    • FSL Work Order Layout

    • FSL work order Line Item Layout

    • FSL operating Hours Layout

    • FSL Work Type Layout

  • Field Service User Training

    • One (1) two-hour session, delivered remotely

    • Recommended delivered as "train the trainer training" for larger organizations to empower 1-2 internal trainers

    • Recorded for Client reference

  • Dispatcher User Training

    • One (1) two-hour session, delivered remotely

    • Recommended delivered as "train the trainer training" for larger organizations to empower 1-2 internal trainers

    • Recorded for Client reference

  • Salesforce Administrator Training

    • One (1) two-hour session, delivered remotely

    • Custom Salesforce Admin training for Client IT staff or admin team, tailored to experience and interests of the Client team

    • Meant to empower in-house team to perform routine functions such as User administration, changing page layouts, creating reports and dashboards

All Quickstart services plus

  • Work with Cases, Contracts and Assets

  • Custom business process automation

  • Custom data validation rules

  • Data loading

  • Integration with ERP and/or other applications

Looking beyond implementation services? We offer integration, custom development, training and support for Field Service Lightning. 

Contact us for consultation on our full range of services

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