Salesforce Field Service Lightning Quickstart

8-16 week implementation

• 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