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Field Service Scheduling Optimization Implementation

Improving the efficiency of the internal business processes such as Service appointments scheduling, optimization of travel time during business trips by implementing Salesforce Field Service Scheduling Optimization

Published by jetbi
01 May 2023
Salesforce

Project description 

Client, a company providing solar services for individual and corporate customers, implemented Salesforce Field Service Scheduling Optimization to improve the efficiency of the internal business processes: Service appointments scheduling, optimization of travel time during business trips.

 

Goals

  • Optimize the work of dispatchers who spent a lot of time manually dispatching Orders;
  • Efficiently use Field Service Licenses.

 

Tasks

  • Configure existing Field Service Solution to use Scheduling Optimization;
  • Perform basic configuration of Salesforce Field Service.

 

JET BI services performed

Team accomplished consulting and configuration services including:

  • Requirements analysis;
  • Implementation of Field Service Scheduling Optimization; 
  • Configuration of polygons;
  • Configuration of Get Candidates chatter action;
  • Conducting a training session for business users;
  • Opportunity, Work Order Record Pages creation;
  • Declarative development (Flow);
  • Testing of implemented functionality according to test cases.

 

Results:

  • Field Service Scheduling Optimization successfully tested and implemented
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Expertise
JET BI TEAM
  • 1 Salesforce Certified Consultant
  • 1 Project Manager
TECHNOLOGIES
  • Salesforce
  • Field Service
PROJECT TIMELINE
  • 4 months
Question to the expert
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We have available resources to start working on your project within 5 business days

1 UX Designer

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1 Admin

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2 QA engineers

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1 Consultant

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Steps following request submission

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After receiving your request, we analyze it and we offer free online meeting slots (via email) so that we can discuss your needs in as much detail as possible

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We begin gathering all necessary requirements to create comprehensive estimates, including timelines, resource allocations, risk assessments, and underlying assumptions.

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Once all preparations are in place, we will initiate the project and move forward with the planned tasks