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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

We have available resources to start working on your project within 5 business days

1 UX Designer

1 Admin

2 QA engineers

1 Consultant

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