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Salesforce Field Service Lightning Implementation

There are many moving pieces in a field service business. Salesforce Field Service Lightning (FSL) allows you to manage customer tickets, work orders, scheduling, equipment, and invoicing within a single platform.

Implementing Salesforce FSL can make your field service business more efficient as dispatchers and field crews become more aligned.

Your Processes. Improved.

In any implementation, we devote the first phase of the project to learning your business and your current processes. We then partner with you in determining how Field Service Lightning can best support your day-to-day operations. With the vision documented, we configure the platform to best suit your business needs. Our project ends with training, ensuring each team member feels comfortable using the new functionality.

Strategy & Design

We work with your team to identify the system requirements and customization, then design a solution that fits your unique needs. We’ll also identify opportunities to make your current processes more efficient.

Field service agents trying to overcome field service challenges.
Salesforce customer portal

Implementation

With requirements defined, we configure the software, setting up features like the scheduling dashboard, field crew service areas, tracking for parts and equipment and templates for creating work orders.

Salesforce customer portal

Integration

Connecting Field Service Lightning to other systems can greatly extend the impact of the platform. We integrate FSL with ERP systems, external equipment databases and other software systems that tie into business operations.

Manufacturing sales man overseeing equipment on his tablet.
Salesforce Integration

Training

We provide training for system administrators and end-users with a goal of setting you up to support the solution internally by the project’s end. Training on the mobile platform is key for ensuring a strong ROI with the platform.

Salesforce Integration

Our Clients Range from SMBs to Enterprise Companies

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