Install and Setup Field Service Lightning

What is Salesforce Field Service Lightning?

Salesforce Field Service Lightning (FSL) is a Salesforce product that connects customers, workforce, and products to deliver exceptional on-site services. It allows customer support teams to delegate work intelligently to field service technicians and monitor them constantly. FSL combines three essential elements of a business: customers, products, and workforce. Features include accurate time schedules, recognition of individual technician abilities, electronic signature facility, easy service management by supervisors through map views or Gantt graphs, and configurable work structure, service guidelines, and basic requirements. FSL is available in Enterprise, Performance, and Unlimited editions.

Enable Field Service Lightning

• Go to Setup → Enter Field Service in the Quick Find box → Select Field Service Settings.
• Enable the Field Service toggle button; once enabled, a list of configurations allows the admin to control various FSL settings.

Install the Managed Package

• To install FSL managed package navigate to this link:https://fsl.secure.force.com/install
• Select ‘Install in Production or Sandbox’ based on the environment you’re using.
• Select ‘Install for Admins Only’ and approve the request to provide access to third-party sites which is needed for street-level routing and optimization services to function.
• You’ll receive an email notification once the installation is complete.

Once the package is installed, you will be able to see the apps for Field Service Lightning.

• The Field Service app for dispatchers. The Field Service tab in this app leads to the dispatcher console where dispatchers can manage their service schedules.

• The Field Service Admin app is for administrators. The Field Service Settings tab in this app leads to the managed package settings like manage scheduling, optimization and dispatcher console settings.

Setup Field Service Users and Permission Sets

To set up the field service users, the FSL-managed package comes up with the permission sets. Below is the list of Roles/Users and the Permission Sets needed for each of the roles.

Installing Permission Sets

App Launcher ➡️ Field Service Admin app ➡️ Field Service Settings tab ➡️ Permission Sets sub tab. All the in-built permission sets are listed here, click Create Permissions on all of the tiles and Save. That’s it! All of our permission sets are created now.

Configure Users

Setup ➡️ Permission Sets ➡️ Field Service Admin Permissions ➡️ Manage Assignments ➡️ Add Assignments and choose the user who will be taking care of your FSL admin role and click Assign.All done! In a similar way, you can configure every player of your FSL team.

Conclusion

Great! You've made progress in setting up and configuring Field Service Lightning (FSL) in Salesforce. Keep in touch, we will deep dive into the FSL features in our upcoming blogs. For more clarification, visit www.aintiram.com