Ensure seamless field service operations by setting up Service Resources and Territories in Salesforce Field Service the right way.
Organize and manage field service operations - improve scheduling efficiency, and resource allocation by grouping related customers, locations, and appointments together. Streamline field service operations and make better use of available resources.
Watch this on-demand webinar session as our Salesforce Field Service expert, Ali Zakir talks about how to create and manage Service Resources and Service Territories in Salesforce Field Service.
Learn how Salesforce Field Service can help elevate your business with the right set of tools.
Content in this Webinar --------------------------------------------
00:00 Introduction of Service Resources and Territories in Salesforce
00:28 Agenda
01:02 Initial Setup for Service Resources and Territories in Salesforce
02:52 Setting Up Service Resource
05:32 Setting Up Service Resource Skills in Field Service
06:34 Adding Up Service Territories in Field Service
08:37 Setting Up Work Order
11:33 Create Service Resources
12:15 Monitoring and Customization Work Orders in Field Services
15:18 Conclusion and Contact Details
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About the Channel: This video is conducted by #AblyPro, featuring its Service Cloud and Field Service Specialist, Ali Zakir. AblyPro offers FinancialForce-managed services for enterprise clients. With 300+ Salesforce/FinancialForce experts in our arsenal catering to FinancialForce PSA & ERP requirements, AblyPro thoroughly understands your business needs and empowers you to get more out of your investment.
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4 июн 2024