Salesforce field service lightning

Our Salesforce experts will help you set up Field Service Lightning according to your unique business needs, so you can automate field operations, optimise your resources and offer excellent customer service.

Salesforce Field Service Lightning improves first-visit resolution with a complete field service solution for dispatchers, mobile workers, and managers. It delivers AI-powered scheduling and resource optimisation, access to job schedules, van inventory, knowledge articles, and more — with or without internet.

At WHISHWORKS we will set up the Field Service features according to your unique business needs. This includes installing the Field Service Lightning managed package and Field Service Lightning mobile app. We’ll help you get complete control and visibility over your open cases, optimise your resources and offer excellent customer service.

  • Core Features

    When Field Service Lightning is enabled, you gain access to a suite of standard objects that you can find in Setup and as tabs in Salesforce. These objects make up the core field service features, including work orders and service appointments.

  • Managed Package

    The Field Service Lightning managed package builds on the core features and includes a Guided Setup tool, a dynamic scheduling console, a scheduling optimizer and scheduling policies and triggers.

  • Mobile App

    The offline-friendly Field Service Lightning mobile app for iOS and Android makes work a pleasure for technicians in the field. App users can update work orders, track parts, gather customer signatures, and connect with dispatchers from their mobile devices.