San Francisco: Field Service Lightning Campfire
September 12 @ 9:00 am - 4:00 pm
Field Service Lightning Campfire Agenda
What you’ll learn when you spend a day with us
The Field Service Lightning campfire is intended for new-to-Salesforce customers, or customers who currently use Salesforce, and are not yet using Field Service Lightning. It is considered an entry level class, and is not intended for experienced users.
*While we have a set class agenda and are unable to tailor the class to each attendees requirements, we welcome questions specific to your scenarios during the event.*
Trail 1 Field Service Lightning Guided Setup: learn all about things like Work Types & Skills, Scheduling Policies and a whole lot more
Trail 2 Meet Agent Annie: learn how to create Work Orders and book appointments from the agent side of things
Trail 3 Meet Dispatcher Dan:look at the Dispatcher’s role and how different types of resources can be scheduled
Trail 4 Meet Technician Tom: Examine at the technician’s role and how they manage different service appointments
Trail 5 Meet Customer Cara:Help your customers be able to create and manage their own appointments
Trail 6 Meet Manager Mike: Look at the manager’s role, and how they manage day-to-day reporting requirements
Learn best practices for:
Optimizing schedules as the Dispatcher
Delivering real-time insights to your Supervisors
What to bring: Please bring your laptop and power cord to participate in the hands-on exercises (no tablets please) as well as a mobile device as we will also be introducing you to the FSL mobile app.
What’s included: We will provide you with coffee, lunch and an optional happy hour at the conclusion of the event.