Salesforce Field Service Lightning

Monitor, track and report on all areas of distribution, from dispatching workers and their locations, to stock levels and equipment approval, even on the go with the Field Service Lightning mobile app.

Top Uses

Geolocation tracking
Track and monitor stock
Dispatch and track workers
Smarter routing

What is Salesforce Field Service Lightning?

Salesforce Field Service Lightning for workers

Let our experts help you to efficiently organise your work-force with Salesforce Field Service Lighting features for dispatching and tracking workers.
Our qualified team optimise the platform to allow new ways of both tracking appointment statuses and scheduling service appointments when needed. We have helped many customers streamline their worker distribution processes and provided clarity for day to day progression.

Salesforce Field Service Lightning for equipment

Our professional team is well versed in configuring and personalising Salesforce Field Service Lightning to improve processes for production. Providing the ability to work faster and smarter in areas such as dispatching and approving equipment usage in real time from wherever you are.
Using geocoding, our developers can provide you with the clarity to track vehicle locations to always be on top of current workings and provide updates go the go.
Create detailed reports and utilise automation capabilities to not only track and monitor product stock levels, but receive alerts for when they are low. We can even show you how to trigger an email to the relevant member of staff to take action when thresholds are reached.

Salesforce Field Service Lightning uses

With the ability to create templates and maintenance plans to ensure consistency and standardisation, our team optimise Salesforce Field Service Lighting for all your users whether they are out in the field, at their desk or wherever else they may be.
Once configured, the platform can even be used offline to ensure no users are missing out, even those in signal dead zones out and about, meaning nothing is ever missed or forgotten, as the need to update at a later time is eradicated.
Get in contact to find out how to get the most out of Salesforce Field Service Lighting for your business. Why not learn more about the amazing features capable on the platform with our Overview of Field Service Lightning blog post.

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Salesforce Field Service Lightning Questions

Find out the answers to questions we’re asked every day below or why not submit your own by getting in touch with us. We’re happy to answer any queries you may have.

What are the Core Features included in Salesforce Field Service Lightning?

The Field Service Lightning core features allow users to record, track and report on inventory, workers and other necessary workings from wherever needed. The mobile app provides the same clarity and updates to workers out in the field, as those in the office.

Use the core system to plan and organise your workload, from setting skill sets and working hours for staff, to tracking performed jobs and inventory. Create detailed reports from the data you have collected and analyse areas for improvement and future planning.

Does the Salesforce Field Service Lightning mobile app work for both iOS and Android?

The Field Service Lightning mobile app is compatible with both iOS and Android and can be used both online and offline to help workers out and about. Users can check and create updates from wherever they are, as well as collect customer signatures and track stock levels and upcoming jobs.

What is smart routing in Field Service Lightning?

There are several types of routing functions available in Field Service Lightning, the default being ‘aerial routing’, used to estimate travel times. Aerial routing works by calculating the distance between two locations in a straight line, the accuracy of which can be improved with ‘street-level routing’ which provides an expected travel time based on road lengths and permitted speed. The use of the ‘predictive travel’ function enhances routing accuracy even further by accounting for the time of day and other affecting complications. These functions allow for minimised travel times and frustrations between appointments to keep workers in the loop and happy.

How can Field Service Lighting help with my facility management?

The ability to take Salesforce Field Service Lightning with you provides the freedom to keep track of everything that is happening in all parts of the business. Users can use the app offline to make updates and changes then and there, which will be visible to everyone as soon as it is back online. Eliminating the need to write notes for updating later, saves time and reduces mistakes by recording actions as they happen, rather than after the fact.

Freely roam the facility and check off tasks as you go as well as monitor staff members progression in doing the same. Track staff and customers on location with real time updates and alerts to always be organised and precise when managing any facility.

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