Field Service Lightning
Deliver fast, intelligent field service when you connect your entire workforce on one platform.
Improve first-visit resolution with a complete field service solution for dispatchers, mobile workers, and managers. Deliver AI-powered scheduling and resource optimization, access to job schedules, van inventory, knowledge articles, and more — with or without internet.
Want to improve the speed and efficiency of your field service operation? Meet the features of Field Service Lightning.
Create work orders from any case, fast.
Create and manage work orders for field service operations and instantly view Knowledge articles and track SLA compliance with Milestones. Work orders are integrated with Accounts, Contacts, Assets, Cases, Entitlements, and other objects so you can pull in data across Salesforce.
Harness the power of Einstein AI to increase first-time fix rate.
With Einstein Vision, mobile employees can use image recognition to immediately identify assets and parts in images. Ensure the right product part is fixed or replaced to eliminate confusion and additional trips back to the office. Based on an image’s classification, you can automatically prescribe the right set up steps for technicians, so they can provide faster, smarter service.
Make smarter decisions.
Use Field Service Analytics to give your managers and dispatchers easy, real-time visibility into operational performance and KPIs. Drill into all your data from multiple systems, address customer complaints, and stop problems before they happen, all in one app.
Optimize schedules and intelligently assign jobs.
Instantly book truth-based service appointments from the Service Console or a Customer Community. And with intelligent scheduling, jobs are automatically assigned to the right resource based on time, skills, location, and any business rules to increase employee productivity. To ensure the right parts are available for the job, we’ve added smart scheduling and tracking of crews, equipment, and trucks.
Manage jobs from any mobile device.
The Field Service Lightning mobile app* brings the full power of on-site job management to your mobile workforce. Improve first-visit resolution by arming mobile employees with this best-in-class mobile solution that delivers job schedules, Einstein AI, visibility into van stock and inventory, knowledge articles, and real-time collaboration while they’re on the go, regardless of cell phone connectivity. This mobile app can be tailored to provide your mobile workforce with exactly what it needs.
Wafeconsulting
Consulting, Implementation and Data Migration Process
Our process has proven itself time and again, and has helped hundreds of happy clients achieve their goals. Forget waiting – let’s transform how you do business.
Discover
Phase
- Start with our Wafe strategy session where we advise you of how other companies in your industry are using Salesforce for your use case
- We collect your requirements, understand your business process and document everything in Jira
Backlog
Refine business requirements further during backlog refinement sessions.
Run Agile
Sprints
Solution Architect to solution the requirements and development team does the development work.
Sprint
Showcase
Team showcases the working software developed at the end of the sprint and gets feedback from the Client.
Deliver
Deliver the complete working software at the end of all sprints.
Agile
We’ve made it our mission to get the most out of Salesforce and deliver transformative outcomes for our clients. That means taking agile methodology to a whole new level and solving complex business challenges in the shortest time possible.