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Field Service Lightning Quick Start Package


Completion Timeline:
Approximately 4 Weeks

Call (800) 951-7651 or email for more information.

Project Kickoff and Business Process Reviews

    We’ll discuss your finalized goals for Salesforce, including a customization plan for your sales process.

Service Region & Workforce Setup

    We’ll configure your regions, service territories, and locations to track service work by geography. We’ll model your work areas to also include warehouses, vans, or work sites if needed.

Workforce & Time Tracking Setup

    Workforce & Time Tracking Setup

Work Orders & Inventory Management

We’ll configure work orders for tracking service requests & tickets based on customer records, including work order templates. We’ll also configure inventory management to view the storage, request, transfer, and usage of every item in stock.

Salesforce Training

We’ll perform a custom, one-hour webinar training session of your Salesforce application.

Ready to get started? We can help.


  ☆☆☆☆☆ 5/5 AppExchange Reviews Rating

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