Project description
Client, a company providing solar services for individual and corporate customers, implemented Salesforce Field Service Scheduling Optimization to improve the efficiency of the internal business processes: Service appointments scheduling, optimization of travel time during business trips.
Goals
- Optimize the work of dispatchers who spent a lot of time manually dispatching Orders;
- Efficiently use Field Service Licenses.
Tasks
- Configure the existing Salesforce Field Service solution to use Scheduling Optimization;
- Perform basic configuration of Salesforce Field Service.
JET BI services performed
Team accomplished consulting and configuration services including:
- Requirements analysis;
- Implementation of Salesforce Field Service Scheduling Optimization;
- Configuration of polygons;
- Configuration of Get Candidates chatter action;
- Conducting a training session for business users;
- Opportunity, Work Order Record Pages creation;
- Declarative development (Flow);
- Testing of implemented functionality according to test cases.
Results:
- Field Service Scheduling Optimization successfully tested and implemented
