Salesforce Field Service

ISBN-13: 9781484295168 / Miękka / 2023 / 290 str.

Saiteja Chatrati

Spis treści

Chapter 1: Intro to Salesforce Field Service

·       Basics of Field Service and Field Service Life Cycle

·       Field Service Personas, Objects and Data Model

·       Common Field Service Terminology

·       How Salesforce can help build Field Service and understanding Salesforce Licenses

 

Chapter 2: Step by Step Field Service Implementation

·       Installing Field Service Managed App Exchange Package

·       Using Field Service Guided Setup

·       Using Dispatcher Console for dispatching Service Appointments

 

Chapter 3: Extending Field Service to Mobile

·       Configuring Field Service Mobile App

·       How Field Technicians use Mobile App

 

Chapter 4: Reporting in Field Service

·       Configure Reports and Dashboards to understand Field Service performance

 

Chapter 5: Cracking Salesforce Field Service Lightning Certification

·       Understanding exam outline, key tips and strategies

 

 

O autorze

Saiteja Chatrati is a 6X certified Salesforce consultant currently working with Slalom LLC, a platinum Salesforce partner based in Silicon Valley helping her clients reach their Salesforce goals. She holds six active Salesforce certifications including: Salesforce Field Service Lightning, Salesforce Service Cloud Consultant, Salesforce Data Architect, Salesforce Platform App Builder, Salesforce Platform Developer 1, and  Salesforce Administrator. She specializes in Salesforce Architecting, Solution Designing, Project Management, Business Analysis, Quality Assurance and Testing. As an Ranger Salesforce Trailhead member, Saiteja has many badges and super badges. Saiteja is also a certified Scrum Master (CSM) with sound knowledge of SCRUM framework and Agile principles.

Saiteja has spent several years within the Salesforce ecosystem. Being in the consulting space, she got the opportunity to design complex end to end implementations for fortune 500 organizations as well as startups. Her expertise includes architecting, solution designing, product management, business analysis and quality assurance.

You can learn more about her by visiting her LinkedIn page at https://www.linkedin.com/in/chatrati/