Setup - Salesforce Field Service Initial Configuration скачать в хорошем качестве

Setup - Salesforce Field Service Initial Configuration

Efficiently Setting Up Salesforce Field Service: New Setup Menu Guide In this episode, Leigh-Anne Nugent, a field service expert, introduces the newly released setup menu in Salesforce Field Service. She walks through the entire process of configuring Salesforce Field Service efficiently using the new capability. The session covers understanding licenses, creating user profiles, setting up permissions, enabling notifications, and aligning skills with work types. Leigh-Anne also demonstrates how to handle feed tracking and data integration rules, and prepares the platform for scheduling. The episode concludes with a preview of the next steps, which include creating work types, service territories, resources, and dispatchers. 00:00 Introduction to Salesforce Field Service 00:23 Overview of the New Setup Menu 00:38 Onboarding Checklist and Initial Setup 01:11 Building the First 10% of the Solution 04:34 Creating User Profiles and Licenses 09:43 Field Service Settings and Configuration 29:12 Customizing the Field Service App 33:32 Setting Up Skills and Timesheets 40:16 Final Thoughts and Next Steps