Setup SFS Data Capture Flows: Tips and Troubleshooting скачать в хорошем качестве

Setup SFS Data Capture Flows: Tips and Troubleshooting

Exploring Salesforce Field Service & Data Capture Flows: Tips and Troubleshooting In this episode, we dive into the setup and troubleshooting of Salesforce Field Service, focusing on the organization created from the partner community. The script covers the examination and validation of various setup aspects, including notifications, document builders, appointment assistants, and mobile settings. The discussion moves into exploring deep links, completing workflows, and use case perspectives for data capture. Several challenges and potential solutions are examined, particularly the limitations of forms, data capture flows, and file uploads in the context of mobile field service usage. This video is a comprehensive guide for those looking to navigate the complexities of Salesforce's field service solutions. 00:00 Introduction and Initial Setup 01:28 Validating Notifications and Settings 02:38 Exploring Mobile Settings and Deep Links 04:06 Document Templates and Related Records 06:59 Service Reports and Asset Information 10:19 Custom Components and Work Plans 15:13 Flow Configuration and Testing 39:00 User Configuration and Permissions 42:51 Preparing for Data Capture Flow 43:18 Recap and Permissions Setup 44:50 Field Service Mobile Flow Conversion 45:22 Exploring Data Capture Experience 46:44 Creating and Testing Data Capture Flows 54:27 Troubleshooting and Debugging 01:16:10 Final Thoughts and Next Steps