SFS Office Hours March 18: Forms vs Work Plans vs Mobile Action Flows скачать в хорошем качестве

SFS Office Hours March 18: Forms vs Work Plans vs Mobile Action Flows

Welcome to the Field Service Office Hours! In this session, we explore and practice new features in Salesforce Field Service, troubleshoot common issues, and share best practices for deploying various use cases. Over the next two months, we'll cover the optimal ways to set up field service in the shortest time while highlighting all the available features. Whether on a discovery call or working on an implementation, learn how to showcase the pros and cons of each Salesforce tool. From data capture flows to work plans and mobile actions, we dive into real-time, practical examples and share indispensable tips along the way. Also, get insights on using agent force and Einstein Field Service. Join the journey to master Salesforce Field Service. 00:00 Introduction to Field Service Office Hours 00:24 Goals and Objectives 00:38 Discovery Calls and Implementation 00:59 Learning Together with Salesforce 01:36 Data Capture Flows Overview 01:59 Technical Difficulties and Troubleshooting 02:42 Forms and Work Orders 04:19 Service Appointment Check-In Flow 05:04 Comparing Data Capture Tools 06:12 Public and Private Forms 07:09 Interactive Session Rules 07:55 Form Execution and Validation 14:23 Work Plans and Actions 19:12 Mobile Actions and Extensions 23:07 Discovery Session Insights 24:54 Limitations and Future Directions 27:42 Bundles in Action 28:00 Form Data and Object Storage 29:00 Exploring Service Document Options 30:20 Child Records and Table Components 31:30 Image Upload and Compression 37:21 Managing Connected Apps and OAuth Usage 44:10 Debugging Scheduling Issues 48:09 Signature Capture and Final Thoughts