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Salesforce Field Service Starter Kit

Accelerate your Field Service implementation with best practice flows

Free  

Never requires payment

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Requires
Sales Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
Latest Field Service managed package installed in the org: https://fsl.secure.force.com/install

App Details

Version
Salesforce Field Service Starter Kit/SFS Starter Kit V2 4.0.0
Listed On
04/17/2021
Latest Release
01/09/2023
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 3
App Builder: 1
Community Builder: 1
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
4.0.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
12/24/2020

Additional Details

Field Service Starter Kit contains 13 features that you can easily enable, test, and roll out to your users. With Status Based Flows, you can capture the time of when a job was started and ended, using them to create Actual Vs. Planned reports. You can also use it to update your Gantt schedule in real time, so that the schedule reflects what is really going on in the field instead of what was planned. Custom Notifications are a great way to alert your mobile workers on important changes to their schedule so they could respond in a timely manner. Notifications included in the Starter Kit include alerts when an emergency is dispatched, notification when an appointment has been cancelled, and notification to share a new work order with a mobile worker. General Flows helps you assign or remove Field Service permissions and permission set licenses, automate recording the assigned resource on the service appointment, create an asset maintenance plan for newly installed assets, and more. Have a great idea for a new feature to include in the Starter Kit? Join the Starter Kit community group and let us know!

Need help?

Salesforce Labs

San Francisco, CA, USA