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Salesforce Field Service Starter Kit
Accelerate your Field Service implementation with best practice flows
- Requires
- Sales Cloud
This package is focused on accelerating the implementation of your Salesforce Field Service project. The Starter Kit contains Templated Flows for common customized processes our customers often end up building in their implementation.
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hard to install
above
create service resource automatically is not working
very goop app, it saves a lot of time, but I am facing a problem with the 'user automation' feature as it does not automatically create a service resource. Kindly advise how can I resolve this issue.
Suggestions for additional flows
Very nice package for Starter Kit - another flow suggestion for other event: When "Scheduled Start Date" changes AFTER Dispatched Status: - due to Manual Drag&Drop or Gantt Move by Dispatcher, or - Optimized Schedule (due to previous SA completion) This could result in New Notification to Field Resource to inform new time slot.
Time Saving and Useful Guide
This is a great package, expecially the flow templates, saves a lot of time to build from scratch. It is easy to take over and extend. Would recommend to anyone who is new to Salesforce Field Service.
Useful and time saving
It really include all the basic implementation features that needs to be part of most solutions. I like the fact that the flows are templates. The picklist on the User object that assign the permissions is priceless.
I'm also having the issue where the service resource is not getting created automatically when a new user is created and one of the SFS Resource Value of 'Resource' is selected.