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Service Appointment Generator

By Salesforce Labs

Deliver multi-day project work without crew management

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Free  

Never requires payment

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Requires
Service Cloud

The Service Appointment generator allows a planner/dispatcher to easily assemble a team of technicians to deliver service over multiple days and weeks on a single work order.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Service Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
Salesforce Field Service must be installed and setup in your org Datatable and its prerequisites of Base and Screen Packs must be installed

App Details

Version
SA Creator/Summer 2023 1.6.0
Listed On
04/24/2022
Latest Release
06/04/2023
Supported Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Lightning Ready
Editable Code
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: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
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 AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.4.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
03/03/2022

Additional Details

This package consists of: - A configurable screen that prompts the user for key parameters such as job duration, start and end dates, start times and resources and skills required - This same screen can be used to manage existing work orders to allow for needed changes to duration, dates and technician assignments- An assignment engine that generates service appointments and assigns them by role/skill to selected resources in selected territories - Compatibility with Salesforce Field Service, such that scheduling and optimization capabilities of Salesforce Field Service can be used on service appointments generated by the Service Appointment Generator component Review Installation Steps prior to installation: https://salesforce.quip.com/rZW0AMsat3JW

Need help?

Salesforce Labs

San Francisco, CA, USA

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