How to Create Skills in Field Service
- March 30, 2023 - 11:30 AM
While you seek ways to optimize your customer service operations, it is important to ensure that you find the right person for the right job. One way to manage this is by setting up Skills in Salesforce Field Service.
On one hand, we have Skills, which essentially represent field service technicians’ areas of expertise. On the other, we have Work Types, which are templates that are used to create work orders or work order line items which in turn become service appointments. The key is to specify skills and skill requirements in your system so that it recommends the best technician for a particular job.
Join our Field Service expert, Ali Zakir, as he walks through the step-by-step process to configure Skills in Salesforce Field Service and how your business can benefit out of it. Inherited work type settings, required skills and products, auto-created service appointments, work order line items, and much more awaits you in this webinar session.
Key takeaways:
- How to set up Skills
- Assign Skills to Service Resources
- Work Types Fields for Field Service
- Required Skills (from Skill Requirements list)
- Required Products (from Product Required list)
- Work Order to Service Appointment
- Work Order Line Items
Who Should Attend
- Executive Directors
- Chief Executive Officers (CEOs)
- Chief Marketing Officers (CMOs)
- Chief Technology Officers (CTOs)
- Chief Information Officers (CIOs)
- Chief Financial Officers (CFOs)
- IT Directors
- FinancialForce Superusers
- FinancialForce Administrators
- Database Specialists
- Marketing Directors
- Membership Directors
Speaker
Ali Zakir, Service Cloud/FSL Specialist
Connect on LinkedIn
Ali Zakir is a Salesforce consultant/advocate specializing in Service Cloud and Field Service. With 25 years of experience in IT business management and operations, Ali empowers organizations to go beyond solving complex customer challenges and meeting business requirements.
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