A Step-by-Step Guide to Scheduling Policies in Field Service [Recording]
- April 13, 2023 - 1:00 PM
Salesforce Field Service is a comprehensive platform for scheduling policies and optimization tools, to manage field service operations more efficiently. It provides real-time intelligent scheduling, and resource allocation. Field Service enables businesses to manage their resources more effectively, minimize downtime and travel time, and improve operational efficiency. By providing faster, more reliable service, businesses enhance their customer satisfaction and reputation, which can lead to higher loyalty and revenue.
In this webinar we will specifically talk about implementing scheduling policies, using which teams can streamline processes, reduce errors, and ultimately provide better service to their customers.
Join our panelist Ali Zakir, Field Service expert, to learn how to schedule policies in Field Service to increase overall productivity. You will also learn how to configure Service Objectives and Work Rules for your field service team.
Key takeaways:
- What is Drip Feeding
- Creating a Scheduling Policy
- How to add a Work Rule
- Changing the weight of Service Objectives
- How to configure Emergency Dispatch
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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