Salesforce Field Service Lightning

Field Service Lightning by Salesforce allows companies to deliver amazing on-site service to their customer base by connecting field and office staff, products and clientele onto one unified platform.

By uniting all moving parts onto Field Service Lightning, businesses are able to help field workers manage their schedules and offer customers efficient, effective service.

Get the right tools to schedule and manage your work orders, optimise your workflow and empower your mobile workforce.

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    What is Salesforce Field Service Lightning?

    Field Service Lightning is the extension of Salesforce Service Cloud, and provides businesses with a complete workforce management overview.

    Designed to manage all service appointments, Field Service Lightning makes scheduling and call-out coordination a breeze. Through an intuitive, easy-to-use interface, dispatchers are able to send job locations, information and requirements to field technicians, which is received via the mobile app.

    Who is Salesforce Field Service Lightning for?

    Field Service Lightning is the perfect tool for companies with a mobile workforce, such as repair or maintenance businesses, or organisations with mobile sales reps. The platform is used by:

    • Dispatchers, who arrange call-outs, coordinating the complexity of the job with the right person based on availability and proximity.
    • Field technicians, who receive information via the mobile app, complete with offline capabilities.
    • Service agents, who handle the communication with the customers.
    • Service managers, who monitor the data and deliverables, including customer volume, technician efficiency and customer satisfaction.

    Salesforce Field Service Lightning with Purus

    With numerous businesses successfully onboarded, Purus has been a leading Salesforce Field Service Lightning consultant since 2014. We offer bespoke implementation, development, support and training services that can be tailored to the needs of your business. We also provide consultation and integration services for the following Salesforce products:

    Salesforce Field Service Benefits

    Create service resources and service crews

    Represent your field technicians by adding details about their skills, availability, and service areas.

    Hyper-organised scheduling

    Schedule one-time or recurring work orders for customers, including information about technician preference and required skills and parts.

    Bespoke reports and templates

    Create maintenance plans and templates to standardise your field service tasks. Generate service reports to keep customers fully informed about their service progress.

    Get a clear view of where you can work

    Represent the regions where your technicians can work with multi-level service territories.

    Monitor everything

    Enjoy a comprehensive overview, from the location of your service technicians and customer sites to the status of product inventory, warehouses, and service vehicles.

    Salesforce Field Service Lightning Features

    Field Service Lightning Core Features

    The Field Service Lightning core features include work orders and service appointments.

    The Managed Package, which needs to be installed into an existing Salesforce organisation, offers advanced scheduling capabilities and builds on the core features. This includes:

    • A guided setup that walks you through creating Field Service records and customisation steps.
    • A scheduling optimiser. This will allocate resources to appointments in the most efficient way possible, and accounts for variables like technician skill level, travel time, location, and other factors.
    • A dynamic scheduling console that offers dispatchers and supervisors total overview of all scheduled appointments.
    • Innovative scheduling policies and triggers that help you customise your scheduling model and display preferences.

     

    Field Service Lightning Managed Package

    Field Service Lightning has three main sections that work together to give you a complete field service management solution. These include:

    • the Core Field Service Lightning features
    • the scheduling and optimisation from the Managed Package
    • a mobile app with offline capabilities for your mobile workforce

    You’re in Good Company

    Don’t just take our word for it, here are some testimonials from customers like you…

    "I'm going to do more with these guys. they understand me and have helped a lot, sometimes more than they should have, but that's what you need when you're working on a mission critical piece of software - nice job Purus."

    Ian Weston, Mark 3D

    “Great dealing with Purus! Very professional and knowledgeable in what we were trying to achieve. Would definitely use them again"

    Selina Wakleing, Cheval

    Will at Purus was very supportive (and patient) with multiple stakeholders wanting different things and with goal posts moving throughout the project. We now have a system that is robust, user friendly and an ability to input and output effectively to give a better view of our organisation.

    E-light

    "The Purus team were impeccable in their assistance with our Project, I would highly recommend them. Purus brought great experience and recommendations to our project, as well as helping us with a smooth migration."

    Katie Johnson, Aliaxis

    “We've been working with Purus for almost a year. I cannot fault their service - their staff are knowledgable, friendly and always make time to answer your questions/or address any concerns you have."

    Gemma Richie, Alamy

    "I'm going to do more with these guys. they understand me and have helped a lot, sometimes more than they should have, but that's what you need when you're working on a mission critical piece of software - nice job Purus."

    Ian Weston, Mark 3D

    Will at Purus was very supportive (and patient) with multiple stakeholders wanting different things and with goal posts moving throughout the project. We now have a system that is robust, user friendly and an ability to input and output effectively to give a better view of our organisation.

    E-light

    "I'm going to do more with these guys. they understand me and have helped a lot, sometimes more than they should have, but that's what you need when you're working on a mission critical piece of software - nice job Purus."

    Ian Weston, Mark 3D

    “Great dealing with Purus! Very professional and knowledgeable in what we were trying to achieve. Would definitely use them again"

    Selina Wakleing, Cheval

    Frequently Asked Questions

    How does Field Service Lightning work?

    Field Service Lightning is an innovative field service management tool that allows you to manage work orders, scheduling and your entire mobile workforce. Create records for each of your field service operators with details about their skills, location and availability so the appropriate agent is dispatched to the job in hand. The smart system can also track the location of inventory, vehicles and locations as well as create maintenance plans and send out reports to customers.

    How Can Salesforce Field Service Lightning support my business?

    Salesforce Field Service Lightning is a highly powerful and customisable software that has a set of features that can get your business set up with a mobile friendly field service hub. This helps your firm’s customer service team provide technical support to customers and acts as a communication channel between them both.

    Is Field Service Lightning expensive?

    Field Service Lightning pricing depends on the package you require for your business. There are affordable options for contractors, mobile employees and dispatchers, giving you just what you need to complete your jobs. For a business looking to combine mobile employee and dispatcher packages, Field Service Lightning Plus gives you everything you need. Each package is available in Enterprise and Unlimited editions.

    What are the main features of Field Service Lightning?

    Field Service Lightning has three main sections that work together to give you a complete Field Service Management solution. These include core field service lightning features, scheduling and optimisation from a managed package, along with a mobile app for your mobile workforce.