Setting Up Work Plans on Field Service Lightning
Автор: MasterSolve
Загружено: 2021-11-08
Просмотров: 7425
Описание:
Work plans are a feature of #Salesforce Field Service Lightning that allows you to outline the exact steps a service technician must take for a specific type of project. Work plans improve service efficiency, consistency, and safety.
This video demos how to
1. Build work plans using work plan entries (work plan entries are simply the steps that are taken in the overall plan).
2. Define work plan selection rules so your Salesforce system will automatically generate a work plan for each work order, based on pre-defined criteria.
For more information on optimizing #FieldServiceLightning, contact our team: https://mastersolve.com/contact-us/
#SalesforceFSL
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