Salesforce Winter 20 release has excellent feature enhancement for Field Service Executive. Mobile workers can log their hours on their mobile devices. Use Health Check to make sure your Field Service configuration aligns with our best practices. Find the right service resource for the job with Extended Match work rules.
Log Hours on the go with Mobile Time Sheets (Beta)
Mobile workers can now log their time sheets on their mobile devices. They can also view their time sheet history and see the status of time sheets under review. Field service managers can then approve time sheets in Salesforce.
How to to do this :
Navigate to Profile, and tap the Time Sheets icon. On the Current Time Sheets page, to see a time sheet, tap View Time Sheet. To create entries, tap the + sign.
The Time Sheet mobile setting must be enabled to view Time Sheets.
Stay in Shape with Health Check (Beta)
Schedule Smarter Service Appointments with Extended Match Work Rules
Map Your Reports with Icons and Colors
How to do this:
From the Dispatcher Console UI section of Field Service Settings, click Map. Select a report, a color, and an icon.
Then add it as a layer in the Gantt map.
Build Trust with Your Customers with Service Contracts and Contract Line Items in Communities
Leverage Quick Actions for Service Contracts and Contract Line Items
We can create object-specific or global quick actions to help save agents time while they work with service contracts and contract line items. For example:
- Add a quick action to service contracts, such as creating a contract line item directly from the service contract record.
- Add a quick action to contract line items, such as updating contract line item details.
- Create a global quick action in your Salesforce app to quickly create service contracts or contract line items
Extend Access to Service Contracts with Criteria-Based Sharing Rules
Manage Delivery Settings for Field Service
How to do this:
In Setup, search for Notification Builder and select Notification Delivery Settings.