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    Home»Salesforce»Lightning Flow»Appointment Assistance Real Time Location Url Generation

    Appointment Assistance Real Time Location Url Generation

    Dhanik Lal SahniBy Dhanik Lal SahniMarch 16, 2024No Comments4 Mins Read
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    Appointment Assistance
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    Appointment assistance enhances customer satisfaction with self-service solutions. It allows customers to easily schedule appointments, receive real-time updates, and stay informed about onsite visits, resulting in a more convenient and efficient experience. Customers can track technicians with the help of Appointment assistance. This post will explain how customers can track technicians with the help of real-time location.

    Real-time location is generated and shared with the customer when the technician begins his/her scheduled appointment. Let us see what setting is required for real-time location URL generation.

    1. Field Service Mobile Settings
    2. Experience Cloud Site
    3. Field Service Settings
    4. Create Field Service Mobile Flow
    5. Test Page

    1. Field Service Mobile Settings

    Agent’s location is handled using his/her geolocation and is tracked using the Field Service Mobile app. We need to set up a geolocation setting in Field Service Mobile Settings. Set below properties in Field Service Mobile Settings. These settings will be used to notify customers.

    Geolocation Update Frequency in Minutes10 Mins
    Geolocation AccuracyMedium
    Collect service resource geolocation historyChecked
    Metadata Cache Time in Days7
    Picklist Time Interval in Minutes15
    Enable Limited TrackingChecked
    Send appointment notifications on assignmentChecked
    Send appointment notifications on dispatchChecked
    Status Change ModeAutomated
    Radius (in meters, 100-5000)150
    Appointment Assistance - Geolocation Setting - SalesforceCodex
    Geolocation Setting

    The settings below will help in changing the status automatically. Set up all required information based on your requirements.

    Appointment Assistance -  Status Change - SalesforceCodex
    Service Appointment Status Change

    2. Experience Cloud Site

    Create an experience cloud site for appointment assistance. This site will show real-time locations to customers. So we can mark the created site as a public site.

    We need to add a component Real-Time Location on the home page or any page like agent location. Setup below properties for the Real-time Location component.

    Show time estimateChecked
    Show mapChecked
    Show team member’s exact locationChecked
    Show team member’s infoChecked
    Show team member’s imageChecked
    Let customers reschedule appointmentsUncheck. Check if you want to give the option to reschedule the appointment.
    Let customers cancel appointmentsUncheck. Check if you want to give the option to cancel the appointment.

    Once properties are set, Publish the experience cloud site. As mentioned, You can enable public access to this page so that customers can easily track agents. This page will be used in the Field Service Setting page for generating real-time location.

    Appointment Assistance - Experience Cloud Site
    Experience Cloud Page – Real-Time Location

    3. Field Service Settings

    Set below Field Service Settings for sending agent’s real-time locations to customer. We can set the status En Route for sending notifications to the customer.

    Enable Notifications for usersChecked
    Status ( Appointment Assistant Status Update- This status is the first event for Appointment Assistant)En Route
    Appointment Assistant ETA URL ( add above-created experience cloud site page URL)Community Url Page
    Appointment Assistant Radius (The radius of the service appointment that sent the second event for Appointment Assistant.)3 Mile
    Appointment Assistant Expiration (Time after Stops the customer from seeing the mobile worker’s location.)12 Hrs
    Appointment Assistance - Appointment Assitance Notification Setting
    Appointment Assitance Notification Setting

    4. Field Service Mobile Flow

    Create a field service mobile flow for changing the status of the service appointments. We need to update the below objects in this flow

    1. Assigned Resource
    2. Service Appointment

    1. Assigned Resource

    Update LocationStatus of assigned agent to EnRoute. This will notify the customer that the agent has started for his/her appointment.

    Appointment Assistance - Assigned Resource - SalesforceCodex

    2. Service Appointment

    Update the status of the Service Appointment to En Route. It will show the service appointment is in progress.

    Appointment Assistance - Service Appointment - SalesforceCodex

    Once the flow is created, activate it. Create an action button to call this flow and add this button to the Field Service Page Layout (Service Appointment). Refer to this help document to add a button to the FSL Mobile application.

    5. Test Page

    After the above settings, when an agent changes the status to En Route, real-time location is sent to the customer using a message/phone.

    Appointment Assistance - Ream-Time Location Notification - SalesforceCodex

    Reference

    Real-Time Location in Appointment Assistant

    Set Up Field Service Appointment Assistant Real-Time Location

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    appointment assistance experience cloud experience cloud site field service field service lightning fiels service setting FSL lightning salesforce
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    Dhanik Lal Sahni
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    With over 18 years of experience in web-based application development, I specialize in Salesforce technology and its ecosystem. My journey has equipped me with expertise in a diverse range of technologies including .NET, .NET Core, MS Dynamics CRM, Azure, Oracle, and SQL Server. I am dedicated to staying at the forefront of technological advancements and continuously researching new developments in the Salesforce realm. My focus remains on leveraging technology to create innovative solutions that drive business success.

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