Salesforce Field Service Book by Saiteja Chatrati
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Salesforce Field Service

Salesforce Field Service


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International Edition


About the Book

Salesforce Field Service (formerly Field Service Lightning) connects customers, workforce, and products on a single platform to deliver exceptional on-site services. This book guides Field Service enthusiasts in creating, managing, and automating support with use cases and real-time examples.

You'll start by learning concepts of Field Service and how Salesforce can help you build a Customer Relationship Management (CRM) for your customers, internal users, and field technicians. As you advance, you'll learn the whole end-to-end life cycle of creating work orders, associating service appointments to work orders, dispatching service appointments to field technicians, and completing the work orders.

By the end of this book, you'll be able to implement Salesforce Field Service using both Desktop and Mobile apps. Full of tips and tricks, it also includes tips and tricks to crack the Salesforce Field Service Certification.

What you'll learn

- Basics of Field Service and Field Service Life Cycle

- Field Service Personas, Objects and Data Model

- Common Field Service Terminology

- How Salesforce can help build Field Service and understand Salesforce Licenses

- How to install Field Service Managed App Exchange Package

- How to use Field Service Guided Setup

- How to configure Field Service Mobile App

- How Field Technicians use Mobile App

Who This Book Is for

This book is for Salesforce admins, developers, and consultants who are looking to learn and implement Salesforce Field Service. A basic understanding of Salesforce is assumed. Coding or programming experience is not required.
About the Author: Saiteja Chatrati is a 6X certified Salesforce consultant currently working with Slalom LLC, a platinum Salesforce partner based in Silicon Valley helping her clients reach their Salesforce goals. She holds six active Salesforce certifications including: Salesforce Field Service Lightning, Salesforce Service Cloud Consultant, Salesforce Data Architect, Salesforce Platform App Builder, Salesforce Platform Developer 1, and Salesforce Administrator. She specializes in Salesforce Architecting, Solution Designing, Project Management, Business Analysis, Quality Assurance and Testing. As an Ranger Salesforce Trailhead member, Saiteja has many badges and super badges. Saiteja is also a certified Scrum Master (CSM) with sound knowledge of SCRUM framework and Agile principles.


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Product Details
  • ISBN-13: 9781484295168
  • Publisher: Apress
  • Binding: Paperback
  • Language: English
  • Returnable: Y
  • Sub Title: A Beginner's Guide to Creating, Managing, and Automating Field Service
  • Width: 234 mm
  • ISBN-10: 1484295161
  • Publisher Date: 15 Nov 2023
  • Height: 154 mm
  • No of Pages: 267
  • Spine Width: 20 mm
  • Weight: 453 gr


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