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Integrate Digital Delivery and Human Connection

Types of Salesforce Integration

Types of Salesforce Integration: A Comprehensive Guide As a leading CRM platform, Salesforce is often required to integrate with other systems to deliver a seamless experience and ensure efficient business operations. Whether it’s syncing data, automating workflows, or enabling real-time communication, Salesforce provides robust integration methods tailored to various needs. In this guide, we’ll explore the different types of Salesforce integrations, their practical applications, and how to choose the right approach for your business. Why Integrate Salesforce? Integrating Salesforce with other systems empowers businesses to: Types of Salesforce Integration 1. Data Integration Ensures data consistency between Salesforce and external systems, enabling seamless synchronization. 2. Process Integration Links workflows across systems, ensuring actions in one system trigger automated processes in another. 3. User Interface (UI) Integration Combines multiple applications into a single interface for a unified user experience. 4. Application Integration Connects Salesforce with external apps for real-time data exchange and functional synchronization. 5. Real-Time Integration Facilitates instant synchronization of data and events between Salesforce and external systems. 6. Batch Integration Processes large data volumes in chunks, typically during off-peak hours. 7. Hybrid Integration Combines multiple integration types, such as real-time and batch, to handle complex requirements. Tools for Salesforce Integration Native Salesforce Tools: Third-Party Tools: Best Practices for Salesforce Integration Conclusion Salesforce integration is essential for streamlining operations and unlocking business potential. With options like data, process, and real-time integration, Salesforce offers the flexibility to meet diverse needs. By adopting the right integration approach and adhering to best practices, businesses can create a unified, efficient ecosystem, enhancing operations and improving customer experience. Whether integrating with ERP systems, marketing tools, or support platforms, Salesforce provides the tools to make integration seamless and impactful. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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lightning web picker in salesforce

Lightning Record Picker in Salesforce

The lightning-record-picker component enhances the record selection process in Salesforce applications, offering a more intuitive and flexible experience for users. With its ability to handle larger datasets, customizable fields, and strong validation features, it is a powerful tool for developers to incorporate into their Salesforce applications.

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Salesforce Success Story

Case Study: Children’s Hospital Use Cases

In need of help to implement requisite configuration updates to establish a usable data model for data segmentation that supports best practices utilization of Marketing Cloud features including Contact Builder, Email Studio and Journey Builder.

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Financial Services Cloud and Core

Financial Services Cloud and Core

Remember When Salesforce First Launched Financial Services Cloud in 2016? The managed package introduced a standardized data model that transformed how banks, credit unions, and implementation partners utilized Salesforce. It was a game-changer! But Salesforce hasn’t stopped innovating. Since 2019, they’ve been enhancing the core platform to meet demands for greater performance and flexibility. Now, in 2024, Salesforce has rolled out its biggest core release yet: Financial Account Management Standard Objects. This strategic update could redefine how financial data is managed within Financial Services Cloud (FSC). Understanding these updates is essential for all FSC users. The introduction of standard objects signals a major shift in the platform. Staying informed ensures that your institution remains innovative and fully leverages Financial Services Cloud. Let’s explore what’s changing and why it matters. 1. A New Era for Financial Accounts Say goodbye to limitations and hello to flexibility! The core platform introduces a modern way to manage financial accounts: The elimination of financial account triggers is a huge win for performance. Salesforce’s new data model is designed to handle real-time integrations, which can be a game-changer for many institutions. But real-time integration isn’t necessary for everyone. Depending on your organization’s needs, you might find that a combination of batch integration, on-demand integration, and data visualization works best. If you’re dealing with slow nightly batch data loads due to financial account triggers, exploring the new standard objects could be the solution to your performance woes. 2. Core Offers Benefits for Everyone 3. The FSC Managed Package is Still Supported Salesforce has reassured customers that the FSC Managed Package will continue to be supported. However, with Core advancements, Salesforce is re-evaluating its long-term strategy to provide more streamlined and scalable solutions. While migration to Core isn’t mandatory, Salesforce’s ongoing focus on this new architecture suggests that aligning with the core platform may offer increasing benefits over time. To stay ahead of the curve and access the latest features, it’s wise to explore the potential advantages of migration. Tectonic can help assess your current environment, weigh the benefits of moving to Core, and develop a strategy that aligns with your business goals. 4. Exciting Core Enhancements Core introduces powerful new features that simplify financial data management, such as: 5. The Future Is Core, and You Need the Right Partner to Chart Your Course Salesforce’s shift toward Core highlights the platform’s future direction. While the managed package remains relevant for now, Core offers a more modern, flexible solution for managing financial data. To make the most of these changes and ensure a smooth transition, partnering with an experienced team like Tectonic is crucial. Transitioning to Core requires careful planning. Here’s a roadmap to guide you: Ready to Explore the Power of Core? Contact Tectonic today to learn how we can help guide your transition to Core and capture the full potential of these new features to drive your business forward. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Service Cloud Digital Engagement

Service Cloud Digital Engagement

Salesforce Enhances Service Cloud Digital Engagement for Unified Customer Interactions Salesforce has unveiled new enhancements to Service Cloud Digital Engagement, aimed at unifying unstructured conversational data from various digital channels, departments, and devices within a single platform. Built on the Einstein 1 Platform, these enhancements enable service leaders to gain a more holistic view of customers, enhancing the value delivered in every interaction. Importance of Enhancements Detailed Enhancements Service Cloud Digital Engagement is designed to deliver seamless, personalized conversational experiences across channels at scale. By connecting to Salesforce Data Cloud, which unifies structured and unstructured enterprise and customer data, companies can engage in more meaningful conversations. Key enhancements include: With Service Cloud built on the Einstein 1 Platform, companies can integrate sales, service, and marketing data into one platform, facilitating more relevant customer experiences and driving business growth. Salesforce’s Perspective Kishan Chetan, EVP & GM of Service Cloud, commented, “As customers interact with companies across more touch points and channels, they are looking for more personalization and a higher-touch experience. With Service Cloud built on the Einstein 1 Platform, companies can bring in sales, service, and marketing data on one platform to deliver more relevant customer experiences and drive business growth.” Customer Reactions Olivia Boles, Director of Operations Projects at PenFed, said, “Being able to see all the communication — chat transcripts, emails, phone calls — on the member’s profile page has totally transformed the agent and member experiences.” Availability Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Custom List Views With LWC and Apex

Custom List Views With LWC and Apex

Creating a Custom List View in Salesforce Using LWC and Apex In this blog post, we’ll guide you through the process of creating a custom list view in Salesforce using Lightning Web Components (LWC) and Apex. This will enable you to fetch, display, and print Task records based on specific filters. We’ll cover the step-by-step development of the Apex controller, LWC component, and the creation of a list layout button to enhance your Salesforce interface. Prerequisites Step 1: Create a Visualforce Page Start by creating a Visualforce page that connects to the LWC, named ListviewPage. htmlCopy code<apex:page standardController=”Task” recordSetVar=”tasks” extensions=”CustomListViewInLwcCtrl”> <apex:includeLightning /> <style> #lightning { height: 100vh; } @media print { #lightning { height: auto; overflow: visible; } .print-section { height: auto; overflow: visible; } } </style> <div id=”lightning”></div> <script> console.log(‘work6’); var filterId = ‘{!filterId}’; console.log(‘Filter ID:’, filterId); $Lightning.use( “c:ExampleLWCApp”, function() { $Lightning.createComponent( “c:listviewpage”, { ‘filterId’: filterId }, “lightning” ); } ); </script> </apex:page> Step 2: Create an Aura Component htmlCopy code<aura:application extends=”ltng:outApp”> <aura:dependency resource=”listviewpage” /> </aura:application> Step 3: Create an Apex Controller Next, you’ll need an Apex controller to manage the fetching of list views and their associated records. apexCopy codepublic with sharing class CustomListViewInLwcCtrl { private String filterId; public CustomListViewInLwcCtrl(ApexPages.StandardSetController controller) { filterId = controller.getFilterId(); System.debug(‘FilterId–> ‘ + filterId); } public String getFilterId() { return filterId; } @AuraEnabled(cacheable = true) public static List<ListView> fetchTaskListView(String objectApiName) { try { return [ SELECT Id, Name, DeveloperName FROM ListView WHERE SObjectType = :objectApiName ORDER BY DeveloperName ASC ]; } catch (Exception e) { System.debug(‘Error fetching list views: ‘ + e.getMessage()); return new List<ListView>(); } } @AuraEnabled(cacheable = true) public static List<sObject> getTaskListviewRecord(String objectName, String listViewId, String limitsize, String offsize) { // Logic to fetch Task records } @AuraEnabled(cacheable = true) public static List<Map<String, String>> getTaskListviewLabel(String objectName, String listViewId) { // Logic to fetch Task record labels } } Step 4: Create a Lightning Web Component Create the LWC listviewPage that will interact with the Apex controller. HTML Template htmlCopy code<template> <div class=”slds-grid slds-wrap” style=”width: 280px;”> <div class=”slds-m-around_medium”> <lightning-combobox name=”listViewSelect” label=”Select List View” value={selectedListView} placeholder=”Select a List View” options={listViewOptions} onchange={handleListViewChange}> </lightning-combobox> </div> </div> <br> <div class=”slds-grid slds-wrap”> <div class=”slds-col slds-size_1-of-4″></div> <div class=”slds-col slds-size_3-of-4 slds-text-align_right”> <lightning-button variant=”brand” label=”Print” onclick={handlePrint}></lightning-button> </div> </div> <br> <div if:true={isLoading}> <lightning-spinner alternative-text=”Loading”></lightning-spinner> </div> <template if:false={isLoading}> <div class=”print-section”> <template if:true={records.length}> <lightning-datatable key-field=”Id” data={records} columns={columns} hide-checkbox-column></lightning-datatable> <div class=”slds-m-top_medium slds-text-align_center”> <lightning-button-group> <lightning-button class=”previous” label=”Previous” onclick={handlePrevious} disabled={disablePrevious}></lightning-button> <lightning-button class=”next” label=”Next” onclick={handleNext} disabled={disableNext}></lightning-button> </lightning-button-group> </div> </template> <template if:false={records.length}> <div class=”slds-text-align_center”> No records to display </div> </template> </div> </template> </template> JavaScript Controller javascriptCopy codeimport { LightningElement, track, wire, api } from ‘lwc’; import fetchListView from ‘@salesforce/apex/CustomListViewInLwcCtrl.fetchTaskListView’; import getTaskListviewRecord from ‘@salesforce/apex/CustomListViewInLwcCtrl.getTaskListviewRecord’; import getTaskListviewLabel from ‘@salesforce/apex/CustomListViewInLwcCtrl.getTaskListviewLabel’; const PAGE_SIZE = 100; export default class ListviewPage extends LightningElement { @api filterId; @track listViewOptions = []; @track selectedListView = ”; @track records = []; @track columns = []; @track isLoading = true; @track limitsize = PAGE_SIZE; @track offset = 0; connectedCallback() { console.log(‘Filter ID:’, this.filterId); } @wire(fetchListView, { objectApiName: ‘Task’ }) fetchListViewHandler({ data, error }) { if (data) { this.listViewOptions = data.map(listView => ({ label: listView.Name, value: listView.Id })); this.selectedListView = this.filterId || this.listViewOptions[0].value; this.fetchRecords(); } else if (error) { console.error(‘Error fetching list views:’, error); } } fetchRecords() { this.isLoading = true; getTaskListviewRecord({ objectName: ‘Task’, listViewId: this.selectedListView, limitsize: this.limitsize.toString(), offsize: this.offset.toString() }) .then(result => { console.log(`${result.length} records`, result); this.records = this.formatRecords(result); this.fetchLabels(); }) .catch(error => { console.error(‘Error fetching records:’, error); this.records = []; this.isLoading = false; }); } formatRecords(records) { return records.map((record, index) => ({ …record, Count: this.offset + index + 1, // Additional field mappings })); } fetchLabels() { getTaskListviewLabel({ objectName: ‘Task’, listViewId: this.selectedListView }) .then(labels => { this.columns = [ { label: ‘ ‘, fieldName: ‘Count’, type: ‘number’ }, …labels.map(labelInfo => ({ label: labelInfo.label, fieldName: labelInfo.fieldApiName, type: ‘text’ })) ]; this.isLoading = false; }) .catch(error => { console.error(‘Error fetching labels:’, error); this.isLoading = false; }); } handleListViewChange(event) { this.selectedListView = event.detail.value; this.offset = 0; this.fetchRecords(); } handlePrint() { if (confirm(‘Are you sure you want to print?’)) { window.print(); } } handlePrevious() { if (this.offset >= PAGE_SIZE) { this.offset -= PAGE_SIZE; this.fetchRecords(); } } handleNext() { this.offset += PAGE_SIZE; this.fetchRecords(); } get disablePrevious() { return this.offset === 0; } get disableNext() { return this.records.length < PAGE_SIZE; } } Step 5: Handle Remote Site Settings To allow your Apex class to make callouts, add your Salesforce org’s URL to the Remote Site Settings: Step 6: Create a List Layout Button To create a button that opens your custom list view Visualforce page: Conclusion This custom list view component in Salesforce allows for enhanced record handling, display, and printing, offering greater flexibility than the standard list views. By leveraging LWC and Apex, you can create a tailored experience for your users, improving their efficiency and overall satisfaction. If this was tl;dr, contact Tectonic for assistance today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Python Alongside Salesforce

Python Alongside Salesforce

Salesforce can integrate with Python, though the platform primarily relies on its proprietary languages and frameworks for core development. Python, however, plays a crucial role in enhancing Salesforce’s capabilities through integrations, automation, data analysis, and extending functionalities via external applications. Here’s an overview of how Python works within the Salesforce ecosystem: 1. Salesforce’s Core Development Stack Before exploring Python’s use, it’s important to understand the key development tools within Salesforce: These tools are the foundation for Salesforce development. However, Python complements Salesforce by enabling integrations and automation that go beyond these native tools. 2. Python in Salesforce Integrations Python shines when integrating Salesforce with other systems, automating workflows, and extending functionality. Here’s how: a. API Interactions Salesforce’s REST and SOAP APIs allow external systems to communicate with Salesforce data. Python, with its powerful libraries, is excellent for interfacing with these APIs. Key Libraries: Example: Extracting Data via API: pythonCopy codefrom simple_salesforce import Salesforce # Connect to Salesforce sf = Salesforce(username=’your_username’, password=’your_password’, security_token=’your_token’) # Query Salesforce data accounts = sf.query(“SELECT Id, Name FROM Account LIMIT 10”) for account in accounts[‘records’]: print(account[‘Name’]) b. Data Processing and Analysis Python’s data manipulation libraries like Pandas and NumPy make it ideal for processing Salesforce data. Example: Data Cleaning and Analysis: pythonCopy codeimport pandas as pd from simple_salesforce import Salesforce # Connect to Salesforce sf = Salesforce(username=’your_username’, password=’your_password’, security_token=’your_token’) # Fetch data query = “SELECT Id, Name, AnnualRevenue FROM Account” accounts = sf.query_all(query) df = pd.DataFrame(accounts[‘records’]).drop(columns=[‘attributes’]) # Process data df[‘AnnualRevenue’] = df[‘AnnualRevenue’].fillna(0) high_revenue_accounts = df[df[‘AnnualRevenue’] > 1000000] print(high_revenue_accounts) 3. Automation and Scripting Python can automate Salesforce-related tasks, improving productivity and reducing manual effort. This can involve automating data updates, generating reports, or scheduling backups. Example: Automating Data Backup: pythonCopy codeimport schedule import time from simple_salesforce import Salesforce def backup_salesforce_data(): sf = Salesforce(username=’your_username’, password=’your_password’, security_token=’your_token’) query = “SELECT Id, Name, CreatedDate FROM Contact” contacts = sf.query_all(query) df = pd.DataFrame(contacts[‘records’]).drop(columns=[‘attributes’]) df.to_csv(‘contacts_backup.csv’, index=False) print(“Salesforce data backed up successfully.”) # Schedule the backup schedule.every().day.at(“00:00”).do(backup_salesforce_data) while True: schedule.run_pending() time.sleep(1) 4. Building External Applications Using platforms like Heroku, developers can build external applications in Python that integrate with Salesforce, extending its functionality for custom portals or advanced analytics. Example: Web App Integrating with Salesforce: pythonCopy codefrom flask import Flask, request, jsonify from simple_salesforce import Salesforce app = Flask(__name__) @app.route(‘/get_accounts’, methods=[‘GET’]) def get_accounts(): sf = Salesforce(username=’your_username’, password=’your_password’, security_token=’your_token’) accounts = sf.query(“SELECT Id, Name FROM Account LIMIT 10”) return jsonify(accounts[‘records’]) if __name__ == ‘__main__’: app.run(debug=True) 5. Data Integration and ETL Python is commonly used in ETL (Extract, Transform, Load) processes that involve Salesforce data. Tools like Apache Airflow allow you to create complex data pipelines for integrating Salesforce data with external databases. Example: ETL Pipeline with Airflow: pythonCopy codefrom airflow import DAG from airflow.operators.python_operator import PythonOperator from simple_salesforce import Salesforce import pandas as pd from datetime import datetime def extract_salesforce_data(): sf = Salesforce(username=’your_username’, password=’your_password’, security_token=’your_token’) query = “SELECT Id, Name, CreatedDate FROM Opportunity” opportunities = sf.query_all(query) df = pd.DataFrame(opportunities[‘records’]).drop(columns=[‘attributes’]) df.to_csv(‘/path/to/data/opportunities.csv’, index=False) default_args = { ‘owner’: ‘airflow’, ‘start_date’: datetime(2023, 1, 1), ‘retries’: 1, } dag = DAG(‘salesforce_etl’, default_args=default_args, schedule_interval=’@daily’) extract_task = PythonOperator( task_id=’extract_salesforce_data’, python_callable=extract_salesforce_data, dag=dag, ) extract_task 6. Machine Learning and Predictive Analytics Python’s machine learning libraries, such as Scikit-learn and TensorFlow, enable predictive analytics on Salesforce data. This helps in building models for sales forecasting, lead scoring, and customer behavior analysis. Example: Predicting Lead Conversion: pythonCopy codeimport pandas as pd from sklearn.model_selection import train_test_split from sklearn.ensemble import RandomForestClassifier from simple_salesforce import Salesforce # Fetch Salesforce data sf = Salesforce(username=’your_username’, password=’your_password’, security_token=’your_token’) query = “SELECT Id, LeadSource, AnnualRevenue, NumberOfEmployees, Converted FROM Lead” leads = sf.query_all(query) df = pd.DataFrame(leads[‘records’]).drop(columns=[‘attributes’]) # Preprocess and split data df = pd.get_dummies(df, columns=[‘LeadSource’]) X = df.drop(‘Converted’, axis=1) y = df[‘Converted’] X_train, X_test, y_train, y_test = train_test_split(X, y, test_size=0.2, random_state=42) # Train model model = RandomForestClassifier(n_estimators=100, random_state=42) model.fit(X_train, y_train) # Evaluate accuracy accuracy = model.score(X_test, y_test) print(f”Model Accuracy: {accuracy * 100:.2f}%”) 7. Best Practices for Using Python with Salesforce To maximize the efficiency and security of Python with Salesforce: 8. Recommended Learning Resources By leveraging Python alongside Salesforce, organizations can automate tasks, integrate systems, and enhance their data analytics, all while boosting productivity. Content updated August 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Service Cloud

Improved Agent Efficiency With Salesforce Service Cloud Customization

Are your service representatives finding the Lightning Service Console too cluttered? Salesforce Service Cloud customization to the rescue! Whether you’re planning to optimize your Service Cloud or seeking quick enhancements for your service team, there’s a plethora of features and tips available to boost the efficiency of your Service Cloud. If you haven’t implemented a console app for your customer service teams yet, you’re overlooking valuable time-saving functionalities. Console features differ slightly between Lightning and Classic. This guide focuses on the Service Cloud Lightning Console – for Classic feature details, refer to Salesforce Help or contact Tectonic. Split View with Salesforce Service Cloud Customization: Console Navigation: Workspace Tabs and Subtabs: Utility Bar Features: Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Field Service

Salesforce Field Service Explained

As an expansion of Service Cloud, Salesforce Field Service offers an all-encompassing perspective on workforce management. In straightforward terms, when a customer requests a new cable service, the cable installer will be on-site. The coordination of their current location, destination, and the quantity of cable in their vehicle is seamlessly handled through Field Service Lightning. Key features encompass appointment scheduling, dispatching technology, territory management, and a mobile app designed to assist field service technicians. Power the future of field service with the #1 AI platform for field service. Enhance customer engagement with real-time personalization, optimize field teams with our best in class scheduling engine and access to offline data, and improve field visits with the help of trusted AI built on the Einstein 1 Platform. Salesforce Field Service provides optimal access to and for field service agents. Prework Brief Accelerate service delivery, enhance customer satisfaction, and boost overall efficiency by giving your mobile workers vital customer data, asset history, and service records prior to each job. With summarized insights that include equipment maintenance and past customer interactions, prework briefs help mobile workers prioritize onsite tasks and grasp the broader context for meeting contract terms. Onsite Knowledge Search Field challenges can be daunting when you’re on your own. That’s why our Field Service mobile app gives contractors and employees with the power to search both internal and external knowledge bases instantly. Powered by AI summarization, users get the precise information necessary to improve first-time fix rates — boosting confidence and credibility in real-time. Post-Work Summary Say goodbye to time-consuming and error-prone service reports at the end of each job. Our intelligent summary generation feature ensures accurate and comprehensive reports while also reducing visit duration. Boost customer satisfaction significantly with Service Reports enriched with real-time customer and asset data, updates from mobile workers, and job images. Field Service Mobile App Our field service mobile app — available on Android and iOS — is the ultimate all-in-one tool tailored for the demands of today’s mobile workforce. Designed as an offline-first application, it enables your front line to work and seamlessly save changes even without Wi-Fi. Plus, the app offers extensive customization options, so it aligns perfectly with your unique business requirements. Mobile App Extensibility Empower your mobile app users with offline-capable experiences through Lightning Web Components (LWCs). Use standard components to build a tailored interface that aligns perfectly with your company’s requirements. Unleash your creativity by designing custom components that boost productivity and bring your innovative ideas to life for your workforce. Slack for Field Service Empower your mobile workforce with seamless connectivity and timely assistance whenever they need it. Swiftly mobilize for service appointments and tap into the expertise of colleagues throughout your organization. Our user-friendly interface ensures intuitive and accessible collaboration — keeping your team connected and responsive. Dispatch Management Boost your dispatchers’ productivity with our Dispatch Console. Easily create and update resource absences directly in the console. Efficiently organize candidates by availability and skill to identify the ideal candidates for each appointment. Experience an enhanced user interface that maximizes the potential of your Gantt chart for improved scheduling efficiency. Scheduling and Optimization Elevate your field service operations with our best-in-class scheduling and optimization engine. Built on the Hyperforce platform, Enhanced Scheduling and Optimization automates scheduling while aligning with priorities and constraints. It ensures efficient resource allocation, minimizes travel time, and complies with service-level agreements. Forecasting and Planning with Salesforce Field Service Use real-time data to quickly assess the impact of global or in-day optimization on travel time and resource utilization. When refining your scheduling policy, get an instant view of optimization results and KPI changes. Asset Service Management Shift from reactive to proactive service with real-time asset tracking. Monitor service outcomes and create preventive maintenance plans based on asset use, condition, and specific criteria. For example, you can schedule service if an asset’s temperature exceeds a set threshold — ensuring smooth operations and preventing downtime. Work Order Management Simplify the entire work order management process to seamlessly create, assign, execute, and debrief work orders. Empower your team to stay agile, improve customer satisfaction, and drive growth by eliminating manual paperwork and digitizing the entire work order lifecycle. Content updated February 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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