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Critical Field Service Challenges with Connected Data and AI

Critical Field Service Challenges with Connected Data and AI

Set Up for Success: Tackling Critical Field Service Challenges with Connected Data and AI Today’s customers demand faster, more personalized service, and field service is no exception. Research shows that 74% of mobile workers report that customer expectations have risen, with 73% noting an increased demand for a personal touch. This is shaping key trends in the field service industry. Trend #1: Rising Customer Expectations Amid a Shrinking Workforce Field service teams are grappling with rising customer expectations while dealing with a declining mobile workforce. In fact, 74% of mobile workers report increasing workloads. Given that mobile workers are often the only in-person company representatives, they face intense pressure to deliver exceptional service. At the same time, fewer young people are entering skilled trades, with applications dropping nearly 50% from 2020 to 2022, while seasoned technicians are retiring. This has led to high burnout rates, with 57% of mobile workers experiencing job-related fatigue. Trend #2: Connected Data Empowers Mobile Workers Mobile workers thrive when equipped with connected data. Yet, they spend only 32% of their time interacting with customers, as much of their time is consumed by manual tasks and disjointed systems. With the right technology, mobile workers can access up-to-date customer information through a CRM mobile app, streamlining processes and enabling more personalized service. Connected data also improves sustainability, with features like route optimization and drones reducing time on the road and minimizing worker stress. Trend #3: AI is Revolutionizing Field Service AI is rapidly transforming field service operations. Today, 79% of service organizations are investing in AI, and 83% of decision-makers plan to increase their AI investments next year. AI helps mobile teams save time and cut costs by analyzing customer data to generate personalized responses and streamline processes. By automating workflows with AI, mobile workers can deliver faster, more efficient service. AI-generated summaries of asset history and service interactions help prepare workers before they arrive at a job site, enabling better service and potential upsell opportunities. What’s Next in Field Service? Technologies like generative AI, augmented reality, and mobile solutions are shaping the future of field service. Companies that embrace these innovations now will gain a competitive edge. 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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Close Date Predictions

Close Date Predictions

Important Update: Close Date Predictions Feature Retiring in Spring ’25 The Close Date Predictions feature, currently available in Pipeline Inspection, is designed to forecast when an opportunity with a close date in the current month may not close on time. However, Salesforce will be retiring this feature with the Spring ’25 release. What’s Changing? With the retirement of Close Date Predictions, users will no longer receive alerts about opportunities that are unlikely to close within the current month. Previously, these predictions appeared as an icon on the Close Date field or within the Insights tab of the side panel. What Should You Do? To continue receiving valuable predictions about opportunity closures, we recommend transitioning to Einstein Opportunity Scoring. This feature, available with your Sales Cloud license, provides more advanced predictions on an opportunity’s likelihood of closing and highlights the top reasons behind the prediction. Here’s how you can make the switch: For further assistance, you can open a support case via Salesforce Help. To learn more about Salesforce’s approach to product and feature retirements, please review our Product & Feature Retirement Philosophy. 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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Workflow Rules & Process Builder End of Support

Workflow Rules And Process Builder End of Support

Publish Date: Mar 5, 2024 Description Salesforce will no longer be supporting Workflow Rules and Process Builder on December 31, 2025, and we recommend that you migrate your automation to Flow Builder by that time. Workflow Rules & Process Builder End of Support You’re also probably wondering why we’re retiring Workflow Rules and Process Builder. Salesforce wants to focus development on a modern, extensible, low-code automation solution in Flow Builder, which led us to retire the previous features. What does this change mean for me? If you have active Workflow Rules or Process Builder processes running after 2025, they will no longer receive customer support or bug fixes. What action can I take? We recommend implementing a plan to migrate any active rules or processes to Flow Builder before the deadline. Depending on the complexity of your org, this migration may take a significant amount of time and testing, so we recommend starting now. To assist in the migration process, we have a Migrate to Flow tool and extensive support resources available. What happens if I don’t take action? After December 31, 2025, Workflow Rules and Process Builder may continue to function and execute existing automation, but customer support will not be available, and bugs will not be fixed. How do I identify affected users? You can identify whether you have active workflow rules by going to Setup | Process Automation | Workflow Rules and sorting the Active column for checkmarks. You can identify whether you have active Process Builder processes by going to Setup | Process Automation | Process Builder and sorting the Status column for Active. If you have more questions, open a case with support via Salesforce Help. To view all current and past retirements, see Salesforce Product & Feature Retirements. To read about the Salesforce approach to retirements, read our Product & Feature Retirement Philosophy. 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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