Getting Started with Field Service Lightning Salesforce

Follow the below steps after installing the Field Service Lighting Managed Packages.

1. Go to Service Types tab and click "New Service Type" button.

2. Create a new Service Type.

3. Go to Locations tab and click "New Location" button.

4. Create a new Location.

5. Go to Resources tab and click "New Resource" button.

6. Create 2 or more Resources.

7. Go to Employee Absences tab and click "New Employee Absence" button.

8. Create Employee Absences.

9. Go to Field Service tab.

10. Save the Location Filtering.

11. Select Create Service option.

12. Create 2 or more Service records.

13. You can see the records in the GANTT Chart.


No comments:

Post a Comment