How do I schedule a service appointment with FSL?

Open the service appointment that you want to schedule, and select Auto Schedule. Optionally, select a scheduling policy to use instead of the default policy. Click Save….Required Editions and User Permissions

FSL Admin Permissions.
FSL Agent Permissions.
FSL Dispatcher Permissions.

How do I schedule an appointment with Field Service lightning?

You can schedule service appointments from the Field Service dispatcher console by using the mass schedule action or by dragging them onto the Gantt. Schedule an appointment in a hurry with Auto Schedule—right from the appointment itself. Auto Schedule finds the best available slot based on your scheduling policy.

What is Field Services Lightning?

Field Service Lightning (FSL), as you might know, is a Salesforce product that connects customers, workforce and products on a single platform to deliver exceptional on-site services. It also provides customer support team a chance to intelligently delegate work to Field Service technicians and monitor them constantly.

How do I set up field service lightning?

Steps to setup the Field Service Lightning

Setup ->Field Service Settings → Enable Field Service Lightning.
In the ‘Notifications’ section select ‘Enable notifications’ to send notifications to the user in Salesforce mobile app, and the FSL mobile app about updates to work orders and service appointments.

How much does field service lightning cost?

Pricing Details (Provided by Vendor): Field Service Lightning is available across four pricing plans, starting at $25 per month with a 90 day free trial.

What is the use of FSL in Salesforce?

Field Service Lightning (FSL) is Salesforce’s field service solution. It is an onsite job management platform with real-time collaboration capabilities. From installations and repairs, to professional services and regular maintenance, many organizations send agents into the field.

What is lightning Scheduler flow?

Salesforce Scheduler is available for an extra cost in Lightning Experience. Available in: Enterprise, Performance, and Unlimited Editions. Salesforce Scheduler Standard Flow Templates. The Salesforce Scheduler standard flow templates walk users or customers through scheduling, modifying, and canceling appointments.

What is Salesforce field service lightning ( FSL )?

What is Salesforce Field Service Lightning Field Service Lightning (FSL) helps in scheduling the correct person or team to complete the work at the customer’s site at the right time. For example, a customer purchased a washing machine two months ago and now there is a problem with the display panel in the machine.

How to set up field service scheduling in Salesforce?

Click the Field Service Settings tab and click Go to Guided Setup. If Guided Setup checks permissions sets, click Go to Guided Setup again. Click Customize Scheduling Policies. Click the scheduling policy.

Is there a start date field in FSL?

5- Resource Availability – There will be start date field in Service Resource – it is the date the Service Resource is going to start working in FSL. So if you are assigning SA whose start date earlier than the Service Resource’s Start Date – you will get this error. Thanks for contributing an answer to Salesforce Stack Exchange!

How to configure FSL optimization to run regularly?

You can configure optimization to run regularly, or run it manually. ‘Field Service Admin’ app → ‘Field Service Settings’ tab → Optimization → Activation → Click on ‘Create Optimization Profile’, the system will create the FSL optimization user and the FSL optimization profile.

How do I schedule a service appointment with FSL?