Salesforce FSL Quick Start Package: What’s Included?
Project Kickoff & Salesforce Access
- Strategic project Kickoff.
- Define project goals, objectives, and key milestones.
- Ensuring Salesforce system access for a streamlined onboarding process.
- Establishing user permissions.
Requirement Workshop
- Gain comprehensive insights into organizational roles and structures.
- Understand intricacies related to field service and territory operations.
- Delve into the specifics of service terms to ensure accuracy.
- Conduct a detailed analysis of inventory processes, including product returns.
- Perform a thorough examination of AMC agreements to enhance ongoing service excellence.
- Collaborate on critical elements such as fields, data types, validation rules, duplicate
- management, and assignment rules.
Requirement Document Sign Off
- Craft a detailed System Requirement Specification (SRS) Document Draft.
- Present the draft for thorough review by all stakeholders.
- Address feedback (if any) and incorporate valuable insights.
- Collectively sign off on the finalized SRS.
Solution Document Sign off
- Craft a comprehensive Solution Design Document that outlines the proposed solution.
- Meticulous review of the draft, ensuring alignment with objectives.
- Address feedback and incorporate enhancements to refine the design.
- Conduct a final review, culminating in the collective sign-off on the Solution Design Document.
App Development - Access & Login Management
- Implement Role Hierarchy, Profile and security Models, and User Setup based on your requirements
- We will give a demo of the developed features
- Collect feedback and incorporate enhancements for refinement.
App Development – Service Target Management
- We shift focus to Service Target Management, a crucial aspect of your field service solution.
- Implement Service Management features and Automation Rules (Workflow, Approvals, and Validation Rules).
- Present the developed functionalities through a comprehensive demo.
- Collect feedback from the demo and work on improvement
App Development – Product & Price Book Management
- Optimization of your Product & Price book with a focus on automation rules.
- Our Salesforce professionals will implement features (assignment, auto-response, escalation, approvals, etc.) related to Product & Price Book Management.
- Showcase the developed functionalities via demo.
- Gather feedback and incorporate enhancements.
App Development – Asset Management
- Ensuring a comprehensive understanding & management of customer assets and existing Annual Maintenance Contracts (AMC).
- Certified Salesforce experts at FEXLE will present a demo, collect feedback, and work on the enhancements.
App Development - Management of Call Logs, Tasks, Events/Calendars, Emails
- Our Salesforce experts work on activities & tasks Management, a critical element for organizing and tracking field service activities.
- Implement features related to Log a Call, Tasks, Events/Calendars, and Email functionalities.
- Showcase demonstration, gather inputs on demo, and work on enhancements.
Field Service Lightning (FSL) App Configuration
- Our focus will be on configuring the FSL Mobile App.
- Implement features for configuring the FSL mobile app as per business needs.
- We will present a demo for the configured FSL mobile app.
- Gather feedback during the demo and incorporate enhancements.
Defining Service Areas & Technician Availability Check
- As a part of app development, we will take care of the implementation of the feature that helps businesses define service areas and ensure the availability of skilled technicians.
- FEXLE Salesforce consultants will present features in the demo.
- Gather constructive feedback and work on that feedback.
App Development – Inventory Management
- We zero in on the Inventory Management feature.
- Implement features for recording all assets held by technicians.
- Set up an automated stock reordering feature for seamless inventory management.
App Development – AMC Management
- We take care of the Annual Maintenance Contract.
- Implement features that empower technicians with proper tools.
- The feature enables technicians to generate quotes.
- Provide the flexibility to apply discounts when necessary.
- Streamline the approval process for special cases.
- Facilitate technicians in collecting payments efficiently.
App Development – Expense Management
- Technician’s expense reimbursement abilities
- The feature empowers technicians with the capability to raise claims for reimbursement of expenses, streamlining the expenses management process.
App Development – Service Report & Digital Signature
- Enabling technicians to generate service reports.
- Seamlessly obtain digital signatures from customers to confirm issue resolution.
Internal Quality Testing
- Our team of experienced Quality Analysts emphasizes on the creation of meticulous test cases to ensure the overall functionality meets the highest standards.
Training and UAT
- Submit detailed user and admin manuals to facilitate effective user training.
- Provide training sessions to users, ensuring a smooth transition to the new system.
- Our Salesforce experts conduct comprehensive app demos for proper understanding.
- Offer UAT to business teams to validate system performance.
- Track and record issues identified during UAT.
- Address and fix identified issues.
- UAT Sign Off.
Deployment & Go Live
- Deploy the field service solution to the production environment.
- Migrate data seamlessly from the sandbox to the live production environment.
- Conduct a dry run to ensure readiness.
- Make the field service solution live for full-scale use.
Buffer for Adjustments
- Allocate a buffer period to address any unforeseen challenges or make additional adjustments.
