Salesforce Field Service Lightening – Integration by InterWeave

Salesforce Field Service Integration with InterWeave

InterWeave Smart Solutions deliver powerful yet easy-to-use configurable Smart Solutions for our CRM Customers, allowing seamless integration of data, bi-directional from their Field Service Lightening Solution to Financial Applications, ACH Payment Gateway’s, and More.

Field Service Lightning is designed to connect your workforce and enable them to deliver intelligent and productive on-site service. … The software is part of the Salesforce Platform Service but is offered a standalone solution for employees and contractors.

Field Service Lightning is designed to connect your workforce and enable them to deliver intelligent and productive on-site service. It allows for faster delivery and smarter and more personalized service from the phone to the field on one platform. The field service management software helps you resolve field service calls faster, boost employee productivity in the field, automate appointment scheduling as well as manage schedulers, dispatchers, and technicians.

The software is part of the Salesforce Platform Service but is offered a standalone solution for employees and contractors. It gives you tools and capabilities to get real-time visibility into all of your operations, optimize mobile workforce allocation, and keep customers updated at every step. You’ll be able to manage your jobs in the field with an offline app for Android and iOS and supervise your contractors and other employees all on the same platform.

Overview of Salesforce Field Service Lightning Benefits

Quickly create work orders from any case

The software lets you speedily create and manage work orders for field service operations, instantly view knowledge articles, and track SLA compliance with milestones. Your work orders are integrated with accounts, contacts, assets, cases, entitlements, and other objects so you can pull in data across Salesforce.

Optimize schedules and intelligently assign jobs

With intelligent scheduling, jobs are automatically assigned to the right resource based relevant factors such time, skills, location, and any business rules to increase employee productivity. Likewise, there are features for smart scheduling and tracking of crews, equipment, and trucks to ensure the right parts and resources are available for the job.

Apply AI to increase first-time fix rate

The solution employs Einstein Vision which allows mobile employees to use image recognition to immediately identify assets and parts in images. It makes sure that the right product part is fixed or replaced to reduce confusion and additional trips back to the office. Based on an image’s classification, you can automatically prescribe the right set up steps for technicians for faster and smarter service.

Manage jobs from any mobile device

Field Service Lightning’s mobile app brings the full power of on-site job management to your mobile workforce. You can improve first-visit resolution by equipping mobile employees with a best-in-class mobile solution that delivers job schedules, Einstein AI, inventory visibility, knowledge articles, and real-time collaboration while they’re on the go, regardless if they are connected or offline. The mobile app is customizable to the needs of your mobile workforce.

Make smarter decisions

The analytics feature of the software gives your managers and dispatchers easy, real-time visibility into operational performance and KPIs, enabling them to drill into all your data from multiple systems, address customer complaints, and stop problems in their track before they happen.

Overview of Salesforce Field Service Lightening Features

  • Push notifications
  • Automatic real-time updates
  • Day view
  • Guided instructions
  • Centralized knowledge hub
  • Collaboration
  • Contact database
  • Service reports
  • Barcode scanner
  • Service contracts
  • Maintenance plans
  • Offline priming sync
  • Customized mobile app
  • Polygon mapping
  • Routing
  • Dispatching
  • One-click scheduling optimization
  • Crew scheduling
  • Return merchandise
  • Authorizations
  • Asset tracking & management
  • Inventory management
  • Work order management
  • Contractor management
  • Reporting & dashboards
  • Service history tracking
  • Field payment collection
  • Native Android and iOS apps

Company Offices

Integration Technologies, Inc. serves our global clients from several North American locations. If you have any questions, or require additional information regarding our products, we would be pleased to answer them for you. We may be reached through our office locations and contact information provided below.

Regional Office: New York, NY

250 W. 57th, Suite 1316, New York, NY 10107 Phone (800) 671-8692 x1 Fax: (801) 439-2376 Email us: sales@interweave.biz

Regional Office: Boston, MA

265 Franklin Street, Suite 1702, Boston, MA, 02110 Phone: (800) 671-8692 x 1 Fax: (801) 439-3476 E-mail us: bmagown@interweave.biz

Regional Office and Head Quarters: Old Saybrook, CT

142 Ferry Road, Suite 2, Old Saybrook, CT, USA, 06475 Phone: (203) 274-5226 Fax: (801) 439-3476 E-mail us: bmagown@interweave.biz

Regional Office: Toronto, Canada

First Canadian Place Yonge Eglinton Center 2300 Younge Street, Suite 1600 Toronto, ON M4P 1E4 Canada Development: (800) 671-8692 x 2 Support: (800) 671-8692 x  3 Fax: (801) 439-3476 E-mail us: support@interweave.biz

Field Service Case Study
Coming very soon