FSL Implementation Guidance Part 1 (May 10, 2017)
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This document provides guidance on implementing the Field Service Lightning (FSL) managed package, including: - Initial considerations such as reviewing documentation and defining field service challenges - Using the recommended permission sets and sharing model - Disabling data integration rules to allow FSL triggers to function properly - Enabling feed tracking on service appointments - Assigning the correct FSL page layouts to profiles - Best practices for modeling service territories
FSL Implementation Guidance Part 1 (May 10, 2017)
- 1. FSL Implementation Nikolai Avrutov nikolai.avrutov@clicksoftware.com Guidance, heads up, best practices
- 2. Agenda • Initial Considerations • Managed Package • Permission Set Guidance • Sharing Model • Disabling Data Integration Rules • Feed Tracking on SA • Page Layout assignment • Service Territories modelling • Optional: Skills, Work Types
- 4. Study These Documents FSL Managed Package Guide What’s New FSL Help FSL Mobile Partner Community Having strong command and understanding of these documents will also help you prepare for the FSL Certification!
- 5. Define Position on the Field Service Journey Degreeof Optimization Business Impact Field Service Sophistication Get visibility Contain costs Optimize resources Maximize value of every interaction Disrupt, differentiate, delight Customer Lifetime Value
- 6. Categorizing Field Service Challenges Core ● Visibility ● Control ● Reporting Tactical ● Decision Support ● Exceptions Mgmt ● Real Time Monitoring Strategic ● Reduce Travel ● Reduce Overtime ● Increase Utilization ● Improve Service Levels
- 7. What is the field service challenge?* Core ● Visibility ● Control ● Reporting Tactical ● Decision Support ● Exceptions Mgmt ● Real Time Monitoring Strategic ● Reduce Travel ● Reduce Overtime ● Increase Utilization ● Improve Service Levels *Source: Optimization & Customer KPIs
- 8. Setting Up
- 9. FSL MP Delivery & Release Naming Convention ● As of Summer ‘17 - push to customer Orgs • Fully aligned with Salesforce release cadence by Winter ‘18 ● Pre release access available on install links • https://fsl.secure.force.com/install/ ● To remove confusion MP naming aligned with Salesforce release • Spring 17 is now Summer 17 ● No change in road map timeline
- 10. Permission Set Guidance ● FSL Creates Perm Sets - use them! • Provide min level of access to all relevant objects • Assigns PSLs to your user • Refresh does not hurt additional perm sets • Expect things to not work properly if perm set not used! ● Dispatcher should not be set as a resource!
- 11. Sharing Model - go private! ● FSL utilizes custom sharing rules corresponding to needs of a field operation Follow this order when setting up: ● Set relevant objects to private sharing model • Setup > Security Controls > Sharing Settings • SA, SR, ST, WO ● Create Service Territories (and op hrs) ● Create Service Territories Members ● Setup User Territories ● Run Sharing Automator
- 12. Disabling Data Integration Rules ● Data integration rules are active by default in FSL Enabled Orgs ● By default do not allow triggers to run upon geolocation field update ● Need to change in order to allow MP triggers to run • Calculate updated travel time (for example) ● Untick “Bypass triggers” on 6 FSL geocode rules: • RA (Resource Absence) • SA (Service Appointment) • ST (Service Territory) • STM (Service Territory Member) • WO (Work Order) • WOLI (Work Order Line Item) 6 objects, bypassing triggers
- 13. Enable Feed Tracking in SA ● Allow Chatter on Service Appointments and their Status
- 14. Page Layout Assignment ● Numerous VF components and fields that simplify user experience ● Setting correct Layout Assignment assures needed components visualized ● Apply FSL Layout for all profiles for the following objects: • SR • WO • WOLI • Operating Hours • Work Type
- 15. ST Modelling ● Minimize candidates in an ST < 50 ● Minimize STs ● Find Balance