Are you and your team getting ready to implement Salesforce Field Service Lightning? Salesforce Field Service Lightning offers a comprehensive solution for handling customer tickets, generating work orders, scheduling field teams, and managing equipment. It is perfect for companies that provide field services in agriculture, heavy equipment, HVAC, security equipment, telecommunications, plumbing, mechanical, and electrical contracting.

The Salesforce Cloud Service Suite’s Salesforce Field Service Lightning assists in managing the workforce and field personnel. The Field Service Lightning Suite is one of the most excellent options for management and returns for businesses with substantial field workers. Beyond your office, the service portfolio enables you to connect with clients.

The Field Service Lightning Implementation can assist businesses in achieving measurable profits through the field team since businesses focused on commerce and sales must connect with their clients on their territory. For better workflow and process monitoring, your field team that provides services to clients directly at off-site locations requires the Field service lightning service.

Users can manage their field service businesses on a single platform with the help of Salesforce Field Services Lightning (FSL), which streamlines operations and cuts down on the amount of manual labor and time required to complete tasks correctly the first time.

AField Service for Salesforce Companies has the chance to assess their business processes and software when they use Lightning.

According to our experience, there are five things to avoid to implement successfully:

1. Attempting to customize the Salesforce FSL platform heavily

For the whole life cycle of field services, including ticketing, work order creation, scheduling, dispatching, route optimization, tracking parts, and worker time tracking, Salesforce FSL has outstanding capabilities. Changing the default functionality could affect other parts of the platform, which could cause issues and decrease performance. If choosing between using FSL out of the box and making extensive customizations, we advise utilizing the built-in procedures and features. By doing this, you’ll be able to benefit from best-in-class procedures while lowering the amount of money you spend on specially created features.

2. Lack of strong leadership from the implementation team or precise requirements

Making decisions about the platform’s path requires a well-organized implementation team with the backing of organization leaders. The Salesforce Service Cloud Implementation team for the organization must be aware of all of the project’s requirements, from the vital fields required to store client data to the service areas for various crews. Although it is advised to adhere as closely as possible to Salesforce FSL standard functionality, some adjustments might be necessary for addition to the setup of required features.

3. Not making the most of the Salesforce FSL mobile features

Organizations deploying Service Cloud Implementation Services must utilize as much mobile capability as feasible to achieve the necessary automation and efficiencies. Android and iOS smartphones can use Salesforce FSL. Thanks to offline functionality, workers can continue to utilize the platform even when they are outside the service area. Your teams’ mobile devices may access all the information about a work, including the required tools, the customer’s contact information, and the original ticket. While on the project site, field personnel can collect customer signatures using their phones or tablets.

4. Keeping the project’s emphasis solely on technology

The company’s daily operations and the customer experience are only two areas outside of technology that will be affected by a Salesforce FSL installation. Project issues will likely result from underestimating the requirement for changes in fundamental processes like receiving tickets and scheduling work. Be flexible with your business procedures so that you may improve your operational effectiveness and client service.

5. Not establishing and following a timeframe

The work takes longer, and the functionality’s quality may be compromised if the Salesforce CRM Implementation Services team is not entirely committed and does not give the implementation of FSL the necessary urgency and priority. Throughout and after the implementation, the implementation team must be involved. Setting timelines and identifying critical checkpoints might help the project move along steadily.

A Top Salesforce Implementation Partner can benefit significantly from an exemplary Salesforce FSL implementation. Teams around the organization can better coordinate by centralizing customer data and support tickets into a single platform. Using their talents, tools, and service area, crew members can swiftly assign tickets based on them. As a result, there is less time between when a ticket is received and when service is provided.