AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |
Back to Blog
Salesforce lightning scheduler license9/21/2023 ![]() The dispatcher console also allows Dez to reschedule or cancel appointments as priorities change, communicate with his technicians and view any technician’s route details (distance between appointments, traffic, etc.). From there, Dez can compare the job needs to the skills and schedules of available technicians (read below) to assign the right person to the job and find an open time for them to get it done. The appointment automatically appears in the FSL Dispatcher Console, unscheduled and unassigned. Dez Dispatcherĭez’s responsibilities: Once Agnes creates a service appointment, the ball is in Dez’s court. So you may not need completely separate Field Service Lightning licenses to grant “Agent”-type access to current Service Cloud users you may just need to adjust their profile permissions. But her admin could also grant her the required abilities through her profile instead of permissions sets. The standard permissions for “FSL Agent License” and “FSL Agent Permission” give her the access she needs. She also requires the ability to create service appointments to complete the handoff between teams. Instead, she just needs access to Service Cloud objects like Cases, Work Orders, Assets and Entitlements. If your service team is a human body, Agnes represents the eyes - telling everyone else what’s happening out there and where to focus their attention.Īgnes’ permissions: As an agent, Agnes doesn’t necessarily need access to parts of the Salesforce platform specific to Field Service Lightning, like the Dispatcher Console or the FSL mobile app. If any cases require an on-site service visit, she creates service appointments to let her co-workers (read below) know what needs to be done where. So within Salesforce, her primary responsibilities are answering customer calls and creating Salesforce cases based on them. She’d likely use Service Cloud even if her company didn’t have Field Service Lightning. Agnes AgentĪgnes’ responsibilities: Agnes is your typical call center agent. 3 Service Roles and the Field Service Lightning Licenses They Need 1. The below information will help you move past FSL confusion to build a well-functioning team, without overpaying for licenses you don’t need. This post highlights the 3 roles critical to field service organizations, their responsibilities and the Field Service Lightning licenses they need to get the job done. So it’s difficult for some Field Service Lightning (FSL) admins to figure out which types of users need which permissions and settings to work effectively in the platform. Because multi-team collaboration requires different levels of access for different roles. ![]() But when translating that benefit into system requirements, things get hairier. Field Service Lightning’s core benefit lies in its ability to coordinate multiple teams and efficiently divide work between them.
0 Comments
Read More
Leave a Reply. |