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Salesforce Release - Service: Field Service Appointment Assistant

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Cloud Analogy
Cloud Analogy

In the Salesforce Field Service Winter '21 release, Salesforce has incorporated Einstein Artificial Intelligence (AI) into the Salesforce Field Service solutions to meet mobile technicians’ ever-evolving demands during the unprecedented global health and economic crisis.

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Salesforce Field Service Appointment Assistant cloud.analogy info@cloudanalogy.com +1(415)830-3899
What Is An Appointment Assistant? In the Salesforce Field Service Winter '21 release, Salesforce has incorporated Einstein Artificial Intelligence (AI) into the Salesforce Field Service solutions to meet mobile technicians’ ever-evolving demands during the unprecedented global health and economic crisis. A series of updates have been announced by Salesforce that brings a new comprehensive set of features to its Salesforce Field Service Platform to keep their equipment working effectively, businesses running smoothly while boosting technician’s productivity and keeping customers safe in this social distancing environment. Appointment Assistant uses the technician’s live status and location thus provides customers updates on the technician’s arrival time, so that they have time to make COVID safety preparations or so they don’t miss their service appointment. cloud.analogy info@cloudanalogy.com +1(415)830-3899
Benefits Of Appointment Assistant cloud.analogy info@cloudanalogy.com +1(415)830-3899 SMS NOTIFICATION: Customers receives SMS notification on their mobile as the Technician approaches the job location. CUTS WAIT TIME: Customers get real time updates and workers also know the customer is expecting them, cutting down on no-shows and ensuring customers are ready for their appointments. BETTER SERVICES: Companies can provide more proactive and better customer service.
Things To Keep In Mind Regarding The Field Service Appointment Assistant For Optimal Performance Keep the operating systems of your mobile devices current and update to the new device model as permitted by your mobile contract. cloud.analogy info@cloudanalogy.com +1(415)830-3899 Wireless Connection For offline results, the Field Service app is optimised, but for the app to interact with Salesforce, a Wi-Fi® or cellular network link is required. For the best performance, we recommend using Wi-Fi or LTE.
How to Collect and Use Data? See Field Service Mobile Protection to learn how Salesforce manages and securely stores data that is obtained from the mobile app Field Service. So, before you begin using the Appointment Assistant take these measures until you configure. cloud.analogy info@cloudanalogy.com +1(415)830-3899
Steps To Add Appointment Assistant To Your Experience Builder Site Step 1: Setup >> Quick Find box >> Enter Digital Experiences, and then select All Sites. Step 2: Click Builder in the row for your site. Step 3: Click Components The lightning bolt icon from the Experience Builder. Step 4: From Custom Components, locate the Appointment Assistant component. Step 5: Drag the component onto the site. cloud.analogy info@cloudanalogy.com +1(415)830-3899
What Are The Ethical Issues Related To The Same? cloud.analogy info@cloudanalogy.com +1(415)830-3899 Appointment Assistant feature in Salesforce Field Service uses status updates and GPS to update customers about their technicians’ estimated arrival time. This would provide customers with enough forewarning to adapt social distancing measures before the technician arrives, potentially decreasing the technician and customer’s viral transmission risk.
Thank You! cloud.analogy info@cloudanalogy.com +1(415)830-3899

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Salesforce Release - Service: Field Service Appointment Assistant

  • 1. Salesforce Field Service Appointment Assistant cloud.analogy info@cloudanalogy.com +1(415)830-3899
  • 2. What Is An Appointment Assistant? In the Salesforce Field Service Winter '21 release, Salesforce has incorporated Einstein Artificial Intelligence (AI) into the Salesforce Field Service solutions to meet mobile technicians’ ever-evolving demands during the unprecedented global health and economic crisis. A series of updates have been announced by Salesforce that brings a new comprehensive set of features to its Salesforce Field Service Platform to keep their equipment working effectively, businesses running smoothly while boosting technician’s productivity and keeping customers safe in this social distancing environment. Appointment Assistant uses the technician’s live status and location thus provides customers updates on the technician’s arrival time, so that they have time to make COVID safety preparations or so they don’t miss their service appointment. cloud.analogy info@cloudanalogy.com +1(415)830-3899
  • 3. Benefits Of Appointment Assistant cloud.analogy info@cloudanalogy.com +1(415)830-3899 SMS NOTIFICATION: Customers receives SMS notification on their mobile as the Technician approaches the job location. CUTS WAIT TIME: Customers get real time updates and workers also know the customer is expecting them, cutting down on no-shows and ensuring customers are ready for their appointments. BETTER SERVICES: Companies can provide more proactive and better customer service.
  • 4. Things To Keep In Mind Regarding The Field Service Appointment Assistant For Optimal Performance Keep the operating systems of your mobile devices current and update to the new device model as permitted by your mobile contract. cloud.analogy info@cloudanalogy.com +1(415)830-3899 Wireless Connection For offline results, the Field Service app is optimised, but for the app to interact with Salesforce, a Wi-Fi® or cellular network link is required. For the best performance, we recommend using Wi-Fi or LTE.
  • 5. How to Collect and Use Data? See Field Service Mobile Protection to learn how Salesforce manages and securely stores data that is obtained from the mobile app Field Service. So, before you begin using the Appointment Assistant take these measures until you configure. cloud.analogy info@cloudanalogy.com +1(415)830-3899
  • 6. Steps To Add Appointment Assistant To Your Experience Builder Site Step 1: Setup >> Quick Find box >> Enter Digital Experiences, and then select All Sites. Step 2: Click Builder in the row for your site. Step 3: Click Components The lightning bolt icon from the Experience Builder. Step 4: From Custom Components, locate the Appointment Assistant component. Step 5: Drag the component onto the site. cloud.analogy info@cloudanalogy.com +1(415)830-3899
  • 7. What Are The Ethical Issues Related To The Same? cloud.analogy info@cloudanalogy.com +1(415)830-3899 Appointment Assistant feature in Salesforce Field Service uses status updates and GPS to update customers about their technicians’ estimated arrival time. This would provide customers with enough forewarning to adapt social distancing measures before the technician arrives, potentially decreasing the technician and customer’s viral transmission risk.