Enhancing Salesforce Field Service to Achieve More

Overview

Our client is a leading US-based engineering services organization. It relies on an optimized field service platform to manage appointments and service activities more efficiently and securely. 

Business Complexity

The client’s Field Service setup lacked best practices. Siloed data, improper permissions, security gaps, and multi-step scheduling reduced usability and performance. 

Action

  • Assessed org health and optimized scheduling by reducing clicks and automating key steps.
  • Built custom case management.
  • Integrated OneDrive for archiving.
  • Enhanced the mobile app and strengthened security.
  • Improved org health, standardized processes, and delivered a better mobile experience.
  • Helped teams manage appointments and service activities more efficiently.

Tech Stack

  • Salesforce Field Service
  • Microsoft OneDrive Integration
  • Salesforce Mobile App

Impact

  • 30% improvement in org health
  • 19 work types configured
  • 6 months implementation timeline