Course Description:
In today’s workforce, we find ourselves wanting more accessible technology right in the palm of our hands. If your organization has a team that often works “in the field" — whether in service repair, installation, or sales — it's vital that they have access to the key information and tool functionality they need to perform their jobs. Luckily, Salesforce Field Service Lightning (FSL) is a powerful solution for equipping your field team for success and growing your business from anywhere.

In this webinar, we will uncover how to successfully implement and utilize the Salesforce Field Service functionality to create successful coordination, organization, and productivity for your field team.

Learning Objectives:

• Overview the basic functionality of Field Service Lightning.
• Discuss ideal business use cases and share examples of FSL in action.
• Outline how Field Service Lightning can support and streamline work orders, sales quotes, and service appointments.
• Review best practices for implementing Field Service Lightning, including how to configure key settings.

Presenters:
Jaime Gutierrez, Manager | Eide Bailly
Jaime is a team lead on Eide Bailly's Customer Relationship Management (CRM) consulting team and serves as a lead consultant on many Salesforce implementation and optimization projects, with a particular focus on Service and Field Service Lightning engagements. He enjoys working with our clients to improve their processes using technology and has experiencing spanning industry and organizational size. In his spare time, Jaime is an avid soccer fan and likes spending his time grilling and being with his family and their dogs.

CPE Credits: No CPE will be offered for this session.