Salesforce Field Service: A Beginner’s Guide to Creating, Managing, and Automating Field Service

© The Author(s), under exclusive license to APress Media, LLC, part of Springer Nature 2023

S. ChatratiSalesforce Field Servicehttps://doi.org/10.1007/978-1-4842-9517-5_3

3. Step-by-Step Field Service Implementation

Saiteja Chatrati¹  

(1)

San Jose, CA, USA

 

Buckle up! Now that you know the incredible advantages of using Salesforce Field Service, it’s time to get your hands dirty with the actual implementation. Previously, you learned the core Field Service objects can be categorized into the following six Ws: who does, what, where, when, for whom, and with what. You will learn how to configure these Ws in this chapter.

This chapter will walk you through setting up Salesforce Field Service step-by-step with an example business use case. The following ...