Скачать с ютуб Mastering Optimization in Salesforce Field Service в хорошем качестве

Mastering Optimization in Salesforce Field Service

Mastering Salesforce Field Service Optimization: Tips & Tricks from Leigh-Anne Nugent Join Leigh-Anne Nugent for an in-depth session on Salesforce Field Service optimization. This episode covers the essentials of getting started with optimization, including foundational elements like territories, resources, and scheduling policies. Learn about the importance of data integrity, the role of sandbox environments, the challenges of scheduling policies, and automation tips. We also explore common pitfalls and advanced topics such as enhanced scheduling and optimization (ESO). Perfect for those looking to streamline their Salesforce Field Service processes and get the most out of their implementation. Don't miss out on practical advice and real-world examples to help you succeed! 00:00 Introduction and Welcome 00:46 Understanding Optimization in Field Service 01:55 Foundational Elements for Scheduling 06:57 Sandbox and Experimentation 08:34 Salesforce Go and Setup 10:39 Field Service Data Generator 14:51 Work Order and Scheduling Policies 19:55 Practical Tips for Optimization 25:56 Dispatcher Console and Scheduling Policies 29:35 Understanding Optimization Failures 29:59 Salesforce's New Visibility Features 30:19 Experimenting with Scheduling Rules 32:22 Automated Scheduling Challenges 34:01 Becoming an Expert Dispatcher 35:21 Optimization Settings and Permissions 37:20 Running and Monitoring Optimization Jobs 39:36 Advanced Optimization Techniques 42:56 Troubleshooting Common Issues 50:24 Setting Up Recurring Optimization Jobs 54:13 Q&A and Closing Remarks