Field Service Cloud133 tasks
Configure Field Service Org Foundation
A user gets an org ready for Field Service: permissions, territories, service goals and scheduling policies, the dispatcher console, and baseline or demo data to work with.
Method
How MeshMesh does it
- Assigns Field Service permissions and creates service goals with policy weights.
- Enables territories for Enhanced Scheduling and Optimization, sets external IDs, and configures the dispatcher console.
- Sets up scheduling with booked jobs and loads demo data.
- Adds data capture flows and an Agentforce agent on top of the foundation, working around platform limits as it goes.
- Produces a talk track and click path for demo builds.
Next capability: Configure Field Service Work Orders.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.
- 1Field Service Cloud132 tasks
- 2Intercom1 tasks