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Field Service: A New Name, Time Sheets Everywhere, and Complex Preventive Maintenance Scheduling
Take advantage of new features under the renamed Field Service
umbrella. Let your workers submit time sheets, now generally available, from the field service
mobile app and include local time zones. Recurrent patterns let you define the right cadence for
periodic maintenance appointments.
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Field Service Has a New Name
It’s still lightning-fast, but Field Service Lightning is now Field Service. Field names, messages, and Salesforce Help reflect the new name. The API namespace, developer field names, permission sets, and custom permissions don’t change, so there’s no need to worry about updates to your custom code. -
Keep Track of Time on the Job with Time Sheets (Generally Available)
Gain visibility into the hours that your mobile employees are working. Let managers create, review, and take action on employee time sheets. Define templates so that you can generate time sheets automatically. -
Record Product Warranties
Give your mobile workers access to product warranty details so that they can start claims for faulty products. Record details of warranty terms and assign them to products or product families to create standard warranties. Then create assets and, in addition to the standard warranty, enter additional or extended warranties along with exclusions and void terms. -
Improve Preventive Maintenance with Advanced Recurrence (Beta)
Keep assets in tip-top shape by managing maintenance that runs on different schedules. Define maintenance schedules with recurrent rules and specify the precedence of each schedule. Then, let the work orders generated guide your field service technicians to perform the right maintenance at the right time. -
Get the Total Price on Service Contract Line Items
No need to get out the calculator. You can now see the total price of all line items for a service contract. -
Find the Right Previous Business Day with BusinessHours.add
When you want to find the previous business day using BusinessHours.add, the returned datetime now accounts for a holiday before a day with no business hours. For example, where a Friday is taken as a holiday when Saturday has no business hours the previous business day is now correctly returned as Thursday. -
Get Translated Work Order Subjects
It's easier to communicate with mobile workers in their own language. In the subject of work orders that are generated from maintenance plans, the word maintenance translates correctly into Salesforce-supported languages. -
Field Service Scheduling: Street-Level Routing and Prioritized Appointments
Predict more accurate travel times with street-level routing. Let scheduling and optimization assign high-priority appointments to time slots and overlap less urgent visits. -
Field Service Mobile: Time Sheets, Notification Enhancements, and Actions Launcher Parity
Workers can get more done in the Field Service mobile app. They can submit past and present time sheets, send relevant notifications, and see when new messages arrive. Actions launcher parity between Android and iOS makes it easier for teams on both platforms to use the app.