Salesforce Field Service Lightning Implementation Services - Cyntexa
 
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Features of Salesforce Field Service Lightning

Make way for more opportunities.


Provide your customers a hassle-free experience with

Field Service Lightning Implementation

Now give your employees access to unified real-time customer data and the ability to provide on-demand services with Field Service Lightning.

At Cyntexa, we offer the integration of Salesforce with Field Service Lightning as an extension to the Salesforce Service Cloud.

Our Salesforce Field Service Lighting experts work to simplify as well as streamline Field Service Lightning for you that would help you improve customer satisfaction.

How can Salesforce Field Service help you provide a better customer experience?

  • Boost employee productivity in the field
  • Automated appointment scheduling
  • Manage agents, dispatchers, and techs
  • Get real-time visibility into all operations
  • Keep customers updated about the work orders
  • Optimize mobile workforce allocation
  • Resolve field service calls faster

Our Offerings

We have in-depth knowledge and expertise in Salesforce Field Service Lightning to help your business reach heights in a more accelerated, optimized, and effective way.

Time Tracking Setup

Time Tracking Setup

We offer Field Service Lightning along with automated time tracking, enhanced policy adherence, and complete visibility into your workforce. Field Service provides the technician a gateway to estimate the actual time needed for a task and efficiently communicate it with the customers.

Inventory Management

Inventory Management

We provide services that take care of the movement of inventory in your field service operation. Inventory tracking allows people to pick orders in real-time and thus increasing inventory accuracy by minimizing the errors.

Inventory Management
Work Order Setup
Work Order Setup

Work Order Setup

At Cyntexa, we help you enable your managers and supervisors to organize, schedule, and send work orders to their teams from anywhere, and anytime. It creates and manages work orders which track work performed for customers.

Service Reports Setup

Service Reports Setup

We offer service reports that display fields from related objects, including service appointments, work orders, and work order line items. It delivers service reports related to work orders to the customers’ inboxes.

Community Setup

Community Setup

At Cyntexa, Field Service collaborates with Salesforce Community Cloud and Service Cloud through an online community. It keeps customers, partners, and contractors in the loop about field services with the help of Salesforce communities.

Crew Scheduling

Crew Scheduling

Our offerings include research crew scheduling that manages service crews to accommodate a fast-changing field service schedule. It speeds up and simplifies the scheduling process and allows crew members to work together more consistently.

Crew Scheduling
Service Contracts and Maintenance Plans
Customize Mobile Applications

Customized Mobile Applications

We provide mobile apps for Field Service Lightning that work offline as well for both iOS and Androids. Some of the customizable elements in the Field Service app include the home screen, views, forms, and fields.

Service Contracts and Maintenance Plans

Service Contracts and Maintenance Plans

Cyntexa offers service contracts that help in tracking customer support agreements as well as maintenance plans for specific assets that help keep track of maintenance visits for mass-generated work orders..

Asset management

Asset Management

We provide Field service in a way that it manages asset movement, installation, and decommission tracking for the users. Customer assets note the location of the customers, past and present work orders for their assets, monitor the health of the assets’ as well as trigger IoT alerts when needed.

Contractor Management

Contractor Management

We provide Field service in a way that it manages asset movement, installation, and decommission tracking for the users. Customer assets note the location of the customers, past and present work orders for their assets, monitor the health of the assets’ as well as trigger IoT alerts when needed.

Contractor Management

Our Process

We not only help you boost sales;

We help you boost your brand.

listen

LISTEN


STEP 1

We do not listen to answer but to understand.

We connect you with our experts who try to understand your business requirements and challenges that you are facing with your current implementation by asking relevant questions.

suggest

SUGGEST


STEP 2

We believe in not only solving the problem but also the cause of it.

We provide the best solution to your complex business challenges by considering what is right for the business and its customers instead of what we think is right. This is a real definition of digital transformation for us.

implement

IMPLEMENT


STEP 3

We are not your vendors but your success partners.

We believe in working together rather than for anyone because we all know together we always achieve more. Hence we act as your partners who are responsible for making you and your business successful with the implementation.

iterate

ITERATE


STEP 4

Your dream becoming reality makes us happy.

We strive for continuous improvement instead of perfection. Hence we listen to your feedback and according to that, we focus on making improvements continuously within each milestone, sprint, and release.

Salesforce Field Service Lightning Dashboard

What makes us different from others?

We believe that the way you define yourself is the way the world perceives you. Hence we define ourselves as the innovative leaders when it comes to Salesforce Field Service Lightning implementation, customization, and development which is clearly justified by the numbers mentioned below.

15+

Salesforce Certified Consultants

10+

Industry Specialization

5+

Salesforce Field Service Lightning Projects

Industries We Serve

manufacturing

Manufacturing

Build customer relationships, decrease costs, and run your field service smoothly with the help of Field Service Lightning.

health care

Healthcare

Schedule regular checkups for complex medical devices and get them repaired on time with efficient appointment scheduling and resource management at Field Service Lightning.

financial services

Financial Services

Use service insights to improve advisor scheduling and deliver faster responses and smart dispatching with the help of Field Service Lightning.

life-science

Life Sciences

Improve customer satisfaction by connecting all your dispatchers, agents, and managers on one platform at Field Service Lightning.

retail

Retail

Schedule appointments for customers based on the availability and skill set of your workers with Field Service Lightning.

customer goods

Customer Goods

Deploy your mobile merchandisers, telesales teams, merchandise delivery teams, and more in one console with the help of Field Service Lightning.

Our Portfolio

Awesome
Reviews & Comments

Kritstin Harris

Quality & Quick Project Delivery!

Very thorough when reviewing project requirements turns around quality work very quickly. Will definitely work with again. Great work, the project went very smoothly. Helped us take all of our data which was in multiple excel spreadsheets helped us load and integrate data and Customize and create fields in Salesforce.

starstarstarstarstar

Kristin Harris

Project and Process Development Manager

Abstrakt Marketing Group

John

Top Team!

Cyntexa is hyper-communicative, fast and does a thorough job. Cyntexa was helpful in creating a strategy for our client and worked seamlessly as a part of our team to ensure successful project delivery and launch.

starstarstarstarstar

Idea Center

Devin Bostick

Quick and Effective Service!

Cyntexa is a high touch and results-oriented partner that executed a project quickly and with solid initiative. They hit our timeline, budget, and delivery objectives. Additionally, they were high touched and genuinely cared about the quality of our work (on our slack channel, hoping on early and late calls as needed). I would use them again.

starstarstarstarstar

Devin Bostick

CEO

LuckyTruck

Kritstin Harris

Quality & Quick Project Delivery!

Very thorough when reviewing project requirements turns around quality work very quickly. Will definitely work with again. Great work, the project went very smoothly. Helped us take all of our data which was in multiple excel spreadsheets helped us load and integrate data and Customize and create fields in Salesforce.

starstarstarstarstar

Kristin Harris

Project and Process Development Manager

Abstrakt Marketing Group

 Bryant Lau

Expert Team!

Cyntexa has continuously demonstrated a high-level of Salesforce expertise and a willingness to go beyond what is necessary to ensure the project is a success.

starstarstarstarstar

Bryant Lau

Founder

Funnel Guage

Anil Jogani

Excellent, hard-working team!

I have nothing but praise for this team. I had a need to find a qualified person to do custom Salesforce Forecasting & Sales Insights for our Organization. Not only did they accomplish the goal but the team has a certified Salesforce expert that exceeded my expectations. The developer implemented the algorithms & formulas to my specífications, wrote test classes and provided documentation in a very timely and highly professional and friendly manner. Cyntexa has an excellent team of Salesforce developers who are hard-working and dedicated.

starstarstarstarstar

Anil Jogani

Sr. Director Field Operations

MetricStream

Let's Discuss Your Project

The gateway to your success is just a call away

Frequently
Asked Questions


Field Service Lightning as an application by Salesforce that allows the users to schedule service appointments, dispatch mobile workers and equipment, track vehicle locations and stock, and check appointment status through an automated and structured process that makes the work easier for the users.

Some of the features provided by Field Service Lightning that enhance customer support include:
  • Complex logistics: Field Service Lightning works on your communication channels, keeping them open for your managers, employees, technicians, and customers; and plans around shifts in time or resources.
  • Centralized data: It provides you with Salesforce Cloud services that store all your data in one place that makes it more organized and easy to share.
  • Performance Metrics: It helps managers keep track of their teams’ performance, identify opportunities, and point out the mistakes that can be avoided in the future.
  • Time and resource management: It optimizes schedules and assigns jobs to the right people to increase efficiency and maximize productivity.
  • Analytics: It offers analytics for the managers and technicians to access information in real-time to understand the key metrics like workforce utilization, and fix rates to help them optimize processes and improve performances.

Some of the best practices for Field Services lightning include:
  1. Customer Journey and corporate workflow: It is important that one uses updated workflows and work on the internal audit and reinvention of the customer journey every once in a while.
  2. Real-time visibility and analytics: Field Service Lightning provides real-time data which allows you to access valuable data and analytical tools that can be used to identify the weaknesses and strengths in your work processes and improve upon them.
  3. Mobile application- You have to make sure that the essential information is accessible through the mobile application so that you could always work out on simple aspects like route optimization, timely notifications, and addressing clients.
  4. Customer Engagement: Customer satisfaction should be given more importance with the help of customization features and an array of options to contact you, leave an order, and provide feedback.

Geolocation is available on the Field Service Lightning mobile app for users to get an accurate position and service resource tracking on Salesforce.

Some of the important features include:
  • Work order Management
  • Efficient scheduling
  • Multi-device accessibility
  • Dispatcher Console
  • Instant Communication
  • Real-time Analytics
  • Inventory Management

Field Service requires four important players for its functioning:
  • Administrator- sets up field service based on the business needs of the customer
  • Agent- responsible for taking customer service calls and requesting field service appointments via work orders
  • Dispatcher- assigns and manages the scheduling, optimizing and dispatching of service appointments
  • Mobile worker or technician- manages the service appointments by closing work orders, tracking the parts used, and providing service reports.

To give you a complete field service management solution, these three parts of Field Service work together:
  • Core Field Service Lightning features
  • Scheduling and optimization from a managed package
  • A mobile app for your mobile workforce

Field service lightning comes in 3 versions Contractor, Contractor +, Dispatcher and Technician. The pricing starts from $ 50 per month and Goes up to $ 150 per month for Dispatcher and Technician versions. For more details about the pricing plan for implementing Salesforce Field Service Lightning for your business, talk to our Salesforce Certified experts today and get a custom-tailored quote for the features that you want to implement in the Salesforce Field Service Lightning.

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