Transforming Field Service Operations with a Unified Salesforce FSL Platform
A manufacturer of weighing and measurement equipment brought installation, maintenance, and field workforce management onto one centralized, intelligent Salesforce Field Service Lightning platform.
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Project Summary
A manufacturer of weighing and measurement equipment, providing installation and field maintenance services for machines used across retail, industrial, and logistics operations.
Products
What We Set Out to Build
Use Case
Transforming field service operations by bringing installation, maintenance, and field workforce management onto one centralized, intelligent Salesforce FSL platform.
Approach
Salesforce Field Service Lightning powering scheduling, preventive maintenance, mobile execution, and expense management across the machine lifecycle.
Go-Live
Targeted for September 2026, spanning field operations, mobile enablement, and finance workflows.
Project Features & Highlights
Core Field Operations & Lifecycle
Unified end-to-end FSL operations from post-sale activity to machine and installation records, with streamlined service repair and breakdown case management backed by automated approval workflows.
Intelligent Scheduling & Maintenance
Implemented intelligent scheduling and dispatch via the FSL Gantt chart, with Apex-driven preventive maintenance for machine warranty and AMC contracts, backed by a monthly safety-net sweep.
Mobile Field Enablement
Delivered a fully mobile workflow purpose-built for engineers working across dispersed service territories, with attendance integration, on-site check-in/checkout, and secure OTP-verified job completion.
Expense Management & Security
Digitized expense management from claim creation to a dedicated approval center with bulk approvals and payment tracking, backed by enterprise-grade sharing rules and access policies.
Business Impact
Faster Scheduling & Dispatching
An intelligent Gantt chart and real-time field visibility speed up how work gets assigned and tracked.
Automated Preventive Maintenance
Auto-generated work orders and scheduled maintenance drive greater operational efficiency.
End-to-End Field-to-Finance Workflow
A fully digitized workflow eliminates manual expense tracking and reduces service delays.
Enhanced Field Engineer Productivity
A purpose-built mobile experience supports seamless on-site execution.
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