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Trailhead

Boost Field Service with Mobile

Salesforce via Trailhead

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Overview

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Bring the power of Field Service to your mobile devices.
  • Connect mobile workers to your field service organization with this all-in-one mobile app
  • Connect customers and employees with real-time visual support via mobile devices.
  • Temporarily share a worker’s location with customers so they see that help is on its way.
  • Make selected records available to users when they're offline.

Syllabus

  • Field Service Mobile
    • Access Your Office on Your Phone
    • Set Up a Mobile Worker
    • Customize User Settings
    • Work From Anywhere
  • Visual Remote Assistant
    • See What the Customer Sees
    • Set Up Visual Remote Assistant
  • Real-Time Location in Appointment Assistant
    • Get to Know Real-Time Location in Appointment Assistant
    • Install Appointment Assistant and Set Up Permissions
    • Set Up the Customer Journey
    • Configure Messaging
  • Offline Briefcase
    • Allow Access to Information Offline
    • Build a Briefcase
    • Optimize a Briefcase with Advanced Rules

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