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Introduction to Salesforce Field Service Lightning (FSL)

Writer's picture: Chinmayee PradhanChinmayee Pradhan

We often heard about Salesforce Sales Cloud, Service Cloud, Experience, or Community Cloud. But what is this Field Service Lightning and who does use this Salesforce application? I honestly had no clue when I was introduced to Field Service Lightning (FSL). As we kept working on the project I started enjoying learning about this supercool Salesforce App. So, let’s demystify some basic information about this super amazing Salesforce application: FSL.


What is Field Service Lightning?

Salesforce Field Service Lightning is a customizable application part of Salesforce Service Cloud. A single platform that connects customers, products, and workforces. It helps companies organize their on-site work and enhance field service operations.


Image Courtesy: Salesforce

Let me break it down for you:

When you book a plumbing job online and the company sends a plumber to repair a broken pipe, FSL makes it a breeze to manage this process from start to finish. From the time the Appointment got booked to the plumber's arrival, the repair job getting done, and making payment — everything is recorded step by step with the help of Field Service Lightning.


Who Uses FSL in Salesforce?

Now you must be wondering who are the users in terms of Salesforce for Field Service. Well, four groups of users use this Salesforce FSL app to facilitate different types of services to customers.

  • Administrators: Installing and Configuring the FSL app

  • Dispatchers: Creating and Assigning Appointments

  • Agents: Receiving customer calls and requesting for Appointments

  • Field Workers or Technicians: They work on the Job Appointments, track products used, and provide service reports


Features that Make Field Service Lightning Standout:

FSL offers a complete field service management solution with the help of three key features:

  1. Service Console and Dispatcher Console

  2. Appointment Scheduling and Optimization services from the managed package

  3. The FSL Mobile App for field workers


Now that we have a quick introduction to Salesforce Field Service Lightning, you must be curious to follow along. We’ll pause here for today, let’s delve deeper into Salesforce FSL in the next post. Keep reading!!

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