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Highlights
Field Service Management on Salesforce: 5 Things You Need to Know

But Salesforce is a powerful enterprise SaaS for field service, above and beyond Field Service Lightning. As a field service organization, you not only have the power of Service Cloud and Field Service Lightning at your fingertips, but you also have supplemental apps on Salesforce’s App Exchange that enhance every facet of your field service operations. Sensors in Salesforce IoT products detect malfunctions early, while Salesforce Einstein AI Vision identifies objects within photos to help field technicians resolve customer issues in real time. Salesforce’s customer-centric field service management solutions all but guarantee an increase in agent/technician productivity and customer satisfaction.

Field Service Management on Salesforce: 5 Things You Need to Know

Salesforce launched FSL back in 2016, bringing a powerful stack of mobile and IoT capabilities to Service Cloud in order to enable “intelligent customer service from phone to field. In the few short years to follow, FSL has come to rank as the fastest growing product in Salesforce history, swiftly planting Salesforce alongside ServiceMax and Oracle as a serious contender in enterprise field service management. But Salesforce is a powerful enterprise SaaS for field service, above and beyond Field Service Lightning. As a field service organization, you not only have the power of Service Cloud and Field Service Lightning at your fingertips, but you also have supplemental apps on Salesforce’s App Exchange that enhance every facet of your field service operations.

How to Forecast Revenue in Salesforce with Product Schedules

Product Schedules allow you to generate delivery and revenue schedules for the deals that you close or plan to close, enabling your finance team to better predict future revenues. During this process, the rep selects the necessary products and clicks “Save.” Because things are looking up, and they’re feeling as though this opportunity is going to successfully close in the near term, it’s now the perfect time for either the sales rep or the finance manager to Once each of those Opportunities has schedules, it’s easy to generate reports and dashboards that will help the finance office better understand the amount of revenue they can expect during any given time period. By utilizing the “Opportunities with Products and Schedules” report type, you can create reports and dashboards displaying scheduled revenue by Product, Product Family, or any other variables you might need.

How to Forecast Revenue in Salesforce with Product Schedules

Product Schedules allow you to generate delivery and revenue schedules for the deals that you close or plan to close, enabling your finance team to better predict future revenues. During this process, the rep selects the necessary products and clicks “Save.” Because things are looking up, and they’re feeling as though this opportunity is going to successfully close in the near term, it’s now the perfect time for either the sales rep or the finance manager to Once each of those Opportunities has schedules, it’s easy to generate reports and dashboards that will help the finance office better understand the amount of revenue they can expect during any given time period. By utilizing the “Opportunities with Products and Schedules” report type, you can create reports and dashboards displaying scheduled revenue by Product, Product Family, or any other variables you might need.

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