Salesforce FSL Implementation With Mobile App Integration On Heroku For Service King Company

GetOnCRM > Salesforce FSL Implementation With Mobile App Integration On Heroku For Service King Company

Salesforce FSL Implementation With Mobile App Integration On Heroku For Service King Company

Our client is a profitable organization that provides cleaning and maintenance services to a variety of commercial, residential, and trade customers. These procedures are carried out by their service partner. For any service, the customer first contacts Service King directly, and then Service King will dispatch a service partner to do the job. These Service Partners go to the location and finish the job.

FSL Implementation Requirement

  • Service Partner Onboarding
  • Field Service Lightning Integration
  • Job Inquiry From the Service King Website and phone
  • Customer Orders via the Service King Mobile App, Website & Phone

FSL Implementation Requirement

  • Service Partner Onboarding – Service Partners are engaged as leads via their website, and after documents and other verifications are completed, they are granted access to the FSL mobile app.
  • Field Service Lightning Integration – After the order is received from the service king mobile app this order is dispatched to the service partner according to service partner availability. Service Partner receives these appointments on FSL Mobile App. And Perform their Job according to assigned service appointments. The Field Service Lightning has features such as scheduling, rescheduling, assessment of job , providing quotation to customer, customer feedback, report to make payment to service partner.
  • Job Inquiry From the Service King Website and phone – Job inquiries are generated directly in the salesforce via the website. And fulfilled using the Field Service Lightning.
  • Customer Orders via the Service King Mobile App, Website & Phone —all orders come through the various channels, and the data is synced in Salesforce via the Heroku integration.

Challenges

Here are few challenges that our team faced while implementing FSL:

  • Implementing the public URL for file upload and file verification Process.
  • Integrate Salesforce with Service King Mobile App using heroku integration.
  • Integration of Xero using zapier for payment.
  • Integrating the Marketing Cloud with Salesforce for Sending Email And SMS.
  • Configure the FSL Mobile App For Community User(Service Partner).
  • Implementing the different business scenarios that clients want in Field Service Lightning.
  • Implementing the Web-To-Case For Job Inquiry And Reflecting  that Case Is Data during WorkOrder Creation.

Solution & Approach

Our team of certified Salesforce specialists having in-depth expertise in various Salesforce modules studied the objective of the requirement and came up with solutions to overcome the challenges:

  • Salesforce Integration with Heroku.
  • Use Marketing cloud for Email Template
  • We use Xero for Payment Integration.
  • For the Sales Process, we use lightning flow, Lightning Components, Apex Class.
  • Field Service Lightning For Work Order Booking And Dispatching, Managing Service Partner, Service Territories.

Technology

  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • Field Service Lightning
  • Community
  • Payment Integration – Xero
  • Heroku Integration with Salesforce
  • WordPress  integration with salesforce using Gravity Form

Key Benefits

With our solutions of Chatbots automation Salesforce Einstein Implementation, our client achieved customized Einstein Bot with custom chat header that allows their customer to connect a video meeting with in chat screen meet video call option.

  • Our Client will be able to onboard service partners directly from website to salesforce.
  • Payment integration will be managed from salesforce for commercial and trade type of service.
  • Admin can book appointments and dispatch appointments to service partners.
  • Service King Organization is a service partner that can use FSL Mobile App for managing their service appointment.

FSL Implementation Requirement

  • Service Partner Onboarding – Service Partners are engaged as leads via their website, and after documents and other verifications are completed, they are granted access to the FSL mobile app.
  • Field Service Lightning Integration – After the order is received from the service king mobile app this order is dispatched to the service partner according to service partner availability. Service Partner receives these appointments on FSL Mobile App. And Perform their Job according to assigned service appointments. The Field Service Lightning has features such as scheduling, rescheduling, assessment of job , providing quotation to customer, customer feedback, report to make payment to service partner.
  • Job Inquiry From the Service King Website and phone – Job inquiries are generated directly in the salesforce via the website. And fulfilled using the Field Service Lightning.
  • Customer Orders via the Service King Mobile App, Website & Phone —all orders come through the various channels, and the data is synced in Salesforce via the Heroku integration.

Challenges

Some Challenges we faced were:

  • Implementing the public URL for file upload and file verification Process.
  • Integrate Salesforce with Service King Mobile App using heroku integration.
  • Integration of Xero using zapier for payment.
  • Integrating the Marketing Cloud with Salesforce for Sending Email And SMS.
  • Configure the FSL Mobile App For Community User(Service Partner).
  • Implementing the different business scenarios that clients want in Field Service Lightning.
  • Implementing the Web-To-Case For Job Inquiry And Reflecting  that Case Is Data during WorkOrder Creation.

Solution & Approach

Our team of certified Salesforce specialists having in-depth expertise in various Salesforce modules studied the objective of the requirement and came up with solutions to overcome the challenges:

  • Salesforce Integration with Heroku.
  • Use Marketing cloud for Email Template
  • We use Xero for Payment Integration.
  • For the Sales Process, we use lightning flow, Lightning Components, Apex Class.
  • Field Service Lightning For Work Order Booking And Dispatching, Managing Service Partner, Service Territories.

Technology

  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • Field Service Lightning
  • Community
  • Payment Integration – Xero
  • Heroku Integration with Salesforce
  • WordPress  integration with salesforce using Gravity Form

Key Benefits

  • Our Client will be able to onboard service partners directly from website to salesforce.
  • Payment integration will be managed from salesforce for commercial and trade type of service.
  • Admin can book appointments and dispatch appointments to service partners.
  • Service King Organization is a service partner that can use FSL Mobile App for managing their service appointment.

Create a Salesforce experience that's right for your business.

Reinforce your sales, service or marketing efforts with Salesforce implementation services from GetOnCRM Solutions.
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Create a Salesforce experience that's right
for your business.

Reinforce your sales, service or marketing efforts with Salesforce implementation services from GetOnCRM Solutions.
Let’s Get Started