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A year ago, we launched Field Service Lightning to bring a new approach to field service. In my four years on the Service Cloud team at Salesforce, I have never seen a product generate so much momentum and excitement with our customer and partners. In an increasingly connected world, driven by IoT and countless consumer experiences, we see that organizations are looking to transform their field service organizations to provide proactive and personalized service.
Today, I am pleased to announce that the Field Service Lightning Mobile App for iOS is available for immediate download from the Apple App Store. We’ve consistently heard from customers that Salesforce1 is terrific but mobile workers have been clamoring for a purpose-built application. You asked for it, and now we’ve answered: Field Service Lightning for iOS is here. Powered by a gorgeous and easy-to-use user interface, this app is built to be offline first, and optimized to improve first visit resolution.
Whether you’re a manufacturing, healthcare, financial services, telecommunications, or utilities company, this mobile app can be tailored to provide your mobile workforce with exactly what they need. Want instant access to job schedules to plan out your work day? Done. Or maybe you need Knowledge articles to help complete tricky jobs? You bet. You can even give visibility into van stock and product inventory so users can keep track of all the parts they have and the parts they will need. This powerful tool empowers your workers to deliver exceptional service to your customers.
The new iOS app is the most location-aware Salesforce mobile app to date. Map and navigation services are integrated with the app to give your workers a preview of their appointments including travel time estimates, and to navigate them to their next appointment.
Field Service Lightning can also send your technicians’ geolocation information back to the scheduling optimizer so that you can be confident that technicians are being dispatched efficiently.
Having all the information you need is key to resolving customer issues on the first visit. So we built an app that lets you easily view all of the activity on a Work Order to date. Chatter means real-time collaboration with other colleagues and headquarters is easier than ever. That way even when they are alone out in the field, your technicians are never stranded!
But what would a great mobile app be without notifications to tell you what you missed? Well, you’ll never have to miss an important message ever again. Push notifications alert users to all new Chatter posts related to their appointments. They are also notified about important changes to their service appointments. Now your technicians can pivot on the fly, even when there are last-minute cancellations!
It was very important for us and our customers that our app meet the challenges that face a mobile workforce. That’s why we designed the app to be completely offline capable. You will never again have to worry about poor network connectivity interfering with completing a job. With the Field Service Lightning iOS mobile app, network access is no longer required to complete a job.
Any changes, such as creating or updating a record, are all stored in the device’s local memory. Service appointments, work orders, and all associated data is also automatically stored in local memory to be used offline. Then, when network connectivity is restored, the app syncs with Salesforce, and voilà!
Note: This app requires your Salesforce org to have Field Service Lightning. Additionally, individual users need a Field Service Lightning Technician license to be able to use this app. Contact your Salesforce Account Executive for more information on purchasing Field Service Lightning and user licenses.
Want to see the Field Service Lightning mobile app in action?
Join the webinar "What’s New with Field Service Lightning" on February 21, at 11 AM PST to learn more. Register here: http://bit.ly/whatsnewFSL
You may be asking yourself “What about Android?” Well, we’re excited to say that we are bringing Field Service Lightning to Google’s wildly popular mobile platform. Work has begun on the Android mobile app. Expect to see it available on Google Play by the Winter ‘18 release in October 2017.
We’re taking a fresh approach to delivering the best user interface on Android. Here is a sneak peak!
Additional key features available today on iOS:
Easy-to-use, clear, and beautiful user interface to view service appointments, work orders, inventory, service history and other important information from anywhere.
Extend and customize this application using configurable layouts to reorganize information, and list views to control user schedules. Custom tailored quick actions, Salesforce Flows, and deep-links to other apps allow users to tackle any case.
Access helpful Knowledge Articles like product manuals or step-by-step instructions to help you finish tricky tasks.
Stay informed with the most up-to-date information with automatic push notifications to relevant users.
Easily obtain proof of service using your touch screen to capture customer signatures.
Quickly generate and send Service Reports to your customers after completing jobs.
Effortlessly manage your van stock inventory and record product transactions.
Plan ahead by viewing the parts required to complete a job, and easily record the products consumed while completing a job.
Declare your time off by recording it in the application.
Scan barcodes and QR codes directly from the app.
Use work order line items to intuitively visualize the different steps required to finish complex jobs.
