Salesforce Field Service Lightning

CloudMasonry was formed by a group of seasoned enterprise Salesforce consultants that were looking for a new way to deliver their services. With over a decade of Salesforce consulting experience we knew that organizations of all sizes were desperately seeking reliable consulting partners, so why should large enterprises hold a monopoly on that pool of talent.

CloudMasonry By The Numbers

10 +

YEARS OF SALESFORCE
EXPERIENCE

4 +

AVERAGE SALESFORCE
CERTIFICATIONS BY CONSULTANT

10 /10

PERFECT SALESFORCE
CUSTOMER SATISFACTION SCORE

Salesforce Field Service Lightning

CloudMasonry was the first Salesforce consulting partner to establish a dedicated Field Service Lightning consulting practice. CloudMasonry assists organizations in their implementation of Salesforce Field Service Lightning through our use of iterative design and project delivery principles. Our approach to system design is to balance the need for a simple and efficient user experience with the need for robust data and reporting capabilities demanded by modern enterprise organizations.

Salesforce Field Service Lightning engagements bring our resources into partnership with our clients technicians and support teams to collaboratively design and build a bespoke scalable solution to meet the immediate needs of today, with an eye on accommodating the emerging enterprise requirements of tomorrow.

Salesforce Field Service Lightning

Organize your data and provide your users a 360 degree view of your current customers. See the complete history of every customer account, their purchased products and services, support tickets, and a history of all interactions. Never again will the right hand not know what the left is doing.

Customer Accounts | Multi-Account Hierarchies
Contacts | Roles and Relationships | Support History
Cases | Assets | Work Orders | Entitlements

Work Order Management

Efficiently manage your onsite client work with Salesforce Field Service Lightning Work Order management. Capture the specifics around every job, track the equipment and resource needs, assign the appropriate field technicians based on skill set and track the final outcome. Work Order management provides organizations of all sizes a scalable solution for the management of their resources in the field.

Opportunity Integration | Case Integration | Maintenance Plans
Skill Requirements | Service Resource Skill Matching | Product Requirements
Work Order Time Requirements | Business Hours
Mobile Application Notifications | Mobile Work Order Management

Resource Scheduling and Management

Never again send the wrong resource for a job. Salesforce Field Service Lightning matches service resource to available work based on matching skillset and availablility.

Work Order Management | Service Resource Assignments | Work Types
Service Resource Skills | Work Order Skill Requirements
Service Appointment Scheduling | Absence Requests | Time Sheet Management
Service Resource Travel Routing | Job Feedback Tracking

Dispatcher Console

Enjoy that feeling of a plan coming together. Field Service Lightning provides realtime visibility into the location of your resources and their assigned work, while providing a single location to manage where they go next.

Appointment Visibility and Management | Gantt Charting
Resource and Appointment Mapping | Resource Driving Routes and Traffic Details
Resource Utilization | Resource Absence Management

Inventory and Service Appointment Management

Ensure your Service Representatives have what they need before they leave for each and every job. No more trips back to the office for an addtional part or missing tool.

Work Order Product Requirements | Required Inventory Management
Inventory Consumption and Replenishment | Inventory Locations and Quantities
Service Appointment Mapping and Rescheduling | Service Resource Assignments

Field Service Lightning Mobile Applications

Your service representatives bring a lot with them to each client job, with the Field Service Lightning mobile application they can leave those scraps of paper for note taking in the van. Allow your service representatives to leverage the device already in their pocket to schedule, collaborate, track and provide feedback on the work that has been assigned and the results they have achieved in the field.

Appointment Notifications and Scheduling
Geo Location Tracking | Appointment Route Planning | Find Nearby Work
Inventory Management | Appointment Feedback and Resolution

Client Success Stories

In collaboration with the Strata team, CloudMasonry undertook a process of identifying and implementing meaningful Salesforce enhancements to better align its design with the current needs of the business.

CloudMasonry designed a solution to centralize both client communications and operational data to ensure more efficient client responses without the need for additional headcount.

Through ongoing partnership and an Salesforce innovation cadence, CloudMasonry has enabled CREXi to respond to the changing needs of its business as it experiences tremendous organizational growth.

CloudMasonry worked collaboratively with Prosci and others to re-architect their existing Salesforce environment to accommodate newly integrated business systems while minimizing the disruption to existing user processes.

Through an ongoing partnership, CloudMasonry has enabled Teys USA to improve its user’s Salesforce experience through the automation of repetitive tasks and the removal of redundant data requests.

CloudMasonry enabled the dental care startup Evenly, to hit the ground running with a purpose-built Salesforce solution. In a few short weeks, CloudMasony was able to design and deliver an integrated solution that met both the needs of today while still accommodating the anticipated need to scale in the future.

CloudMasonry enabled Bernie’s Book Bank to better anticipate their needs and have a greater organizational impact by restructuring their use of Salesforce and providing ongoing support and guidance.

CloudMasonry helped Kensington gain valuable insights into their account-based marketing efforts through the implementation of an advanced marketing analytics tools.

CloudMasonry partnered with Clickbooth to deliver in 3 weeks a consolidated instance of Salesforce providing a true 360-degree view of all customer data.

CloudMasonry partnered with Flexera to develop and integrate a new online community in support of over 80,000 customer and partner community users.

CloudMasonry partnered with Beamery to transform their end-to-end selling process and to provide ongoing innovation services allowing Beamery to respond quickly to changes in technology or business need.