How to Enable Field Service Lightning in Salesforce? Step by step guide

If you’re looking to simplify your field service operations, Field Service Lightning (FSL in Salesforce) is a game-changer. Whether you’re new to Salesforce or a skilled user, enabling Field Service Lightning can significantly improve your ability to manage field technicians, appointments, and customer service.

The best part? As a beginner, you can easily follow this simple process to get started with Salesforce Field Service Lightning, even if it’s your first time navigating the setup.

In this guide, we’ll walk you through the steps to enable Field Service Lightning from scratch—ensuring you gain the knowledge and confidence to integrate it smoothly into your Salesforce environment.

Prerequisites for Enabling Field Service Lightning

Tips
Ensure you meet the prerequisites before starting the integration process
  1. You must have a Salesforce Field Service Lightning license.
  2. Salesforce Lightning should be enabled in your organization.
  3. Grant appropriate permissions to users for accessing FSL features.
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Step 1
Enable Field Service Lightning

To start, you need to enable Field Service Lightning in Salesforce. As a beginner, this step is straightforward:

  1. Go to Setup in your Salesforce instance.
  2. In the Quick Find box, type “Field Service Settings.”
  3. Click on Field Service Settings.
  4. Check the box to Enable Field Service Lightning.
  5. Click Save.
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Step 2
Install the Field Service Managed Package

The Field Service Lightning managed package is required to fully integrate the service. Here’s how you install it:

  1. Visit the Salesforce AppExchange and search for Field Service Lightning.
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2. Select the package and click Get It Now.

3. Follow the installation prompts. Ensure you select the correct options based on your organization’s needs.

4. Once the installation is complete, navigate to the Field Service tab in Salesforce.

Step 3
Set Up Your Field Service Users

Now that you've enabled FSL in Salesforce, it’s time to configure your users:

  1. Go to Setup and search for Users.

2. Assign Field Service Lightning permission sets to the users who need access to the platform.

3. Ensure users have the roles of Field Service Admin, Dispatcher, and resources to manage different tasks. 

Step 4
Configure Service Territories and Resources

To optimize field operations, you must set up service territories and define resources (field technicians). Here’s how you can do it:

  1. Go to the Field Service Admin tab and create Service Territories.
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2. Define resources that will be used in service operations.

3. Set up work orders and service appointments for effective scheduling.

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Configure the Mobile App for Field Technicians

Once everything is set up in Salesforce, ensure field technicians can access tasks through the mobile app. This step will allow technicians to stay connected and update their work in real-time:

  1. Download the Salesforce Field Service mobile app from the app store (iOS or Android).
FSL

2. Log in using your Salesforce credentials.

3. Technicians can now view work orders, accept appointments, and manage their schedules directly on their mobile devices.

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Testing the Integration

Finally, it’s time to test the integration. Here’s how you can do it:

  1. Create a service appointment and assign it to a technician.
  2. Ensure the technician receives the task via the mobile app.
  3. Check the progress of the service appointments directly in Salesforce to verify everything is running smoothly.

Why Choose Simpliigence?

By following these simple steps, even as a beginner, you can easily enable Field Service Lightning in Salesforce and start optimizing your field service operations. Salesforce Field Service Lightning offers powerful features that help businesses better manage customer service and improve technician productivity. With this step-by-step guide, you’re on your way to using FSL in Salesforce and improving your field service management without hassle.

Ready to Set up FSL in Salesforce?

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