Familiarize yourself with basic reporting tools in Field Service. Create report types
to track KPIs, and explore out-of-the-box dashboards from Salesforce Labs
AppExchange.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning
Experience |
| The Agentforce Field Service and Operations core features, managed package, and
mobile app are available in Enterprise, Unlimited, and Developer
Editions. |
- Setting Field Service Key Performance Indicators
Key Performance Indicators (KPIs) are crucial to helping you scope your business's needs and align them with what Field Service provides. For example, KPIs can help you set efficient schedules and send workers to a job with the right skills and tools.
- Create Report Types for Field Service
Create report types to track field service activity in your org. To take your reporting a step further, use the Field Service Analytics App.
- Set Up Salesforce Labs Field Service Dashboards
Download a free package of Field Service dashboards and reports from Salesforce Labs AppExchange. Use these optional dashboards to create customized reports and dashboards for your field service operation.
