Multi Select Option set – Learnings

Last year, when multi select option sets were released, I wrote an article about this new data type and how it will be displayed on the form. You can find it here. Recently, while working on a project got a chance to work with multi select option sets and found out that there are few […]

Agile or FRAgile – Where are we heading

Being an iteration manager, I still wonder if I am delivering the Agile Way. Below is as-is. I will post another on to-be. Sprints every 2 weeks – Check Agile Ceremonies – Planning, Review, Retro, Stand ups – Check Developing, testing, Delivering – Check Continuous improvement and continuous delivery (CI/CD) – Check Best cross-functional teams […]

Field Service Agreements

Here I would like to mention a few important points w.r.t exam preparations Agreements act as a framework for automatically generating work order and invoices. The system allows you to define a work order recurring schedule for a period of time. * One Agreements can have multiple schedules For example An Agreement can have a […]

Unable to Import FSDemoData using Package Deployer

This was an issue I faced while working Field Service Demo data for exam preparation. Field Service Demo data is provided as part of training which can be used to understand the functionality. Package Deployer tool was provided to import few customizations and some data into CRM organisation. However, When I tried to run this […]

Field Service – Business Processes

It is important to Memorize these business processes if you are planning to take Field Service Exam. Work order Business Process Active à Schedule à Close Work order life cycle Agreement Business Process Active à Booking Setup à Agreement Status à Invoice Setup à Activate Agreement Purchase Order Business Process Draft àApprovalàSubmit à Purchase Order Receipt à […]

Field Service Administration

In Last two posts on Work Orders, we discussed basic information captured on a work order and how it is used. In this article we will focus Field service Administration where we define our configuration data like work order types, incident types, Characteristics etc. These configuration or administrative settings allow great flexibility and customization in […]