Gør dig bekendt med basisrapporteringsværktøjer i Field Service. Opret rapporttyper for at spore KPI'er, og udforsk dashboards, der er klar til brug fra Salesforce Labs AppExchange.
EditionsHeading
Tilgængelig i: både Salesforce Classic (ikke tilgængelig i alle organisationer) og Lightning Experience
Agentforce Field Service and Operations-kernefunktioner, den administrerede pakke og mobilappen er tilgængelige i versionerne Enterprise, Unlimited og Developer Edition.
Angivelse af Field Service-nøgletalsindikatorer KPI'er (key performance indicators - nøgletalsindikatorer) er vigtige for at hjælpe dig med at omfatte din forretnings behov og justere dem med, hvad Field Service leverer. KPI'er kan f.eks. hjælpe dig med at angive effektive tidsplaner og sende medarbejdere til et job med de rigtige færdigheder og værktøjer.
Opret rapporttyper for Field Service Opret rapporttyper for at spore Field Service-aktivitet i din organisation. Hvis du vil bringe din rapportering op på et højere niveau, skal du bruge Field Service Analytics-appen.
Opsæt Salesforce Labs Field Service-dashboards Download en gratis pakke med Field Service-dashboards og -rapporter fra Salesforce Labs AppExchange. Brug disse valgfri dashboards til at oprette tilpassede rapporter og dashboards for din Field Service-drift.
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