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Agentforce Field Service and Operations
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            Field Service Reporting Basics

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            Field Service Reporting Basics

            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.
             
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