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Agentforce Field Service and Operations
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            Set Up Salesforce Labs Field Service Dashboards

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            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.

            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.
            Note
            Note Salesforce Labs apps are free to use, but aren’t official Salesforce products and are considered community projects. These apps aren’t officially tested or documented. For help on any Salesforce Labs app, consult the Salesforce Trailblazer Community. Salesforce Customer Support isn’t available for these applications.

            The package easily installs three standard dashboards that chart objects in your Field Service org. It’s a good starting point for customizing performance and management dashboards that you can reconfigure and modify as needed.

            Some of metrics tracked include:

            • Number of completed appointments by a resource
            • Management by territory and utility
            • Total hours worked by resource
            • Number of maintenance plan checkins
            • Resource capacity by territory
            • Upcoming priority appointments
            • Total number of completed appointments by week
            • Products consumed by work orders
            • Average appointment and travel times

            System Administrator Dashboard

            System Admins dashboard with multiple panels

            This dashboard displays metrics - such as products needed and consumed, and overall performance for each type of work.

            Inventory Manager Dashboard

            Inventory Manager dashboard with multiple panels

            This dashboard displays information on how products are consumed and used, and by work order types.

            Service Manager Dashboard

            Service Manager dashboard with multiple panels

            This dashboard focuses on the work performance of resources and additional work order metrics.

            Download

            To download the dashboards, click Get It Now on the the Field Service Dashboards page on AppExchange.

            See Also

             
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