{"id":3823,"date":"2024-03-15T09:36:56","date_gmt":"2024-03-15T09:36:56","guid":{"rendered":"https:\/\/www.rafter.one\/?p=3823"},"modified":"2025-06-11T11:58:29","modified_gmt":"2025-06-11T11:58:29","slug":"discover-5-salesforce-field-service-spring-24-release-features","status":"publish","type":"post","link":"https:\/\/www.acxiom.com\/salesforce\/discover-5-salesforce-field-service-spring-24-release-features\/","title":{"rendered":"Discover 5 Salesforce Field Service Spring \u201824 Release Features"},"content":{"rendered":"<style>@media only screen and (max-width: 600px) {.gb-69f51da432927{font-size: 30px!important;}}<\/style>\n<h2 class=\"gb-69f51da432927 wp-block-heading\" id=\"h-application-architect-bruce-lee-stewart-digs-into-the-exciting-salesforce-field-service-spring-24-release-features-nbsp-nbsp\">Application Architect, Bruce Lee Stewart digs into the Exciting Salesforce Field Service Spring \u201824 Release Features.&nbsp;&nbsp;<\/h2>\n\n\n\n<p><em>&#8220;Adventure awaits!\u201d<\/em>&nbsp;<\/p>\n\n\n\n<p>=== === ===&nbsp;<\/p>\n\n\n\n<p>Salesforce\u2019s three yearly updates are an exciting time for many in the Salesforce ecosystem. It\u2019s great to crack into a pre-release org and seek out what may have changed. What\u2019s new? What is even better than before? Some admins, architects, consultants and end-users even flood the community or social media with \u201cTreasure Hunt\u201d findings when preview orgs are released &#8212; even before release notes are available.&nbsp;Like all seasoned cloud offerings, Salesforce brings many new features to market with their releases, including:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Cutting edge new technology features&nbsp;<\/li>\n\n\n\n<li>Bug fixes or gap fillers from past releases&nbsp;<\/li>\n\n\n\n<li>Answers to upvoted \u201cIdeas\u201d from the Salesforce <a href=\"https:\/\/ideas.salesforce.com\/s\/\" target=\"_blank\" rel=\"noreferrer noopener\">IdeaExchange<\/a>&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>Release Notes may also sometimes promise or tease features that either come only in beta format or are eventually omitted from the actual release. The publisher\u2019s reason to hold back a feature may be many \u2013 and are often centered around delivering high-quality MVP features that can scale, and do not cause conflicts.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-ups-and-downs-of-feature-anticipation-nbsp\">The Ups and Downs of Feature Anticipation&nbsp;<\/h2>\n\n\n\n<p>We get excited for new features. Excitement can be peppered with disappointment if a feature you had your heart set on is not finally delivered. This can leave adventurous folks with a feeling not unlike Indiana Jones.&nbsp;<\/p>\n\n\n\n<p>Indy was great at finding treasures, but sometimes they\u2019d be lifted out of his clutches at the last minute. The last few Field Service releases have left me feeling like that.&nbsp;Great things may be around the next bend. You can feel great power in the package. But some features may be mentioned, then pulled away.&nbsp;This should hopefully result in a future release, ensuring a trusted, feature-rich platform.&nbsp;<\/p>\n\n\n\n<p><strong>Treasure Delayed is NOT Treasure Denied!&nbsp;<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-5-salesforce-field-service-spring-24-release-nbsp-features-nbsp\">5 Salesforce Field Service Spring \u201824 Release&nbsp;Features&nbsp;<\/h2>\n\n\n\n<p>While we await the next wave of gems, let\u2019s explore the standout features in the Salesforce Field Service Spring \u201824 release that we can enjoy now.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-1-pillar-einstein-nbsp-nbsp\">1. Pillar \u2013 Einstein&nbsp;&nbsp;<\/h4>\n\n\n\n<p>Originally touched on back during our review of the <a href=\"\/salesforce\/winter-24-release-salesforce-field-service-ai-potential\/\" target=\"_blank\" rel=\"noreferrer noopener\">Winter \u201824 Release<\/a>, \u201cPre-Work Briefing\u201d is an exciting Generative AI feature, (now) available to Unlimited Plus Customers.&nbsp;Utilizing a \u201cLarge Language Model\u201d (LLMs) dataset, Salesforce Einstein AI can generate text based on prompts containing existing data.&nbsp;<em>\u201cSummarize the visit the worker is about to go on.\u201d<\/em> There is great value in delegating such tasks to a capable AI. This may eliminate \u201cpaper-shuffling\u201d or \u201cbutton-mashing\u201d and prepare workers for the jobs they are about to do by providing human-readable text, without forgetting a detail.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<p><strong>&nbsp;Mobile&nbsp; <\/strong><a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=release-notes.rn_fieldservice_248_einstein_pre_work_brief.htm&amp;release=248&amp;type=5\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Pre-Work Briefing<\/strong><\/a>&nbsp;<\/p>\n\n\n\n<p>The Pre-Work Brief goes above and beyond to deliver information you already have, and the mobile worker could expend time clicking around to hunt for before each and every job. Or the AI could \u201cget that for you\u201d and reach into all those screens to deliver a concise summary. This helps workers best prepare for the next job.&nbsp;<\/p>\n\n\n\n<p><em>Other features established for the Field Service Pillars: Resource Management, Operations, Customer Engagement, Mobile.<\/em>&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-2-pillar-resource-management-nbsp\">2. Pillar \u2013 Resource Management&nbsp;<\/h4>\n\n\n\n<p><strong>Item &#8211; (Beta) Better Performance for Service Appointment <\/strong><a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=release-notes.rn_fieldservice_248_dispatcher_console_appointment_list_filtering.htm&amp;release=248&amp;type=5\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>List Views<\/strong><\/a><strong> on the Gantt<\/strong>&nbsp;<\/p>\n\n\n\n<p><em>What did we say about Beta features?<\/em>&nbsp; Well, this is a leap forward for those who may experience pesky \u201chorizon too long\u201d or other mysterious errors when loading even a well-filtered Service Appointment list to the Gantt, while viewing a busy territory set. Without this feature, sometimes \u201call\u201d appropriate Service Appointments are loaded to the browser while viewing the Gantt, and *then* filtering is applied to build the list view to the left of the Gantt.&nbsp;That can result in fairly generic error message(s), or worse \u2013 not seeing all expected appointments in a list. This feature hopes to streamline and improve that filtering and display experience.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-3-pillar-field-service-operations-nbsp\">3. Pillar \u2013 Field Service Operations&nbsp;<\/h4>\n\n\n\n<p><strong>Item &#8211; <\/strong><a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=release-notes.rn_fieldservice_service_documents.htm&amp;release=248&amp;type=5\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Service Documents<\/strong><\/a><strong> \/ Document Builder<\/strong>&nbsp;<\/p>\n\n\n\n<p>Generally available \u2013 doc builder boasts the ability to produce multiple branded documents, potentially generated from dynamic templates. You and your admins centralize what\u2019s common, so that distinct items document to document get the attention they need. This is handy if perhaps workers are required to collect or deliver different sets of information than the (existing) branded Service Report at end-of-job.&nbsp; Different \u201cdaily summary\u201d or \u201chealth check\u201d data to output with branding? Doc builder has you covered.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-4-pillar-customer-engagement-nbsp\">4. Pillar \u2013 Customer Engagement&nbsp;<\/h4>\n\n\n\n<p><strong>Item \u2013 <\/strong><a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=sf.mfs_appointment_assistant_payments.htm&amp;type=5\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Pay Now for Services<\/strong><\/a><strong> with Pay Now<\/strong>&nbsp;<\/p>\n\n\n\n<p>What is it? R1 has highlighted our <a href=\"\/salesforce\/salesforce-pay-now-a-game-changer-for-business-transactions\/\" target=\"_blank\" rel=\"noreferrer noopener\">Pay Now Quick Start<\/a>. Excitingly this is breaking through for use on FS Mobile with the power of Flow. Field Service Mobile users can generate and send a link to customers.&nbsp;Customers can pay for services rendered. Workers stay focused in the app used for scheduling, communication, directions, inventory consumption, and customer sign-off.&nbsp;Customers receive a secure link to pay with their chosen method of payment.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-5-pillar-mobile-nbsp\">5. Pillar \u2013 Mobile&nbsp;<\/h4>\n\n\n\n<p><strong>Item &#8211; <\/strong><a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=release-notes.rn_fieldservice_lwc.htm&amp;release=248&amp;type=5\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Lightning Web Components<\/strong><\/a>&nbsp;<\/p>\n\n\n\n<p>What is it? Under the heading of \u201cMobile App Builder\u201d Salesforce now offers more and more customization for the FS Mobile app, without compromising on its core function as an offline-first data collection and communication tool for field workers.&nbsp;Protective gear can lead to dexterity challenges, so keeping the app as user-friendly as possible helps ensure worker safety and data integrity. Now that we can customize the app navigation, we can bring front of mind (front of device?) critical links, while de-emphasizing controls that are not needed in the current context. Also, LWC bring to mobile the capability to extract text form images, improve barcode scanning, and pave the way for Near Field Communication (specific to Android at this time). Near Field Communication allows meter readings from Asset to your mobile device, over a distance of approximately 4 cm \u2013 like a \u201ctouchless\u201d reading. What that means is that&nbsp;instead of talking back and forth with an Asset record in Salesforce, that FS Mobile (Android users) may now talk back and forth with actual Assets in the physical world. This is a great step in data collection from assets equipped this way.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-an-ongoing-quest-for-valuable-features-nbsp\">An Ongoing Quest for Valuable Features&nbsp;<\/h2>\n\n\n\n<p>Curiosity, courage, and patience may lead an explorer to successfully track down treasure in an adventure movie. When we apply the same qualities to a review of each Salesforce Field Service Release, we can find valuable features that contribute to the safety and effectiveness of workers tasked with meeting customers in the field.\u00a0I encourage you to explore your pre-release org, sandbox, or updated production instance, or to contact Acxiom for help with your next implementation.<\/p>\n\n\n\n<p><strong><em>\u2013 Bruce Lee Stewart, Application Architect<\/em><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Application Architect, Bruce Lee Stewart digs into the Exciting Salesforce Field Service Spring \u201824 Release Features.&nbsp;&nbsp; &#8220;Adventure awaits!\u201d&nbsp; === === ===&nbsp; Salesforce\u2019s three yearly updates are an exciting time for many in the Salesforce ecosystem. It\u2019s great to crack into a pre-release org and seek out what may have changed. What\u2019s new? What is even [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":5417,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":true,"_gspb_post_css":"","inline_featured_image":false,"footnotes":""},"categories":[6,51,93,8,116,28],"tags":[131,83,80,58,143,55],"topics":[],"class_list":["post-3823","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-managed-services-page","category-managed-services-ssc-elevate","category-news","category-resources","category-thought-leadership","tag-field-service","tag-managed-services","tag-news","tag-salesforce-partners","tag-salesforce-release","tag-thought-leadership"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Discover 5 Salesforce Field Service Spring \u201824 Release Features - 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