Ask the Expert: Going Live with Salesforce Field Service in 4 Weeks with Brittany Lehr

Throughout every Salesforce Field Service project I’ve been a part of, the main factor that impacts the success of a project more than anything is having sufficient field service experience. Salesforce Field Service isn’t a plug-and-play solution, it’s a robust system by design, because field service in its nature is expansive and has to be configurable to the specific nuanced details of every customer.

For Salesforce Field Service to not only be implemented but tailored well, it has to be implemented by Salesforce Field Service experts who truly understand field service like the back of their hand. And with that comes a (typically) higher price tag due to longer implementations, which puts Salesforce Field Service out of reach for many businesses constrained by budget, internal resources, and those who need a faster implementation and can’t afford to wait months for (already limited) Salesforce Field Service experts to be available.

That’s why Bolt Data offers a Salesforce Field Service Rapid Foundation. It makes Salesforce Field Service accessible to companies who need it to run their field service organization. It’s a speedy, affordable implementation built on best practices, offering a complete solution that can get companies up and running in 4 to 10 weeks. You receive a comprehensive Salesforce Field Service implementation, completed by certified experts with 300+ years of combined field service experience, quickly and at a great value. (Did you know Bolt Data is a featured Salesforce Field Service partner?)

After successfully implementing our Salesforce Field Service Rapid Foundation for several companies, I wanted to share the most common questions we get regarding implementation, functionality, and post-go-live planning to help you determine if a rapid foundation is right for your company.

Question: How does Bolt Data’s Rapid Foundation differ from a standard Salesforce Field Service implementation?

Unlike a standard Salesforce Field Service implementation, which can take 6-12 months or more and requires extensive customization, the Rapid Foundation uses industry best practices, maximizes out-of-the-box capabilities, and pre-built configurations to deliver a robust service management solution quickly and efficiently. 

Question: Who is the Salesforce Field Service Rapid Foundation ideal for?

This solution is ideal for small and medium sized companies or businesses that need a fast, cost-effective implementation of Salesforce Field Service. It’s perfect for organizations with budget constraints, limited internal resources, or those needing to deploy Salesforce Field Service rapidly to support their field service operations.

Question: What can clients expect during the implementation period?

During the implementation period, clients can expect a comprehensive process that includes discovery and requirements gathering, configuration and customization of the Salesforce Field Service, data migration, solution testing, and go-live support. Our team of certified Salesforce Field Service experts follow Salesforce’s Adaptive Implementation Methodology and work closely with customers to ensure a smooth and successful implementation. 

Question: What kind of support does Bolt Data provide after the Salesforce Field Service Rapid Foundation is implemented?

Post-implementation, Bolt Data offers ongoing support options including additional releases and enhancements, managed services and professional services to ensure the continued success of your Salesforce Field Service deployment and maximize the value of your investment. We’re committed to helping our clients fully leverage their Salesforce Field Service investment and continue expanding its functionality. 

Question: How does the Salesforce Field Service Rapid Foundation ensure the solution is tailored to each client’s specific needs?

Even though the Rapid Foundation uses pre-configured templates and best practices, it is still highly customizable and we offer many enhancement add-ons such as Virtual Remote Assistant (VRA). This ensures that the Salesforce Field Service implementation meets the specific needs of each client’s field service operations.

Question: Can the Salesforce Field Service Rapid Foundation scale with a growing business?

Absolutely. The Salesforce Field Service Rapid Foundation is designed to be scalable and maximizes out-of-the-box Salesforce capabilities to reduce system complexities. As your business grows and your field service needs evolve, the solution can be expanded and enhanced to accommodate new requirements. Our team is here to support you every step of the way, ensuring that your Salesforce Field Service implementation continues to meet your business needs.

 

Getting Started with Salesforce Field Service

If you haven’t yet, I encourage you to check out our 4.9/5 consultant rating on the Salesforce AppExchange to hear from the customers we’ve helped find the right solution for their business. Drop us a message if you’d like to discuss your field service project. 


     

    About the Author

    Brittany Lehr is a Bolt Data Solution Architect with 5+ years of Salesforce Field Service experience. As a member of the Salesforce Advisory Board for Salesforce Field Service, Brittany is a respected voice in the industry and brings a wealth of knowledge and expertise to every project. She is passionate about helping businesses optimize their field service operations through innovative Salesforce solutions.

    Connect with Brittany on LinkedIn