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Salesforce Field Service Guide cover

Salesforce Field Service Guide

Field Service is an add-on to Service Cloud, Salesforce’s customer service management platform. It is Salesforce’s solution to managing a team of service technicians who visit customer sites.

Today, customers request service from many channels, including:

Salesforce Field Service has three main pillars:

  • Chat
  • Phone
  • Email
  • Retail Locations
  • Point of Service
  • Internet of Things (IoT)
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Guide

The executive guide to banking transformation

The executive guide to banking transformation Canadian financial institutions rarely suffer from a lack of technology. More often, the challenge lies in managing complex legacy architectures and addressing accumulated technical debt under heightened regulatory attention from the Office of the Superintendent of Financial Institutions (OSFI). In this environment, business leaders face constant pressure to deliver…
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Video

Your Approval Process Is Not Slow Because of People.

Your Approval Process Is Not Slow Because of People. with Greg Poirier In this video, Senior Vice President of the Salesforce Practice at Ateko, explains why enterprise leaders are asking the wrong questions about AI adoption. Instead of using technology to make legacy workflows faster, he details how organizations must audit their core processes to…
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