At a glance
- Industry
- Industrial Services
- Platforms
- Salesforce Sales Cloud, Salesforce Field Service
- Service
- Implementation Rescue, Implementation
- Results
- 75-100 workers tracked license-free · $100K prior failed build rescued
The challenge
A prior implementation left broken Gantt scheduling that errored on any project over 15 days, no way to track ~100 field workers without paying for Salesforce licenses each, and inefficient flows that fired 30 emails at once.
What we did
- A custom Labor Resource object to track external contractors and certifications without Field Service licenses
- Bidirectional sync between work orders and service appointments to eliminate duplicate entry
- Corrected multi-day appointment configuration enabling 30-90 day project scheduling
- Restructured task-creation flows using variables instead of hard-coded assignments
The results
Within a 20-hour engagement the team eliminated per-worker licensing for 75-100 laborers, fixed the multi-day scheduling errors, centralized resource management, and restored confidence after the failed prior build.
What you’ve been able to fix… that’s awesome.
Client, Industrial Services
Does this sound like your team?
- The Gantt view breaks or errors whenever a project runs longer than a couple of weeks, so crews get scheduled elsewhere.
- You pay, or expect to pay, a Salesforce license for every contract laborer just to track assignments and certifications.
- A single status change sends a burst of duplicate emails, and dispatchers enter the same details on work orders and appointments.
Where we would start
Start with an audit of what the previous build actually does before adding anything. Here the fixes were configuration and design: multi-day appointment settings, flows rewritten to use variables, and work orders synced with service appointments. For contract labor, a custom object can track people and certifications without giving each worker a license. Confirm that approach fits how contractors are dispatched before building it.