6 easy steps to leverage Resco Inspections in Salesforce for your field service operations

Field service processes can be quite complexFrom scheduling service appointments and filling out work order forms, to collecting data, taking photos in the field, and then uploading them to a CRM systemIt involves many steps that need to be carefully considered and executed. That’s why even a minor mistake can cost a lot.  

However, you can significantly reduce the number of errors, while also speeding up and streamlining the entire by choosing Resco as your field service mobile platformBy doing so, Salesforce users can leverage all the benefits of Resco Inspections. In this blog post, we’ll show you how.  

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12 free and ready-to-use templates – Resco Inspections for Salesforce

The Resco Inspections app for Salesforce comes with several sample questionnaire checklists for manufacturing, energy, and property maintenance processes. All templates have been designed in cooperation with our customers and partners. They are a result of the countless discussions we had with them at conferences all around the world.  

There are 12 free templates in total and all of them can be used straight away or you can use them as a starting point for further customization to fit your specific processes. You can access the templates in just a matter of minutes, speeding up and simplifying the process of questionnaire building, as well as the entire inspections process.  

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Resco Inspections for Salesforce – how is the data stored?

We get a lot of questions regarding how the data is stored in Inspections for Salesforce. This blog post will answer all those questions – and more!

Let’s start with the basics 

Resco Inspections is represented by 4 objects: Questionnaire, Question Group, Question, and as of recently, Questionnaire Folder. All Resco Inspections data is stored in these four objects. There is no additional system, database, or middleware involved. Continue reading

Why you need Salesforce-Resco implementation partner

Imagine you work with a non-profit organisation that provides health supplies to communities in remote regions. You have partners, employees and volunteers active in locations with intermittent access to the internet. They all need to be able to audit the health supplies in stock, the amount received during deliveries and the rate of utilisation at various locations in order to forecast demand and meet the needs of their critical collective mission.

Say your organisation already has Salesforce Non-Profit Success Pack and has selected Resco to support its offline capability need. Continue reading

Smartwatch inspections for flawless Salesforce field service

Wearables within enterprise present an opportunity for more efficient, hands-free work. According to ABI Research, by 2022, enterprise device revenue will reach $60 Billion. What are the top use cases where wearables drive value to Salesforce users? 

An inspection with Salesforce  

Imagine your daily job is to inspect boats underwater. The underwater environment can be challenging.  Even the most competent marine engineer faces harsh conditions like tight spaces or limited to zero-visibility. How to check the performance of machinery, work with documentation, and generate reports then?  Continue reading

FAQ – Get your answers about Resco for Salesforce [UPDATE]

Photo by © EduBirdie

Resco’s business mobility solutions for Salesforce have come a long way. In terms of both = platform & business development. Today, we work with hundreds of Salesforce solution engineers, ISVs, customers and partners. They all have one in common – they want answers to their questions.

More than 40 Q & A, divided into 5 topics are now a part of the Salesforce FAQ section of our website. This is an extended collection of popular questions we often get during calls, webinars and in-person demonstrations. Here is a small sneak peek of them:   Continue reading

Community events take your business to the next level, and here is why

Events designed for the community, created by the community. Those are this year’s places to be.

And yes, massive conferences like Dreamforce bring invaluable & irreplaceable insights for Salesforce enthusiasts, nevertheless, community gatherings also do their bit for the growth of the Salesforce ecosystem. Continue reading

Mobile CRM: It’s real-world case studies that drive home the benefits

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Note: This blogpost was written by Rick McCutcheon, Dynamics Solutions MVP and CSP.

Mobility is transforming the business world. And more and more there are real-world examples of mobile CRM creating efficiency, cost-savings and optimizing the use of critical customer data. Continue reading

Why are we sponsoring Salesforce Community-driven Events?

A happy community supports your business. If your business is doing well, then you give back to the community. That’s why, simple as that! Obviously there’s more to it than this, but it’s always best to have your priorities straight and stay humble.

We’ve been ISV partners with Salesforce since 2016. Joining forces with over 300 Salesforce account managers and solution engineers which is helping us build our reputation in this happy ecosystem. As of today, we’ve sponsored 13 major & 6 community-led Salesforce events in total – and there’s more to come. And it’s only been 2 years, since we started to dig deeper into the Salesforce network! Anyone who knows Salesforce, knows that its wide-reaching hype is not just about a product, nor a company or its innovative technology. The uniqueness of Salesforce lies in its powerful community and fast-paced ecosystem. Continue reading

Salesforce Mobility & Security – When the user’s PIN is simply not enough

Many of us love and prefer using Salesforce and working with Salesforce data in remote locations, on mobile devices.

With an ever-increasing popularity and high-speed adoption of phones & tablets questions about privacy and data protection arise. Volumes of sensitive information we carry in our hands & pockets nowadays are growing, and ultimately, we want to keep ourselves and our data safe. Protection against losing business and user data is now a part of every mature enterprise strategy. Continue reading