Salesforce Field Service Implementation Specialist

UpworkUSNot specifiedexpertScore: 51
Salesforce CRMSalesforce LightningSalesforce App DevelopmentApexSalesforce Service Cloud
We are a home services company seeking an experienced Salesforce Field Service developer to implement an MVP scheduling and dispatch system for our sales team. This project will replace manual scheduling processes with FSL-powered automation. Our Salesforce org is mature with existing customizations and managed packages. The selected developer will receive a detailed technical specification upon engagement. Current State Salesforce org with custom Lead, Opportunity, and Account configurations Manual appointment scheduling using external tools Multiple office locations with territory-based sales teams Existing managed packages requiring Activity records for integration Scope Summary Foundation Setup Configure Work Types, Service Territories, and Operating Hours Create Service Resources linked to existing sales rep users Single Work Order record type for sales appointments Territory membership and permission configuration Scheduling Automation Custom scheduling interface accessible from Lead record Work Order and Service Appointment creation pre-Lead conversion Customer availability logic based on work schedule fields (custom build) ESO optimization for slot ranking Re-parenting automation on Lead conversion Dispatch Controls Scheduled batch job for next-day appointment release Status-based visibility filtering in mobile app Same-day override capability for managers Mobile App Configuration Geofenced check-in with configurable radius Required disposition selection at check-out Sequential appointment unlock logic (current appointment must complete before next is visible) Conditional field visibility based on appointment status Integration Requirements Activity (Event) sync to Opportunity - 1:1 mirror of Service Appointments Activity must update and delete in sync with Service Appointment Required for compatibility with existing managed packages Out of Scope Production/crew scheduling (sales appointments only) Quotes or products on Work Orders Service contracts Agentforce or AI features Developer Requirements Proven experience with Salesforce Field Service implementation Experience with FSL mobile app configuration Proficiency in Apex, Flows, and FSL data model (Work Order, Service Appointment, Service Resource) Ability to work from detailed technical specification Sandbox development with production deployment Deliverables Fully configured FSL foundation (territories, resources, work types) Custom scheduling interface and automation Dispatch batch job and visibility controls Mobile app configuration with geofencing and unlock logic Activity sync automation Sandbox testing and production deployment Documentation of configuration and custom code Estimate Request Please provide: Hourly rate or fixed project bid Estimated hours by component (if hourly) Estimated timeline to completion Relevant FSL project experience (brief descriptions, no confidential details) Availability to start Selection Process Selected candidate will receive a comprehensive technical specification document with detailed requirements, field mappings, and logic specifications. A discovery call will be scheduled to review the spec and answer questions before work begins. To Submit Reply with your estimate and relevant experience. Include any clarifying questions that would impact your estimate.
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Client

Spent: $39,979.94Rating: 5.0Verified