Mobilize Field Teams. Automate Workflows. Deliver Exceptional Service.
At Trifecta, we help you unlock the full potential of Salesforce Field Service Lightning — transforming manual, paper-driven field operations into connected, intelligent, and scalable service experiences.
Whether you’re dispatching service resources, managing inventory, or empowering on-site work, we design and deliver FSL solutions that improve visibility, increase efficiency, and elevate customer satisfaction.
Why Field Service Lightning Matters
Field service is often where the rubber meets the road — it’s your brand being delivered in person. But many organizations struggle with:
- Paper-based workflows, lost forms, and disconnected processes
- Inefficient scheduling (routing, skills matching, proximity)
- Poor visibility into service resource status, job progress, parts/inventory
- Delays, mis-billing, lack of insights into performance
- Difficulty scaling as service operations grow
With FSL, you get a unified architecture backed by Salesforce’s platform strengths: real-time visibility, automation, mobile access, scheduling intelligence, and integration with your core CRM and service backbone. But technology alone isn’t enough — success depends on correctly designing for your service model, people, and goals. That’s where Trifecta steps in.
How We Deliver Field Service Success
Discovery & Strategy
We begin by deeply understanding your current field service model, challenges, and ambitions. We’ll map out your end-to-end service chain — from lead, to case, to dispatch, to service resource execution, to billing and follow-up. Together, we define:
- Target outcomes
- KPIs
- Success metrics
Design & Roadmap
We also produce wireframes, flows, and prototypes that show how your field agents and back-office teams will interact with the solution. Informed by best practices and your business specifics, we architect the “ideal” FSL setup:
- Work types, service territories, shift definitions
- Skills-based routing, travel windows, dispatch logic
- Inventory and parts management
- Mobile user experience for service resources
- Integration with Agentforce Service, ERP, IoT, or back-office systems
Implementation & Configuration
With the plan in place, our certified Salesforce consultants and developers create an iterative rollout to turn it into reality:
- Configure FSL standard features (scheduling, territories, mobile, optimization)
- Build custom Lightning components, flows, automation, and UI tweaks
- Integrate to relevant systems (asset, warranty, ERP, sensors)
- Create service resources mobile apps tailored to your use case Seed data, migration, and testing
Training, Adoption, & Change Management
Technology succeeds only when people use it. We ensure adoption by:
- Building intuitive mobile experiences and training field agents
- Conducting change management workshops with dispatchers, support, and management
- Providing documentation, support, and early feedback loops
- Running pilots and phased rollouts to minimize disruption
Optimization & Support
Once live, we don’t just walk away. We monitor performance, gather feedback, and continuously iterate. We help you tune routing, workflows, and logic as your business evolves. And our managed services can carry forward the operational burden, giving your team freedom to focus on service excellence.
What You'll Experience Partnering With Trifecta
Gain a single source of truth for service resource schedules, job progress, inventory, and customer service history
Ensures that the right service resource, with the right skills and parts, arrives without wasted travel
Enable digital capture, mobile checklists, signature capture, and real-time updates
Capturing time, parts, and services seamlessly in system
Stay proactive with alerts set when an indicator is reached e.g. alerts when prepaid hours are low, underperforming routes, etc.
As your service needs evolve, your field operations stay agile
PenTeleData transformed their field operations by eliminating manual tasks, automated scheduling via location and skill matching, and enabling real-time reporting — all through Salesforce Field Service.
Who Benefits Most from Our FSL Services
We bring particular strength in environments with complex scheduling, parts management, and integration requirements. Field Service Lightning is ideal for organizations that:
- Operate dispatching, installation, maintenance, repair, or inspection workflows
- Employ mobile or regional teams with parts, tools, and scheduling needs
- Manage inventory across field locations or vehicles
- Want to consolidate systems and improve integration across service, CRM, and operations
- Seek to leverage data insights to improve cost, labor, and customer experience
Why Work with Trifecta
We’re seasoned across Agentforce Service, Platform, integrations, and custom development
From strategy, to design, to build, to adoption and support
We tailor the solution to your people, workflows, and priorities
Sprint-based, phased, or full-lifecycle
An exclusive Salesforce partner since 2012, we have over 500+ successful projects, 50+ certified experts with 350+ certifications & accreditations (and a 5 Year Salesforce MVP Hall of Famer), and 34 years as a top agency.