About This Project

Customer is a total health solutions company always evaluating new innovations and opportunities to optimize health care coordination. Customer focuses on streamlining administrative processes that are time and labor intensive to improve clinical, financial and patient engagement.

Executive Summary

Implement an customized automated appointment scheduling and optimizing service using Salesforce Field Service Lightning. Implement additional advanced features such as fix meeting between doctors and nurses based on packages selected, split the multi-day services appointment into single day etc. for value added healthcare system.


StandardField Service Lightning books a multi-day service calendar of a resource for the number of days the service appointment spans. This leadsto low optimization. Client wants to split the multi-day service by creating a new service every day till the number of days the appointment spans.

They were not able to achieve their goals like high scheduling optimization, assignment of service appointments based on resource rating, scheduling of appointment based on weather conditions suitable for the work type.

FSL standard features do not allow appointment scheduling based on specific weather conditions required for a work type.

How Our Organization Helped

We helped the client to split the multi-day day services into single day service by creating them every night for multiple days.

We implemented automation which allowed system to check for specific weather conditions for specific work types and schedule appointments.

We created profiles and permission sets based on the requirement.

We created work rules and scheduling policies to check for weather conditions, resource rating, scheduling for specific work type.

Solution helped client in increasing it resource utilization and customer service experience.


With the Salesforce Field Service Lightning customization, automation and configuration done by Sysfort, the customeris now able to schedule service appointment much more efficiently. The optimization increased resource utilization by 18% making a way for better customer experience.