Optimizing Inventory Management With Field Service Lightning in Salesforce Service Cloud

The customer, a manufacturer of industrial test, measurement, and diagnostic equipments, had a manual inventory management system in place. For their agents to place a Work Order with ‘Products Required’. They had to manually look into the Product Items and Locations to find any ‘stock’ and then create Product Transfers to record the movement of existing items.

They wanted to simplify the process by adopting an automated inventory management system and employing the Field Service functionality in Salesforce Service Cloud to help the agents determine the right product, based on inventory.