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Designing Custom Salesforce Solutions with Field Service Lightning to Optimize Appointment Scheduling: Expert’s Take from Chirag Amrutlal Pethad for Enhanced Customer Experience

Chirag Amrutlal Pethad

Appointment scheduling is a critical component of operational efficiency for service-oriented businesses. Salesforce’s Field Service Lightning (FSL) has emerged as a powerful tool to address this need, providing businesses with the capability to manage their field service workforce effectively. However, companies often have unique operational challenges that require more than an out-of-the-box solution. Custom implementations of FSL can optimize scheduling, improve resource utilization, and ultimately enhance the overall customer experience.

Chirag Amrutlal Pethad, an expert in Salesforce solutions, has been at the forefront of transforming how organizations, like PetSmart, approach scheduling and workforce management. Establishing himself as the sole Subject Matter Expert (SME) in Field Service Lightning Implementation at PetSmart, utilizing his expertise to rise from Senior Software Engineer to Salesforce Platform Owner and Architect. His specialized knowledge in developing custom business rules for FSL has been instrumental in addressing complex scheduling needs that conventional solutions often overlook.

Notably, PetSmart was the design and implementation of a scheduling solution that significantly enhanced the efficiency of the Field Service Lightning platform, making this his notable contribution. PetSmart’s unique business model, which often requires one associate to manage multiple customers or pets at once, posed a challenge to the default 1-to-1 agent scheduling configuration in FSL. His custom solution successfully addressed this gap, allowing for more flexible appointment scheduling, and ultimately improving the platform’s efficiency by more than 50%.

Chirag’s work didn’t stop at scheduling optimization. His innovations extended to enhancing the overall customer experience by streamlining multiple services such as cat grooming and controlling the overbooking of salon services. He mentioned, “These advancements not only improved store associate productivity but also enhanced customer satisfaction, a critical factor in PetSmart’s success.” Chirag also played a key role in enabling virtual dog training services for PetSmart customers, an innovative business capability that helped generate over $10 million in revenue.

Moreover, he optimized FSL’s scheduling performance by over 50%, reducing the response times of key APIs from over eight seconds to around 3.4 seconds. Furthermore, his forward-looking roadmap for FSL cost reduction could potentially lower PetSmart’s licensing costs by more than 50%, translating to significant savings on the company’s $2.5 million annual spend.

While the project achieved significant milestones, there were underlying challenges along the way. A key issue arose with the FSL scheduling API, which experienced some performance slowdowns when tailored to accommodate PetSmart’s specific business rules. However, by leveraging his expertise as an SME, he was able to not only improve the API’s response time but also set the stage for further optimizations that could boost performance by up to 90%.

Chirag Amrutlal Pethad’s approach to Salesforce Field Service Lightning underscores the importance of custom solutions tailored to specific business needs. How strategic innovation in scheduling and workforce management can drive both operational efficiency and customer satisfaction, exemplifying his work. As businesses continue to explore ways to enhance service delivery, experts like Chirag are paving the way for future advancements in Salesforce-based solutions, ensuring that organizations can keep pace with evolving customer expectations and business demands.

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