Canadian Standards Association Group (CSA), a prominent standards and inspection organization based in Canada, sought to enhance its inspection workflows by leveraging Salesforce Field Service Lightning (FSL). The objective was to digitize and streamline the scheduling, execution, and reporting of field inspections across multiple geographies. TRooTech was brought on board to implement a fully customized FSL environment to support CSA inspectors with real-time, mobile-first capabilities.

Resources Utilized

Engagement Period

Tech Stack Deployed

About Client

Our Strategies in Action:

While no major technical challenges were reported, designing an automation flow tailored to CSA’s unique inspection lifecycle required in-depth business analysis and iterative configuration.

Bottlenecks We Encountered:

End-to-end implementation of Salesforce FSL tailored to CSA’s inspection framework

Streamlined inspector scheduling and dispatch with real-time sync capabilities

Integrated job status tracking and centralized inspection data capture

Automated notifications and report generation aligned with business logic

Solutions Implemented By Us

Automated Workflows: Configured automated job assignments and status updates.

Inspector Dashboard: Mobile-optimized interface for daily inspection planning.

Custom Templates: Predefined templates for structured inspection reporting.

Real-time Sync: Enabled live job tracking, reducing manual coordination.

Smart Scheduling: Dynamic scheduling engine based on location and availability.

Core Features and Functionalities:

 Users:

Empower your field teams with intelligent scheduling, real-time visibility, and end-to-end automation through Salesforce.

Transform Field Operations with Confidence

Standards & Compliance

Salesforce FSL Custom Implementation

Salesforce

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