Salesforce Field Service Implementation Training by Vinsys

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Overview Learning Objectives Who Should Attend Prerequisite Outline Certification

Implement Salesforce Field Service Course Overview

Implement Salesforce Field Service is a 3-days course consisting of 11 modules. The course is extensive and interactive for you to ensure that the learning process is efficient. You will know the right questions to what to ask before implementing field service lightning and utilizing the dispatcher console. With the precise course modules, you can understand technicians way of managing service appointments with the help of a mobile application. In the course, you can learn about configuring common features of the FSL mobile application to have a solid understanding of Salesforce Administrator.

You will get the Salesforce Field Service Certification after clear the examination.

Course Objectives

You can get a clear idea of the setting up process of Field Service Lightning.
You can understand the components, data models, and capabilities of Field Service Lightning
Before implementing Field Service Lightning, you shall have a clear idea of the questions.
Be able to use the Dispatcher Console.
Understanding the technical management of the service appointment on the Field Service Lightning application.
Be able to configure the features of the Field Service Lightning mobile application.

Target Audience

Implementation Consultants
Salesforce Administrators
Any employee working with Field Service Lightning
Individuals are interested in taking their career ahead in Field Service Lightning.

Prerequisites

You can enroll for this course with prior knowledge about:

Attained the Salesforce Administrator Certification
Understanding of Service Cloud.

Course Outline

Module 1: Course Orientation

Course Introduction
Certification Overview
Field Service Lightning (FSL) Definitions and Video

Module 2: Welcome to AW Computing

Explain the Business Reason Why AW Computing Has Purchased FSL
Identify Field Service Management Challenges and Determine How FSL Can Overcome Those Challenges and Meet KPIs
Describe What Connected Field Service Looks Like
Reference Your Action Items for the Course

Module 3: FSL Overview

Explain the Main Components, Capabilities, and the Data Model of FSL

Module 4: Set Up FSL - Initial Configuration

Identify the Features Within the Field Service Settings Tab
Identify the Permission Sets We Assign to Each License, the Profiles and Permission Sets We Assign to Our Users, and Why We Do This
Describe Geocoding and Data Integration Rules Within FSL
Complete Prerequisite Exercises

Module 5: Plan for FSL

Ask the Essential Questions Before Setting up FSL

Module 6: Set Up FSL - Main Elements

Set Up All FSL Main Elements
Define Operating Hours
Explain Service Territories
Recognize the Importance of Required Skills
Discuss How Work Orders Behave and Interact with Other Objects
Explain maintenance plans
Explain the Service Resources Data Flow
Describe the Field Service Location and Product Data Flow

Module 7: Set Up FSL - Scheduling and Policies

Complete All Exercises Related to FSL Scheduling and Policies
Identify Work Rules and Service Objectives
Identify Scheduling Policies Included in FSL
Define the Difference Between the Service Appointment and Work Order

Module 8: Set Up FSL - Contractors

Complete All Exercises Related to Contractors
Explain Capacity with Contractors and How to Give Contractors First Preference
Describe the Service Appointment Lifecycle and Related Status Transitions

Module 9: Explore the Dispatcher Console

Complete All Exercises Related to the Dispatcher Console
Explore the Capabilities of the Dispatcher Console
Book and Manage Service Appointments
Track and Monitor Service Resources
Describe the Schedule Optimization Model

Module 10: Go Mobile with Field Technicians

Explain the Business Flow of a Case to Work Order to Service Appointment
Identify the Key Tasks Performed by Each Field Service Role (Customer, Agent, Dispatcher, Field Tech, and Admin)
Describe How Field Technicians Manage Their Service Appointments Using the FSL Mobile App
Configure common features of the FSL mobile app
Complete Reporting and Mobile Exercises

Module 11: Review and Resources

Test Your Knowledge with FSL Review Questions
Access FSL Resources

About The Exam

Learners must clear the exam to get the Salesforce Field Service Certification. The details of the examination include:

Exam title: Salesforce Field Service Certification
Exam code:
Number of questions: 60
Duration: 90 minutes
Test format: Multiple choice
Passing score: 70%
Retake fee: USD 200 +Taxes
Delivery option: Online (Proctored)

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FAQ’s

What is the course duration?

The course is of three days duration.

Is the exam fee included in the course fee?

Yes, the course fee does include the examination fee. However, if you want to retake the exam, additional fees of USD 200 + taxes will have to be paid.

Is the training too basic, or will it help me dive deep into technology?

The course depth is dependent on your role and requirements in the company. You can start from fundamentals to highly specialized training courses.

Will I get access to the course material after completion of the course?

You will get access to the pdf and other course material even after the course completion. However, access to class recordings is limited only to the course duration.

Is hands-on training included in this course?

Yes, hands-on training is included in the course. Vinsys understand the importance of hands-on training and also included practical sessions for you.

Do Vinsys offer career/course guidance?

Yes, we offer career/course guidance to enrolled learners.

Are the courses and support materials up-to-date?

Our team continuously works with vendors to evaluate and refresh the course material.

Can I pay for the course from a website?

Yes, you can pay from the course page.

Do I have to bring my laptop?

It is not mandatory but recommended.