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Training Class

Salesforce Field Service Lightning

Salesforce Field Service Lightning

Course Overview

The Salesforce Field Service Lightning course teaches students Salesforce Field Service Lightning and helps prepare students for the Field Service Consultant exam. The course will explore all the functionality of Salesforce Field Service Lightning and teach students how to implement and configure Field Service Lightning. This course is an alternative to the Implement Salesforce Field Service (FSL201) class offered by Salesforce.


This course is delivered in a workshop structure and is delivered by a senior instructor with many years of real world consulting experience


The class will cover the following primary topics:

  • Field Service Overview (FSL)
  • FSL Framework
  • FSL Challenges and Solutions
  • FSL Implementation
  • Geocoding
  • Data Integration Rules
  • Operating Hours
  • Service Territories
  • Required Skills
  • Work Orders & Service Appointments
  • Service Resources
  • Locations and Products
  • Scheduling
  • Schedule Optimization Model
  • Work Rules and Service Objectives
  • Using Contractors
  • Dispatcher Console
  • Managing Service Appointments
  • Roles
  • Mobile
  • Implementation Best Practices
  • Troubleshooting

Who Should Take This Class

  • Individuals with 1 to 3 years experience with Salesforce in the role of Administrator, Business Analyst, Consultant, Delivery Manager, or Project or Program Manager
  • Salesforce Developers preparing for the Field Service Lightning Consultant certification

Prerequisites (Required):

Prerequisites (Recommended):

Format

  • 3 days In-person training
  • 3 days virtual instructor-led training
  • On-Demand


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