Salesforce Implement Field Service Lightning (FSL201)

Price
$2,700.00 USD

Duration
3 Days

 

Delivery Methods
Virtual Instructor Led
Private Group

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Course Overview

Discover how to resolve field service calls faster and boost employee productivity in the field with Salesforce Field Service. In this 3-day instructor-led course, learn how to prepare for setting up Salesforce Field Service, as well as the steps it takes to successfully implement it for your organization. Plus, you’ll get practical with an implementation that directly translates to your own org’s setup.

Course Objectives

  • Outline the process of setting up Salesforce Field Service.
  • Explain Salesforce Field Service and its components, capabilities, and data models.
  • Describe the Dispatcher Console.
  • Illustrate how field technicians manage service appointments using the Salesforce Field Service mobile app.
  • Configure common features of the Salesforce Field Service mobile app.

Who Should Attend?

  • This course is designed for consultants and Salesforce administrators who are responsible for implementing Salesforce Field Service solutions for an organization. This is also a great course for anyone interested in earning their Field Service Consultant credential.
  • Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
  • Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
  • Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
  • Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
  • Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

Course Prerequisites

Students should hold the Salesforce Administrator credential or possess equivalent knowledge, and have foundational knowledge of Service Cloud. Prepare for your course by completing this prework before your session starts: https://trailhead.salesforce.com/en/users/tacademy/trailmixes/implementing-field-service-lightning-pre-work

Agenda

1. Course Introduction

  • Discover the Course
  • Review the Certification
  • Define Salesforce Field Service

2. Introduction to Salesforce Field Service

  • Define Field Service Components
  • Understand Field Service Capabilities
  • Outline its Data Model

3. Initial Configuration

  • Navigate the Settings Tab
  • Build Profiles, Licenses, Permission Sets

4. Main Elements

  • Establish Operating Hours
  • Outline Service Territories
  • Generate Work Orders
  • Assign Locations
  • Organize Products

5. Scheduling

  • Establish Work Rules
  • Determine Service Objectives
  • Apply Scheduling Policies
  • Navigate the Scheduling Engine
  • Schedule Service Appointments and Work Orders
  • Follow the Scheduling Optimization Model

6. Contractors

  • Assess Contractor Capacity
  • Determine Scheduling Preferences
  • Outline the Service Appointment Lifecycle

7. Dispatcher Console

  • Navigate the Dispatcher Console
  • Manage Service Appointments
  • Build a Gantt Chart and Filters

8. Field Technician Mobility

  • Follow a Business Flow
  • Determine User Roles and Tasks
  • Access the Field Service Mobile App
  • Generate Reports
 

Get in touch to schedule training for your team
We can enroll multiple students in an upcoming class or schedule a dedicated private training event designed to meet your organization’s needs.

 



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